Investment Committee Publications

Monthly Partner Letters & Underwriting Memos

Direct dispatches, underwriting post-mortems, and quantitative hedging notes from the Flourish partners. No fluff. Just real numbers and hard-learned lessons.

Timeframe: Last 3 Months (Default) 5 All Publications 16

Default View: Latest 3 Months (July – September 2026)

Discipline: All Disciplines Physical Real Estate Options & Macro Seed Venture

Jul 2026

Venture Capital

Your SAFE Notes Are Quietly Eating 28% of Your Cap Table

Founders often sign multiple post-money SAFEs without calculating stacking dilution. Here is how angel investors protect their stake.

Read Letter → 4 Min Read

Direct Investor Syndicate

Subscribe to Monthly Partner Letters

Get our monthly partner notes, deal breakdowns, and quantitative hedging frameworks delivered once each month. Direct and practical.

Sent once each month. Direct 1-click unsubscribe included in every email. No spam.

Monthly Partner Letters & Underwriting Memos

Your SAFE Notes Are Quietly Eating 28% of Your Cap Table

Subscribe to Monthly Partner Letters

Flourish Concierge