Sam Clayman is a venture investor at Asymmetric Capital Partners who writes under his own name about ideas like acquisition platforms, healthcare consumerization, grid software, and onshoring electronics manufacturing, often applying private-equity thinking—like leverage, earnouts, and free-cash-flow reinvestment—to deals in overlooked sectors such as pool services, Latin American marketplaces, and domestic electronics. He favors businesses where software strengthens a real-world operation rather than standing alone, such as Splash and Elevva, and he's been direct about where he thinks Asymmetric adds the most value—hiring, go-to-market, and fundraising—while being upfront that product and engineering aren't the firm's strongest areas.