Proof of work.
I publish my thinking so you can judge it before you hire it. Each brief below is original analysis: a real question, the evidence, a point of view, and a recommendation.
PII Briefs
- The unit economics of rapid grocery delivery. What the American winners and losers teach a market leader about making fast delivery profitable rather than just popular. Read the brief.
- The insurance-capital machine. How Apollo, KKR, and a new generation of investors are rewriting private capital, and what it means for founders raising money now. Read the brief.
- Closing California’s housing gap. The 2016 diagnosis, what has happened since, and where the money should actually go. Read the brief.
Selected engagements
- AI robotics startup, Silicon Valley. Competitive intelligence across grocery, quick commerce, and hospitality; a 30-person data-collection operation built from zero in under three weeks; research that drove a strategic pivot.
- Financial services, COVID-19 PPP response. Implementation of a lending platform across 17 banks under weekly-changing federal rules; testing, training, and go-lives delivered on schedule.
- University research program. Growth from $600K to $2M; budget, forecasting, partnerships, and a global mentor network managed end to end.
Client names are kept confidential unless they agree to be named.
