
Where founders and investors get the intelligence to understand where capital is going next — written by a GP who has built and backed companies in emerging markets for fifteen years.
| Platform | Pricing | Freemium | Publishes | Twice weekly | |
|---|---|---|---|---|---|
| Issues | 37 | Subscribers | Read | scalesignals.substack.com |
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Most founders spend six months preparing for the investor meeting.
The founder called me on a Thursday evening, about sixteen months after we closed the round.
There is a specific type of company that worries me more than the ones that cannot raise. It is the one that raises everything it asks for — and then quietly cannot use it.
The intelligence that reaches most investors about AI in emerging markets is wrong in a specific and consequential way. It describes the technology first and the problem second. The founders building the AI infrastructure that will matter i...
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The writers behind this newsletter.
GP at CGRPE. 4x founder exits. I back companies in emerging markets where the infrastructure gaps are still wide enough to matter — and I've built in those same markets myself. Both sides of the table. Writing about it at ScaleSignals.
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