Notes from the
origination frontier.
Essays, market maps, podcasts, and research on where deal origination is going — and what private equity firms should do about it.
Why traditional origination is over
The economics that made analyst-driven sourcing work in 2010 broke five years ago. Here's what the next model looks like.
Industrial automation services — a $20B fragmented opportunity
A teardown of the founder-owned service businesses building the next generation of operational excellence.
Episode 04 — Building proprietary pipelines from scratch
A conversation with a Tier-1 middle market partner on what their firm wishes they'd built three vintages ago.
Founder-first outreach: a tactical playbook
The specific patterns we use to make founders take a meeting — and the ones we refuse to use.
AI-native research: what we actually built
Under the hood of Tahoe's proprietary research stack and the specific advantages it generates.
$38M EBITDA platform — sourced in four months
A breakdown of the engagement that produced four LOIs in 90 days for a middle market sponsor.
One email per week. Worth opening.
Market maps, sourcing tactics, and short notes from inside our engagements. Read by partners at the firms we work with — and the ones who wish they did.