Running a Family Office Under $100M
A complete operating system for founders with $5M–$100M in liquid assets. Practical frameworks for structure, treasury, portfolio, protection, and governance—without the institutional overhead.
Capital Founders OS
How founders with $5M–$100M run their own capital like a business: structure, investing, top professionals on call, and systems that do the rest.
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Entrepreneur's Acquisition Playbook
Entrepreneurship Through Acquisition (ETA) offers a different path: buy an existing business with proven revenue, an established customer base, and real cash flow.
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How to Use AI for Fund and Deal Due Diligence
Can AI do the due diligence on a fund or a deal for you? In a 2026 test, the best model got 57% of questions on SEC filings right, even with the right passages in front of it. You'll also see what one evergreen fund's small print says about fees and getting your money out, and get a prompt to try.
Hedge Funds for Founders: What They Do and What You Pay
Hedge funds can help your portfolio lose less in a bad year, and they often make less in good ones. On $1m over five years, a feeder could leave you a little over half the gain after both layers of fees. Five questions to ask before you invest in one.
Life OS
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Capital Founders OS: How Founders Run $5M–$100M Like a Business
Founders with $5M–$100M get offered plenty of products and little help running the whole thing. Capital Founders OS is a model for that: four pillars, you in the middle, top professionals on call and systems doing the heavy lifting.
Concentration Risk After Selling a Business: How to Check Yours
Once they've sold, many founders put their money back into what they already know, often without noticing. Why that happens, and how to check your own holdings.
Building Wealth While You're Still Building the Company
Most of your wealth sits in one company, and the sale is the move you spend years picturing. Why it's OK to take some money off the table as the business grows, what that does for your risk and your stress, and what two founders got from billion-dollar valuations.
Four Family Office Models and What They Cost
Ask about a family office at $30m and you get four names back and almost no prices. What each one costs, who ends up making the decisions, and what you are really buying when someone offers you a fractional setup.
Nobody Is Building the AI Tool for Your Own Money
Anthropic put a price on the packaged adviser stack last week, and the people who sell that software for a living were the least excited in the room. Look at what shipped and you can see who it was built for. If you run your own money, the tool is the cheap part and the checking is still yours.
When to Hire Someone to Run Your Family Office
Sooner or later someone suggests hiring one person to coordinate the accountant, the lawyer and the portfolio manager. Whether that's a hire or still you is a question of stage, not how much you have. What it costs, and the page worth writing before you look for anybody.
How Much Is Enough for a Founder?
Most founders carry a number in their head, and many set it against the company's valuation. Carta's ownership ladder shows how little of that number is theirs by Series C, and why the version that survives the exit is the one written down early, on your own balance sheet.
Life OS
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Four Buckets Before the First Deal: How to Organise Post-Exit Capital
Founders arrive at liquidity expecting to keep the pace of the business, and that pace is where money gets lost. Mindset first, then people, then four buckets that give every part of the money a job before any deal gets a yes. The order matters more than the picks.
Solo Family Office: Running $5M–$100M Without the Institution
One person can run a successful business, and founders stopped arguing about that a while ago. This piece takes the same idea to money: what a solo family office is, where it sits beside single and multi, and what running one looks like at $5M–$100M.
You're Already Running a Solo Family Office
Most founders with $5M–$100M already run their money themselves, with professionals on call and no staff on payroll. That arrangement has never had a name. This week it gets one, and a standard to run to.