The Journal
Field notes on capital, diligence & healthcare.
Written research from the firm — on how healthcare investing actually works, and how we do the work.
Field note
The diligence stack we wish we'd had ten years ago
The workflows, data, and judgment calls that separate professional diligence from theater.
8 min read
Research
Why allocators are rebuilding back-office software in-house
The build-vs-buy decision facing modern healthcare allocation teams.
6 min read
Field note
Capital advisory in a higher-for-longer market
How structures, valuations, and timing shift for mid-market healthcare issuers.
5 min read
Method
Source tiers: how we grade a claim
Verified, reported, estimated, unverified — and why the label belongs next to the sentence.
4 min read
Method
What “living intelligence” means for a diligence report
Why a report that re-enriches itself beats a PDF that's stale the day it's filed.
5 min read
Article titles are drafts for the real journal — publish dates and full text to follow.