Letters · Beta
Letters.
A serif-set, long-form publication. Three to six pieces a year, each signed. Topics: how diligence is changing, why memoranda matter, what a private-credit underwriter can and cannot know, and where judgement still has to live.
24 May 2026 · Alex Ouellet
What we measure instead of a summariser score.
On sealed datarooms, atomic truth ledgers, counterfactual guards, and how we run the engine before a partner ever sees an engagement.
15 May 2026 · Alex Ouellet
On the memorandum.
On why a signed memorandum, and not a chat transcript, is the artefact a partner can defend.
01 April 2026 · Alex Ouellet
What an underwriter can know, and cannot.
On the difference between a claim you can verify, a claim you can infer, and a claim a careful person refuses to make.
10 March 2026 · Alex Ouellet
What we will not build.
A signed ledger of the features Diligence OS refuses, and what the refusals are for.
20 February 2026 · Alex Ouellet
The intelligence is the workflow.
On why the model is the cheapest part of a diligence engine, and what has to be built instead.