Jay Jamison

Automation ROI often gets framed as a math problem: hours saved multiplied by headcount. That framing misses the real value. The biggest gains come from predictability. When leaders can trust cycle times, staffing needs, and quality outcomes, decision-making improves everywhere. Predictability reduces stress. It improves borrower experience. It makes growth manageable. If your ROI model only counts time saved, you’re likely undervaluing the impact. How do you measure success when processes actually stabilize?

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The MAW (Multiple Award Winner) problem with SBIRs has finally come to a head. MAW is a PC term for SBIR-mills, and they have always distorted the SBIR process and sucked up money that should be sent to real, value-producing startups. In my opinion, however, this has always been a problem with topic selection and criteria. This problem could easily be fixed by the author of the topic being specific and the reviewers being skeptical of any respondent they hear over and over and over. Back when I responded to SBIRs, I was quietly told the way to win an SBIR is to write the topic for the sponsor. The issue isn't with MAWs, it's with topic sponsors and agencies not being willing to do what is well within their power.

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Just read a piece from the team at Camber Creek portfolio company Proof on the evolving state of authentication…and it hit home. For years I’ve been thinking “passwords are dead,” but also lamenting the difficulty navigating the labyrinthine world of advanced security. This blog lays out exactly what’s replacing passwords in a way that’s practical, not just theoretical. Five methods stood out: - App-based authenticators finally killing SMS (good riddance, SIM-swap nightmares) - Continuous authentication that watches behavior during the session (the “someone stole the cookie but can’t act like you” protection we’ve all been missing) - Adaptive authentication that doesn’t treat grandma on her usual iPad the same as a login from a Tor exit node in a new country - MFA done right (and then taken further with verified digital certificates) - Biometrics with actual liveness + document tying, so it’s not just “a face” but your verified face What really resonated was the reminder that the strongest systems aren’t about piling on more factors; they’re about using the right factor at the right moment. Risk-based, context-aware, and (crucially) user-respecting. I’m biased but Proof’s angle of anchoring everything to high-assurance digital certificates feels like the missing glue. It’s one thing to authenticate someone at login; it’s another to carry that verified identity forward through the entire session, signature, or transaction. This one is worth the read. Link in comments. #venturecapital #cybersecurity #fraud

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Two weeks ago on Swimming with Allocators, we sat down with David Clark, CIO at VenCap, to talk about what decades of venture data can teach allocators. One takeaway that stood out: discounts don’t matter as much as people think in venture secondaries. Because venture is such a power-law asset class, outcomes are driven by exposure to a few massive winners. Whether a stake is bought at a small discount, or even a premium, often matters far less than the quality of the underlying company and its upside. Great conversation on venture returns, manager selection, and the nuances of how allocators should think about secondary investments. 👇 Link in the comments.

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