Latest

17
Mar
The $2.8M data room mistake (and a game where you can make it yourself)

The $2.8M data room mistake (and a game where you can make it yourself)

Hey there! The weather really can't make up its mind this week. We had a day of snow
4 min read
10
Mar
$80M in Working Capital Was Hiding in Plain Sight

$80M in Working Capital Was Hiding in Plain Sight

Hello all, It's been another busy week here at Crawford McMillan HQ as strong signs of spring begin
4 min read
03
Mar
Investors aren't getting paid

Investors aren't getting paid

Hey everyone - Graeme here! Welcome to this week's 'Inside The Data Room!' The months keep coming
4 min read
24
Feb
PE Is 20 Years Behind. Now What?

PE Is 20 Years Behind. Now What?

Hello dear readers, Welcome to the second edition of the new (3-2-1) format with a new name - Inside
3 min read
16
Feb
Lessons From Nvidia's $57B "Disappointment"

Lessons From Nvidia's $57B "Disappointment"

It's been nice to be home and do a lot of leaf collection last weekend. The fierce winds
3 min read
16
Feb
PE exits are back. Except for you.

PE exits are back. Except for you.

I'm back in the newsletter hot seat after a hectic but fun holiday season, visiting family back in
6 min read
16
Feb
What breaks when a buyer opens your data room

What breaks when a buyer opens your data room

January is a busy birthday month in my house, with both my children, me, and the dog all celebrating another
3 min read
16
Feb
Data Governance = EBITDA multiple expansion

Data Governance = EBITDA multiple expansion

We're in the 'ice age' time of year with 10+ inches of snow forecast to fall
4 min read
16
Feb
The 0.4x multiple tax on bad data

The 0.4x multiple tax on bad data

I spent last weekend in Fort Lauderdale with Greg Isenberg and a room full of founders who are quietly building
5 min read
16
Feb
What next in the AI race?

What next in the AI race?

I'm trying a new format this week. 3 things I’ve learned 2 interesting news items 1 deep
3 min read