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WRITING, LETTERS, POSITIONS, ESSAYS

What we’re thinking about.

We don’t publish on a schedule. Investor letters, position pieces, and the occasional essay. Every piece is signed and every claim is sourced. A few pieces a year, no more than that.

QUARTERLY OR LESS
ONE AUTHOR AT LAUNCH
THE PIECES

Most recent first.

INVESTOR LETTER2026-04-155 MIN READ
The second decade is the only one that matters.

A founding letter from the operating side of the desk, why we are building Elevateo Org around hold periods, not exit windows, and what that asks of the operators we back.

BY ALLAN CHAN
§ CADENCE

We publish long-form writing here on a quarterly cadence. The first letter lands when the first quarter closes.

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If a piece resonates and you want to talk, get in touch.

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