ORIGINEER / INSIGHTS
Ideas for people
who build.
Occasional notes on technology, operations, capital and building durable companies from British Columbia.

Inside the Investment Decision
A Fair Deal Must Survive the Next Round
Investment terms should preserve founder motivation, future financing and proportional risk after the first cheque is gone.
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What Would Make Us Change Our Mind?
A disciplined decision states the evidence, milestone or structural change that could reverse it.

What Must Be True for This Investment to Work?
An investment case becomes clearer when its essential assumptions are written as statements that can be tested.

BC’s Industrial Opportunity Is Hiding in Plain Sight
Manufacturing, ports, resources and small businesses create a large field for automation, cybersecurity and industrial software.

The Okanagan Is More Than a Lifestyle Economy
Agriculture, tourism, water, logistics, manufacturing and technology make the Okanagan a practical place to build and test companies.

A Pacific Gateway Is Not a Strategy
British Columbia’s geography creates access. Companies still have to build the products, relationships and distribution that turn access into advantage.

Growth Can Hide a Broken Operating Model
Revenue can rise while implementation delays, working-capital needs and customer dissatisfaction rise faster.
