Case Studies

Forensic business analysis, the real story behind the decisions that defined companies and markets.

Case Study · 01

SoftBank Group

The Vision Fund: How $100 Billion Rewrote Venture Capital

A post-mortem on Masa Son's megafund, how it distorted startup valuations and what every founder should learn from its collapse.

$100B

Fund Size

-$32B

Cumulative Loss

Case Study · 02

General Electric

How a century-old industrial empire destroyed value through financial engineering and conglomerate sprawl.

$200B

Value Destroyed

Spinouts

Case Study · 03

WeWork

From the world's most valuable startup to bankruptcy in four years.

$47B

Peak Valuation

18mo

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