What I offer
Peace of mind for exiting owners of UK SME's
Kana Capital is a long duration investment HoldCo. We serve the UK SME market through the acquisition of founder led businesses that do not have succession plans. We are not asset flippers. Our goal is to preserve legacy and values, enabling businesses to continue down their prosperous path.
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Incentive Design and Implementation Advisory
"Show me the incentive, and I'll show you the outcome" - Charlie Munger
Whilst building the world's most radically aligned company, I outsource this lever of value creation to businesses to drive tangible results across their highest priority business objectives.
Investment Due Diligence
I appraise the credentials of private and public market equities using a multi-disciplinary lens that leans into history, and behavioural psychology. I apply a value investing framework seeking to minimise investment risk to create asymmetric outcomes.
"Heads I win, tails, I don't lose much".
Financial Education
I am committed to demystifying the often misunderstood world of investing and financial markets. My focus is on simplifying equity investing and championing broader access to financial education — ensuring people of all ages and backgrounds can build confidence in managing their financial futures.
Experiences
Portfolio Manager and Trader
I began my career on the graduate programme at J.P. Morgan Asset Management in 2012, spending a decade across Treasury, Portfolio Management, and Trading. During this time, I gained invaluable exposure to exceptional leaders and absorbed best practices from the world’s leading financial institution.
Equity Research Analyst
I supported the research efforts of a prominent NY based investment firm managing high-conviction portfolios for family offices & foundations. My work focused on identifying quality compounders, conducting deep business analysis, and assessing long-term disruption risk within the public markets.
Head of Finance & Operations - The Diary of a CEO
I oversaw a breadth of responsibilities as the Diary of a CEO became one of the worlds leading podcast brands. From developing the finance function, to streamlining processes, I oversaw the teams expansion from 20 to 40 FTE's, 550% YouTube subscriber growth, and > 100% y/y profitable revenue growth.
Investment Analyst - Flight Story Fund & Flight Ventures
Led investment strategy for Steven Bartlett's PE fund, targeting high conviction European investments with unicorn potential. Involved in the end-to-end investment process.. I also drove value creation initiatives via board representation across a variety of Dragons Den investments.
