Deal-Flow Network — Ardenvale

Concentrated Public Equity 14 contacts

Name	Type	Next Action
John Mihaljevic — MOI Global	writer	Follow up if no reply by May 29
Cold email sent May 22 2026. Introduced Ardenvale as a family office seeking MOI Global membership. Offered a guest thesis submission. Email: john@moiglobal.com (Hunter score 100, verified). MOI Global is the highest-signal value investing community — membership grants access to concentrated fund managers, family offices, and idea flow.
MOI Global Community	LP-network	Await John Mihaljevic response; prepare thesis submission draft
Premier membership community for concentrated value investors. Best Ideas conference, Manual of Ideas. Members include concentrated fund managers, family offices. Outreach initiated via John Mihaljevic email May 22 2026.
Patrick O'Shaughnessy — Invest Like the Best	writer	Follow up if no reply by May 29
Cold email sent May 22 2026. Offered a differentiated family office perspective on concentrated portfolio construction for his podcast community. Email: patrick.oshaughnessy@osam.com (Hunter score 92, verified). His podcast audience IS the deal-flow network — getting adjacent to it opens co-investment and idea exchange.
Patrick O'Shaughnessy — OSAM Community	LP-network	Await response; if no reply by May 29, send a thread follow-up referencing a specific episode
CEO of O'Shaughnessy Asset Management (Franklin Templeton). His broader investor community is a deal-flow network. Cold email sent May 22 2026. Outreach also listed under Invest Like the Best podcast entry.
Alex Morris — TSOH Investment Research	writer	Engage as Substack subscriber; reply to an essay with a thesis question
Former buyside analyst, CFA, author of Buffett & Munger Unscripted (Amazon Best Books 2025). Concentrated public equity portfolio with full transparency. Twitter: @TSOH_Investing. Warm intro recommended or engage via Substack first.
Citrini Research — James van Geelen	writer	Engage on Twitter or Substack with bottom-up validation of one thematic basket company
Founder of Citrini Research and Managing Member of Citrinitas Capital Management. Thematic equity research on AI, GLP-1, defense, fiscal policy. Featured in Bloomberg and The Economist.
Conor Mac — Investment Talk	writer	Reply to a Substack essay with a thoughtful family office angle
Writer behind Investment Talk on Substack (26K+ subscribers). Key connector in the Substack value investing community — cross-promotes Alex Morris, TSOH, Overlooked Alpha. Actively invites reader email. Twitter: @InvestmentTalkk.
Net Interest — Marc Rubinstein	writer	Subscribe and engage via Substack or LinkedIn
Former head of financials research at a major hedge fund. Weekly newsletter on fintech, banking, financial services. Widely read by institutional and sophisticated individual investors.
Overlooked Alpha — Substack	writer	Subscribe and submit a reciprocal small-cap idea
Anonymous Substack author publishing institutional-grade research on overlooked small-cap public equities. Recommended by Alex Morris and Conor Mac. Directly relevant hunting ground for a $5M concentrated portfolio.
Ted Seides — Capital Allocators	writer	Send substantive note referencing a specific episode; ted@capitalallocators.com
Former CIO of Proteges Partners (the fund that bet against Buffett). Runs Capital Allocators podcast — deep, rigorous on investment process, portfolio construction, manager selection. Welcomes thoughtful outreach on specific episodes. Verified email: ted@capitalallocators.com.
Todd Wenning — Flyover Stocks / KNA Capital	writer	Post a moat-analysis question via Substack on a company he has researched
President & CIO of KNA Capital (Ohio RIA). Writes Flyover Stocks — monthly deep-dives on overlooked quality businesses with economic moats. 20 years in finance. Former Morningstar equity stewardship lead. Twitter: @ToddWenning.
VALUEx — Annual Conference	LP-network	Research application timeline; MOI Global connection helps significantly
Annual invite-only gathering of concentrated value investors in Klosters, Switzerland. Peer-led format. Attendees include fund managers, family offices, independent investors. Application-based; quality of thinking is the admission criteria.
Value Investors Club	LP-network	Submit application with first investment thesis (Week 1 priority)
Online community founded by Joel Greenblatt where vetted investors share best ideas. Contest-winning ideas have demonstrated market-moving alpha. Members-only. Membership by merit — requires thesis submission.
YoungHamilton — Analyzing Good Businesses	writer	Engage via Substack with a ROIC persistence question on one of his covered companies
Anonymous Substack author covering 70+ public companies with high returns on incremental capital. Institutional-grade ROIC and FCF analysis. One of the most rigorous independent analysts active today.

