Research & Ideas

Thinking in systems, not buzzwords.

Deep dives into banking infrastructure, medical AI, industrial operations and capital structuring. The research that powers our ventures and advisory work.

FeaturedQuantitative Research

R&D Alpha: Factor Analysis Platform for R&D Investment and Stock Returns

A comprehensive research platform examining the relationship between R&D investment intensity and long-term shareholder returns. Features rolling window analysis, factor spanning tests, transaction cost modeling, and investable ETF construction based on academic methodology.

Live Platform·Interactive
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Focus Areas

What we research and write about.

Banking & Capital Infrastructure

  • Correspondent banking
  • FX corridors
  • Pacific remittance
  • Warehouse lending
  • Financial rails

Medical AI & Digital Twins

  • State-based models
  • Organ simulation
  • Drug discovery
  • Personalised medicine
  • Rule-based AI

AI Industrialisation

  • Context engines
  • Industrial automation
  • Job costing systems
  • Open-weights infrastructure
  • Operational AI

Want to discuss any of these ideas?

If you're working on problems in banking, medical AI or industrial operations, we'd be happy to exchange thoughts.

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