IntelliEngine
Turns market themes into structured investment theses and research — somewhere to source, map, and pressure-test ideas.
Explore IntelliEngine →Interested in how technology, markets, and human behavior shape one another.
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.
Tools for turning messy market information into research that's easier to use.
Turns market themes into structured investment theses and research — somewhere to source, map, and pressure-test ideas.
Explore IntelliEngine →A smaller tool for following market trends and company analysis.
Learn more →Portfolio and investment analysis across multi-asset portfolios, including performance attribution, market commentary, and benchmark-relative positioning.
Scientific, commercial, and market diligence for venture-stage companies, including investment memos, expert interviews, and thesis development.
Public market research, clinical data analysis, valuation work, and company-specific research across healthcare and biotechnology.
Company formation, commercialization strategy, market assessment, and investor materials for early-stage technologies.
Market analysis, IP assessment, licensing support, and business development for emerging technologies.
Where research, investing, and building overlap — and the questions I tend to return to.
Research notes and essays — theses, teardowns, and things I'm thinking through.
Where I think capital is heading — and where the consensus might be wrong.
Bottoms-up sizing, landscape maps, and notes on emerging markets.
What's actually changing underneath the hype — and the second-order effects.
The compute, data, and tooling layer — and where lasting value tends to settle.
How science becomes companies — from the lab to the clinic to the market.
Always happy to talk with investors, builders, and anyone thinking carefully about markets, research, and technology.