Written, signed, and dated.

We came in sitting on a single position that was 54% of our liquid net worth and a Schwab account we hadn’t logged into since 2019. Six weeks later we had a written IPS, a structured 24-month unwind plan, and a portal that finally answered the question ‘what do we actually own?’

— David & Linda H. · Bay Area Tech Family

Wei wrote three manager underwriting memos in our first quarter — one passed, one passed with a size cap, one declined. The one that was declined would have been the easy yes; the rejection memo was eight pages, and reading it was the moment I realized this was a different kind of practice.

— M. Tanaka · Post-Acquisition Founder

The 10b5-1 plan keeps us from looking at the tape on the morning of a sale. The Capital Calendar tells us what is happening in the next 6 months. The Position Blotter tells us where we sit against the IPS bands. Three pieces of paper, but they replace what used to be five different inboxes.

— A. & R. Chen-Park · Multi-Generational