Deal Notes
+2
May 26, 2026
•
2 min read
How we kept capital moving, and how we're deploying AI without losing the team
Operator Insights and Strategy
Feb 21, 2026
4 min read
Notes on Discipline and Selective Expansion
KPI and Portfolio Updates
Nov 28, 2025
3 min read
New Besma Apartment and Baltan 2.0
Nov 11, 2025
Portfolio KPIs, operator insights, deal notes
