Private Credit
Structured finance and private credit taught me to start with downside: cash generation, coverage, structure, stress scenarios and what happens when assumptions fail.
02 · Investing
Three lenses
on investing.
My experience has moved across different parts of the investment landscape: analysing credit structures, evaluating private companies and following public markets across emerging economies. Each has shaped a different way of thinking about risk, value and capital.
Venture Capital
Venture capital shifted the lens toward businesses themselves: founders, markets, competitive positioning, valuation and the conditions required for a company to scale.
From Startups to Scaleups: Italy's Venture Capital Challenge
Central and Eastern Europe: Venture Capital's Underfunded Frontier
Fundraising conversation
An informal exchange on how investors may approach a fundraising process and what founders can focus on when preparing their story and materials.
Let's connect ↗Emerging Markets
Exposure to emerging-market equity and fixed income added the macro layer: country risk, market dynamics and the interaction between companies, capital and economic cycles.
