Investing · Research · Building

Investor.Builder.Researcher.

Interested in how technology, markets, and human behavior shape one another.

Notes & work
IAbout

From research to markets — and building the tools that connect them.

My work runs from research and technology commercialization through venture capital, equity research, and portfolio analysis — and, more recently, into building software.

I started in research, translating science into companies. From there I moved to evaluating them — looking closely at ventures, public markets, and portfolios. Across all of it I kept coming back to the same question: how do you turn a messy market theme into something clear enough to act on?

That's what I work on now — building tools that make research, markets, and decision-making easier to understand.

Origin
PhD
Translate
Tech Commercialization
Invest
Venture Capital
Analyze
Equity Research
Engineer
Portfolio Analysis
Now
Product Building
IIProducts

Software I'm building.

Tools for turning messy market information into research that's easier to use.

IntelliEngine

AI Investment Intelligence

Turns market themes into structured investment theses and research — somewhere to source, map, and pressure-test ideas.

Explore IntelliEngine

Good for Business

Business Intelligence

A smaller tool for following market trends and company analysis.

Learn more
IIIExperience

Work across research, investing & venture creation.

Portfolio Analysis

Portfolio and investment analysis across multi-asset portfolios, including performance attribution, market commentary, and benchmark-relative positioning.

Venture Capital

Scientific, commercial, and market diligence for venture-stage companies, including investment memos, expert interviews, and thesis development.

Equity Research

Public market research, clinical data analysis, valuation work, and company-specific research across healthcare and biotechnology.

Venture Creation

Company formation, commercialization strategy, market assessment, and investor materials for early-stage technologies.

Technology Commercialization

Market analysis, IP assessment, licensing support, and business development for emerging technologies.

IVAreas of Experience

The disciplines I work across.

Where research, investing, and building overlap — and the questions I tend to return to.

Investment ResearchPortfolio AnalysisMarket IntelligenceVenture DiligenceAI ProductsHealthcare InnovationBusiness IntelligenceTechnology Commercialization
VWriting & Research

Notes on markets, technology & what comes next.

Research notes and essays — theses, teardowns, and things I'm thinking through.

01

Investment Theses

Where I think capital is heading — and where the consensus might be wrong.

Forthcoming
02

Market Research

Bottoms-up sizing, landscape maps, and notes on emerging markets.

Forthcoming
03

Technology Trends

What's actually changing underneath the hype — and the second-order effects.

Forthcoming
04

AI Infrastructure

The compute, data, and tooling layer — and where lasting value tends to settle.

Forthcoming
05

Healthcare Innovation

How science becomes companies — from the lab to the clinic to the market.

Forthcoming
VIContact

Let's compare notes.

Always happy to talk with investors, builders, and anyone thinking carefully about markets, research, and technology.