Brunch Club Research
Deep-dives on business models and notes on investing.
What this is
Brunch Club Research is an idea that emerged during my master's studies. A blank page that allows me to explore ideas, business models, and takes on the venture capital industry.
01 — Deep Dives
Pieces that take a company or category apart. Dissecting the problem, the business model, the go-to-market motion, the capital structure, and the assumption most likely to break.
02 — Investor Lens
Notes on funding, pricing, and the mechanics behind deals and market shifts. Read through both an operator's and an investor's eyes.
Status
Brunch Club Research just started. The first Deep Dive and the first Investor Lens note are in progress — check back soon, or visit the section pages directly to see what's coming.