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Family venture · Long-horizon capital

The people doing the work spend half their day proving they did it.

Behavioral health, home care, the trades. Good businesses where the paperwork grew faster than the payroll.

Where this came from

Nobody became a BCBA to write reauths. Session notes, six-month reauths, supervision logs — the clinical work is why people show up, and the paperwork is why they leave. I watched that up close through my son Eli’s autism care, and then started noticing the same ratio everywhere.

I believe the best infrastructure gets built by people who understand it from the inside. That is as true of a behavioral care network as it is of a business nobody has bothered to bid on.

Where I invest

Two areas,
one long horizon.

Different sectors, one test: does this still matter in twenty years, and is anyone serious paying attention to it now?

01

Autism care infrastructure

Clinical infrastructure, behavioral care delivery, and long-term family support systems.

02

Overlooked businesses

Stable, long-tenured, non-tech. Undervalued by everyone chasing software.

Connect

Building something durable where nobody is looking?