// The Library
Frameworks & Ideas
Long-form essays, operating frameworks, and best practices on value creation, M&A diligence, AI in finance, GTM, and operations, all based on what I lived day in, day out.
- Ideas7 min read
The Graph Sandwich: Connecting the Business Behind the Numbers
Follow a flat renewal through the work behind it, use AI to investigate across teams, and test whether the fix improves the economics.
Read → - Ideas8 min read
ARR as a Living System: Why Exit Readiness Starts Now
Keep ARR connected to the contracts, customer movements, and controls behind it, so exit readiness becomes evidence you maintain while running the business.
Read → - FrameworksOperating framework
The GTM Engine
Fix your GTM engine, then hit the gas with AI. A first-principles operating framework, diagnose, map the value chain, instrument every stage, then apply AI only where it moves revenue or margin. Interactive value chain + live lift model.
Read → - FrameworksDecision tree
How to Build ARR Metrics from the Ground Up
A decision tree, not a template. Business model → source data → data-quality assessment → methodology trade-offs → movement buckets → monitor → MECE diagnosis. Pick your model and the tree adapts.
Read → - Best PracticesMetrics dictionary
Quality of Revenue Metrics
What makes recurring revenue high-quality, across the five components a buyer underwrites: scale, durability, concentration, efficiency, and predictability. Definition, formula, and insight for each.
Read → - FrameworksMaturity model
The ARR Integrity Pyramid
One four-tier engine, Fundamentals, Adoption, Optimization, Amplification, applied to every place ARR is made, measured, retained, and defended.
Read → - Best PracticesInteractive self-assessment
The ARR Readiness Ladder
Eight dimensions a buyer will test, each a Bad → Good → Great ladder. Click where you honestly sit and your exit-readiness scores live.
Read → - Best PracticesCheat sheet
The ARR Diligence Cheat Sheet
One page to walk into the data room ready: the readiness checklist, the do's and don'ts, the exact questions a buyer will ask, and the red flags that trigger a valuation discount.
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