Insights
The thinking behind the platform.
MAD's Insights library brings together essays, investor notes, founder letters, platform updates, and field notes on capital, systems, venture building, and the future.
Intro
A body of thinking about how capital must evolve.
MAD is not only building funds.
It is building a body of thinking about how capital must evolve for the next century.
The Insights library is for investors, founders, philanthropists, policymakers, partners, and ambassadors seeking to understand the deeper logic behind the MAD platform.
Categories
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Capital
What the 2026 Budget Did to Australian Private Capital.
Positives and unintended consequences of the 2026-27 federal budget for the VC sector, and the structural case for the ESVCLP wrapper and MAD Fund 1.
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Capital
Why MAD Is a Platform, Not a Fund.
A foundational explanation of the MAD architecture, and why the future requires integrated capital platforms rather than single-purpose funds.
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Capital
Capital for Restoration, Transition, and Transformation.
The three-part thesis behind MAD's investment focus. Where value is moving, why, and what kind of capital the systems the world depends on actually need.
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AI and Real-World Systems
Why AI Makes the Physical World More Valuable, Not Less.
A practical argument for why real-world systems become more important in the age of AI, not less, and what that means for capital.
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Founders
The Era of the Giraffe.
Why venture needs a new founder archetype, grounded in resilience, reach, awareness, and practical adaptability.
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Capital
What Venture Capital Gets Wrong About Scaling.
A critique of traditional venture assumptions, and the missing middle for growth-stage companies that need a different kind of capital.
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Singapore and Global Capital
Why Australia Needs a Global Capital Bridge.
How Australian innovation can be better connected to international capital and markets, and what kind of architecture that connection actually requires.
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Singapore and Global Capital
Singapore, Family Offices, and the Next MAD Chapter.
Why Singapore matters to the global MAD platform, and what the next chapter of the architecture is being built to deliver.
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Capital
The Missing Middle.
Why growth-stage companies need better capital structures and deeper support, and where the structural opportunity sits for allocators.
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Philanthropy
Philanthropy as Amplifier, Not Charity.
How catalytic capital can attract larger pools of private and institutional capital, and what that means for the next century of giving.
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Editorial
What World Will We Choose to Finance?
A short essay on the question that sits underneath every capital decision being made today, and the answer the next decade will require.
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Philanthropy
Blended Finance at the Inflection.
What the 2024 data tells us about the maturation of catalytic capital, and what the underdevelopment of philanthropic deployment in particular says about the structural opportunity ahead.
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Capital
When Venture Capital Lost the Plot.
The Compass answer to a decade of lazy pattern-matching, and what the academic research now confirms about how the best investors actually decide.
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