PE / Secondaries 5 contacts

Name	Type	Next Action
AngelList Rolling Funds	LP-network	Create AngelList profile; identify 3-5 Rolling Funds to research (Week 1)
AngelList Rolling Funds allow accredited investors to commit quarterly capital to a GP. 10K+ GPs active, median check sizes $25K-$250K. Operator-led syndicates returning 3.2x more than professional managers (2026 data). Target $500K-$1M across 5-10 funds.
Gil Penchina — AngelList Syndicate	GP	Apply as LP via AngelList syndicate
Former VP at eBay. Historically one of the most prolific syndicate leads on AngelList — backed LinkedIn early, Zynga, Cruise. Runs multiple SPVs. LP capital is the on-ramp.
Jason Calacanis — LAUNCH / AngelList	GP	Apply as LP via AngelList syndicate; reference family office operator background
Prolific early-stage angel. Runs LAUNCH syndicate on AngelList with thousands of LPs. Invested in Uber, Robinhood, Calm. Host of This Week in Startups. Standard on-ramp: $25-50K LP check.
Naval Ravikant — AngelList	GP	Build warm intro path via AngelList community first; direct outreach requires referral
Co-founder of AngelList. Legendary early bets (Twitter, Uber, Notion). Less active in deals now but influential networker. Warm intro only — realistic path is via AngelList orbit and content engagement.
Zachary Ginsburg — Calm Ventures	GP	Apply as LP; engage with Last Money In podcast community
Founder & GP of Calm Ventures. Co-host of Last Money In podcast on SPV investing. 700+ SPVs across career. Deal-by-deal SPV at early stage — ideal access model for a $5M individual investor. AngelList channel.

VC 2 contacts

Name	Type	Next Action
Elad Gil — Operator Angel	operator	Warm intro required — engage deeply with High Growth Handbook writing first
Legendary operator-angel. Backed Stripe, Airbnb, Coinbase, Pinterest early. Author of High Growth Handbook. Former VP at Twitter. Top-1% deal flow globally. Warm intro required.
Karim Atiyeh — Ramp / Angel Investor	operator	Seek warm intro through Ramp investor network or AngelList operator syndicates
Co-founder and CTO of Ramp (fastest-growing B2B fintech). Active angel co-investor in fintech and SaaS. Led operator syndicates on Miravoice seed (April 2026). Sees fintech deal flow before it is priced.

Real Assets / Private Credit 2 contacts

Name	Type	Next Action
Doomberg — Newsletter	writer	Subscribe at Pro tier ($1,200/yr) to unlock direct email access
Anonymous team — experienced in heavy industry, PE, and finance. Most widely read finance publication on Substack. Non-consensus macro/energy analysis covering hydrocarbons, geopolitics, nuclear, metals. Pro subscription unlocks direct contact.
Tegus — Expert Interviews	LP-network	Research individual subscription pricing
Database of 100K+ expert interviews used by institutional investors and PE funds. Accelerates diligence on specific companies — channel checks and competitive intel without a full research team. Individual subscription available.

Absolute Return 2 contacts

Name	Type	Next Action
Macro Ops — Research Community	writer	Subscribe and join community Discord
Research community run by Alex Barrow et al. Covers global macro, value investing, and quantitative analysis. Active Discord community. Bridges macro-to-individual-equity gap.
The Diff — Byrne Hobart	writer	Subscribe and engage via Substack or Twitter
Writer and investor behind The Diff newsletter (50K+ estimated subscribers). Covers intersection of finance and technology — structural changes in markets, companies, capital. Genuinely non-consensus frameworks for how structural change creates investment opportunity.