Fund administration, portfolio intelligence, current research, and a direct line to our investor relations team — everything you need as a Golden Section limited partner.
How AI went from existential threat to strategic partner — and what the repricing of enterprise software means for disciplined vertical SaaS investors.
Read the analysisThe full account of the selloff — and why disciplined vertical investors are positioned to win.
Read the reportForty-three public software companies, one AI macro, four different outcomes — the earnings test of the Enhancement Doctrine.
Read the analysis70 proven operational plays from 60+ years of collective operating experience.
Open the playbooksThree of the firm's foundational papers were written between 2020 and 2021. In September 2026 we compared all material claims against the data and show the result — including the places where the original was wrong. Each addendum is published here in full, alongside the original paper as a PDF download.
Six years of data against a 2020 thesis. The discount rate, what a 10x multiple actually requires, the 45–50% cash-flow margin, and the 9x exit that is no longer available.
Six years, one bubble and a distribution drought later. Eleven propositions re-scored — the public-market reversal, the bottom-quartile floor, and the risk the original never priced.
What the liquidity drought did to the argument. Fund terms, the running ledger of fees drawn against cash returned, and the alignment boundary that moved with no one at the table.
Capital-efficient B2B vertical SaaS. ~$5M checks into companies at $1M–$8M annual revenue at entry, scaling to $15M and beyond — founders building durable businesses, not chasing the next round.
An embedded Strategic Platform — Looking Glass portfolio intelligence, A-line Growth revenue consulting, Whalesong product engineering, and eSapiens AI infrastructure — plus non-dilutive lending through the Capital Flywheel.
The Balanced Path framework guides every company from entry to exit: PE-grade operations from day one, quarterly board rhythm, and an Exit Platform of 100+ PE firms and investment banks cultivated years before any process begins.
We measure what compounds: portfolio revenue growth, capital efficiency, and meaningful exits — outcomes that reward the people who built the company, including our limited partners.
Carta is our fund administrator and your system of record for everything related to your investment in the funds.
DEREK is our proprietary AI-native platform, built on eSapiens, for everything happening inside the portfolio.
Katie manages LP relationships, fund reporting, and investor communications across Fund I and Fund II. She has built the firm's IR infrastructure from the ground up and leads Golden Section's work with institutional and family office limited partners. For any and all questions — capital accounts, reporting, documents, or anything else — Katie is your first call.