Archive - Capital & Clarity

Liquidity Isn’t a Number. It’s a System.

Unlocking cash: from seed stage to $100M+

Jun 5 •

May 2025

How to Think About Debt

ABL, LOC, term loan, venture debt and more

May 26 •

Dynamic & Range-Based Planning

How to build tariff sensitivity modeling to make smarter decisions

May 8 •

April 2025

March 2025

What Healthy Burn Looks Like at $25M, $50M, and $100M+

A tactical guide to scaling without sinking

Mar 31 •

Float: Your Most Underrated Growth Tool

Margins are great. Cash is better. Float is king.

Mar 25 •

Investor-Grade Consumer Brands

What makes a great DTC and CPG business?

Mar 17 •

Capital & Clarity: Navigating Tariffs in Consumer & Retail (CFO Perspective)

I've spoken to many founders of brands doing $10M-250M+ in revenue in the last few weeks.

Mar 10 •

Capital & Clarity: Framework for Distributing Capital

How Founders Should Think About Dividends

Mar 3 •

February 2025

Capital & Clarity: Building a Productive Asset

What I Look for in High-Quality Consumer Brands

Feb 24 •

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