News & Views
Capital Markets Thoughts and Guidance
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A GP’s CONFIDENCE: Does it Matter?
December 15, 2025 Listen to the Podcast: On a routine due diligence call last week, the conversation, as it usually does with venture managers, turned to the concept of Power Law – the... Read More -
WANT A CAPITAL REQUEST RESPONSE? 7 Best Practices
December 15, 2025 Listen to the Podcast: Focus on “What’s in It for the Recipient” Think About: “How Would I Respond If I Read This?” In capital communications the most effective ones are... Read More -
DEER ISLE: Insights, Flows & Investment Trends
December 15, 2025 Happy Holidays and Wishing You a Wonderful 2026! Listen to the Podcast: Chaos Is Not Crisis One of the defining aspects of 2025 was confusing chaos and disruption with crisis.... Read More -
THE PSYCHOLOGY OF CAPITAL COMMITMENTS: Less Urgency and Excitement?
November 9, 2025 I have spent the last several weeks speaking with a wide range of investors, allocators, and LPs to gauge their views on the market and how they have been deploying... Read More -
TECHNOLOGY DOES NOT CREATE CAPITAL MAGIC: It Supports and Amplifies Human Effort
November 9, 2025 “If I can just send an email to or meet the right person. My capital transaction will be a success!” Technology can accelerate communication — but it doesn’t replace persistence,... Read More -
DEER ISLE: Insights, Flows & Investment Trends
November 9, 2025 Let’s Give Thanks for Everything AI Can’t Do! This Thanksgiving, it’s worth pausing to appreciate everything AI can’t do. It can’t replace intuition, judgment, or empathy. It doesn’t understand trust,... Read More -
LPs FACE STRATEGIC AMBIGUITY: How GPs Sometimes Creatively Mask the Truth
October 26, 2025 Tony Blair has been floated as being a member of the Gaza “Board of Peace” and a BBC program which was doing a deep dive on the Gaza peace plan... Read More -
THE CAPITAL FUNNEL TRAP: Why Researchable Capital Is the Most Competitive
October 26, 2025 “If I can just get the right list – all my capital problems will go away” Capital seekers often start where information is easiest — targeting capital and investors they... Read More -
DEER ISLE: Insights, Flows & Investment Trends
October 26, 2025 The 5 Core AI Types to Truly Understand AI ChatGPT and Other Large Language Models are the “retail-ization” of AI Artificial Intelligence is not a single technology — it’s an... Read More -
BEST PRACTICES FOR STRATEGIC PLANNING & TEAM DEVELOPMENT: Competing in Tough Capital Markets
September 21, 2025 Podcast: Financial services firms today face a paradox: capital is constrained, yet the demand for innovation and growth is unrelenting. In such an environment, traditional strategic planning approaches often fall... Read More -
PROPRIETARY TRANSACTIONS: The Real Edge in Today’s Market
September 21, 2025 Podcast: I CAN do a Proprietary Transaction! In a capital market split between a few overheated auctions and many stalled assets, the winners — both capital providers and companies —... Read More -
DEER ISLE: Insights, Flows & Investment Trends
September 21, 2025 Podcast: Power, Population, and Productivity What is the Winning Combination? The United States remains the undisputed global leader in turning human capital into economic and military power. With productivity per... Read More
