William Foley
San Francisco
About
I build companies and analyze them. The two practices feed each other. The founder work teaches me what actually breaks inside a business, which sharpens the investment analysis. The investment work teaches me how markets price execution risk, which sharpens the operator decisions.
Most recently I built Flonance, an AI-native accounts payable platform, solo from zero. Before that, Rill Athletics, a client intelligence product for personal trainers that landed seven paying customers in Lisbon. I've closed $1M+ in personal deal volume across automotive and fitness B2C, averaging $1.5K front-end gross per deal and a 20% close rate on consultative sales.
My equity research practice has run for a decade. I started reading 10-Ks at nine. I've documented 5+ investment memos on positions that appreciated 50%+ within six months of entry, with a framework built around defined-risk structures, deterministic position economics, and disciplined exit criteria. The work draws on first-principles fundamental analysis paired with options-based expression of conviction.
The throughline across everything I've built is the same question: where does the work compound, and where does it just burn?
Equity Research
Public equity analysis. Defined-risk options structures, position economics, and post-mortems on disciplined passes.
CoreWeave (NASDAQ: CRWV)
A defined-risk options structure on the AI infrastructure thesis. The memo walks through entry timing on the post-Q3 selloff, the contractual math of a $35-wide call debit spread, and a ten-point sanity framework that survives a quarterly earnings print.
NuScale Power (NYSE: SMR)
A thesis I researched and chose not to deploy capital into. The memo documents the analytical framework that produced the pass, then revisits the decision against the stock's subsequent behavior. Discipline as analytical output.
Market Analysis
Industry briefs and competitive landscape work for private-market opportunities.
Operating Work
Solo-founder product builds with documented customer outcomes.
