Blog 
Why founders and CFOs should treat platform dependency as a financial risk, not a tech problem. A mobile studio can route millions a year through a business partner it has never spoken to, cannot telephone, and whose relationships are largely managed by AI. Ask most founders for the name of...
The Ghost Asset on Your Balance Sheet There is a number your finance team almost certainly isn’t tracking closely enough. It doesn’t appear on your balance sheet. It doesn’t show up in your P&L. And yet it may represent the single most significant store of value in your entire mobile...
In the gap they leave, a new private credit asset class has quietly formed. Some of the largest companies in America did not get that way just by selling their product. They got there by financing it. Caterpillar, John Deere and General Motors all built enormous businesses on the back...
Why AI-native apps need a new financial framework. And a new metric to run it. The Two-Dimensional World We Built Mobile On For most of the last decade, the financial architecture of a mobile app or gaming studio rested on two numbers: Customer Acquisition Cost (CAC) and Lifetime Value (LTV)....
In Parts 1 and 2, I outlined a three-stage capital manifesto for funding gaming studios: $500K seed equity for product discovery, Grey Zone convertible debt ($1-3M) for content build-out, and pure debt or cohort financing for scaling user acquisition. The model only works if the foundations are solid. If...
Great games cost money to build. They always have and always will (even with Gen AI!) You can moonlight on the side. Work for hire to fund your own IP. Bootstrap your way to a soft launch. But at some point, if you want to build something that reaches millions...
The market for new ways to fund mobile user acquisition is exploding. But there is still a lot of confusion among publishers about the different financial products and how to understand the pros and cons of each of them. We created this definitive guide to funding mobile user acquisition to...