About
Redchip Ventures LLC is an Auburn, Alabama company and the parent of Arkvera Grove Partners. Redchip publishes the research. Arkvera applies it to client work.
Most market material is written to sell something: a building, a listing, a service, a town. It reads as confident because confidence is what sells. The numbers behind it are rarely shown, and the weak spots almost never are.
Redchip publishes the other kind. Every material figure is traced to a filing, a public record, or a dataset. Where the data does not exist, the report says so. The conclusions include the ones nobody is paid to reach, such as a site that is not ready, a market that has added supply faster than demand, or a deal that should wait.
The research is free because it is how people find the work. When a reader needs the same discipline applied to one specific site, company, or deal, that is what Arkvera does.
Who writes it
Founder, Arkvera Grove Partners · Partner, Vanguard Industrial Partners
Dan writes most of the research. Over more than 20 years he has built enterprise software and data systems for large companies, managed investment capital, advised operators, and worked on real estate and private-company transactions. That mix is the reason the research crosses between buildings, companies, and capital rather than staying in one lane.
He is the author of a book on AI, IoT, and the intelligent edge in the enterprise, and writes The Grove Papers, an investigation of large capital projects and who ends up carrying the risk. He lives in Auburn, Alabama.
Redchip also publishes work by partners and guest writers: operators, developers, engineers, and capital partners who know a market or a sector first-hand. Every report names its author, and contributors are held to the same standard as everything else here, including sourcing, disclosure of any interest in the subject, and the willingness to publish an unwelcome conclusion.
Named contributors will be listed here as their reports publish. If you work in one of these markets and want to write something with us, say so through the contact form.
| Name | What it does |
|---|---|
| Redchip Ventures | Publishes public research on markets, sectors, and transactions. |
| The Grove Papers | Investigates specific deals and projects, and what happened after the announcement. |
| Arkvera Grove Partners | Applies the same discipline privately to one client decision at a time. |
| Vanguard Industrial Partners | A separate design-build developer where the author is a partner, and which can execute when building is the answer. |
Where Redchip, Arkvera, or Vanguard has a direct interest in something a report covers, the report says so. See the Method page.