Founder Letter: Building for Durability
Where we’re leaning in, where we’re patient, and how we underwrite durability ahead of multiple expansion.
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Founder Letter: Building for Durability
By GE360 • Letter • 8 min read
Why durability first: In a cycle defined by higher rates and selective liquidity, we center our underwriting on cash conversion, pricing power, and operating levers we can control. Multiple expansion is a bonus, not the plan.
Where we’re leaning in: Mission‑critical services with recurring/contracted revenue; real estate with in‑place cash flow and operational upside. In both, we deploy playbooks—commercial focus, operating cadence, tech enablement, and aligned incentives.
What we’re avoiding: Projects where success depends on timing the cycle, exuberant leverage, or heroic assumptions in exit caps or revenue ramps.
How we’ll operate: Scorecards that tie to unit economics; weekly and monthly cadences; clear dashboards for investors; and scenario planning that preserves options.
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