ORIGINEER / INSIGHTS
Ideas for people
who build.
Occasional notes on technology, operations, capital and building durable companies from British Columbia.
Capital Strategy
Equity Is Expensive When the Problem Is Temporary
Permanent ownership is often a poor match for a short-lived gap in inventory, receivables, equipment or timing.
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Before You Sell Equity, Build More Ways to Get Cash
Financial optionality means understanding every credible source of cash—and the cost, obligation and control attached to each one.
Capital StrategySeptember 2026 · 6 min read
How Much Should a Company Raise?
The right financing is large enough to reach a meaningful proof point, with room for the ordinary friction between a plan and reality.
Capital StrategySeptember 2026 · 5 min read
Does Capital Change the Company’s Trajectory?
Capital is most useful when it removes a constraint, purchases evidence and changes what a company can do next.
Capital StrategySeptember 2026 · 5 min read
