Follow me

With So Many Options for Marketing Your Business, What Content Should You Promote Where?

Your company typically has seven layers of content marketing. Here are tips for each layer.What content do you use in marketing your firm? And what content should go in which place?Your company (or your fund, if you’re a VC) typically has a 7-layer stack of marketing content. In descending [...continue reading]

First-ever Survey of VC Tech Stacks

We think one of the industries with the greatest room for improved use of technology is venture capital itself.   Blue Future Partners, a fund of funds, and PEVCTech.com are now running what we believe is the first-ever large-scale survey of VC firms’ technology stacks.Filling out this survey [...continue reading]

Ready to Join a New Management Team? Here’s How to Do Your Due Diligence First

I get emails every week from mid-level and senior executives who want to join a growth company. You’re going to be spending 40+ hours/week with your new colleagues, which is more time than most of us spend with our spouses. So I put together some notes on how to due diligence a management team, from [...continue reading]

How to Scale Support of Portfolio Companies

As I’ve worked to build out HOF Capital’s portfolio acceleration platform, the #1 question I think about is: how do we scalably support our companies?  Large private equity funds like KKR can afford to pursue a consulting model (Capstone), typically with associated fees, but that doesn’t normally [...continue reading]

How VCs Structure a Syndicate and Recruit Coinvestors

When I meet with other VCs, family offices, and other institutional investors, the most common question I get is: “What are the highest-potential companies in your portfolio which are raising now?”  I thought it might be helpful to provide transparency on how we and many of our VC peers think about [...continue reading]

A trial balloon: How large corporates can coinvest with their employees’ angel investing

Many large corporations face three seemingly disconnected challenges; they want:-       Better returns on their balance sheet and underfunded pensions;-       Access to the innovation economy to stay on top of the early-stage companies attacking their business; and-       Unique employee [...continue reading]

How to Identify Technology Trends for Macro Investors

I recently spent time with a hedge fund manager who asked for counsel on how he could identify macro trends (especially technology macro trends) which he could use to generate investment ideas.  The deck below summarizes my recommendations.  This overlaps with my research on origination for private [...continue reading]

Artificial Intelligence in Financial Services

I’ve presented at a few conferences lately on AI in financial services, particularly on how investors are using AI.  I’ve posted here an expanded version of my slides.  I provide an overview of why AI is a tool that so many people are exploring; what I think increases the odds of success for [...continue reading]

Microcredentials for the Effective Venture Capital or Private Equity Investor

Historically VC has been an apprenticeship business.  That said, I’ve identified quite a few microcredentials, conferences, and other learning opportunities which will help train you to be a better investor.  I’ve also published research here on private equity, venture capital, hedge funds and [...continue reading]

Fundraising Hacks for Venture Capital and Private Equity Funds

Historically, the process of winning capital from limited partners has been opaque.  However, in the last few years a few have started to use social media and become more transparent.  I particularly like OpenLP.com, SuperLP.com, and the Origins podcast.A few years ago, I presented at an Invesco [...continue reading]

First Annual MENA Tech Summit Launches in NY, for Investors and Entrepreneurs

When Harvard Business School’s Dean, Nitin Nohria, took office, he outlined five priorities to shape his agenda for the School during his tenure: curriculum Innovation, Intellectual ambition, Internationalization, Inclusion, and closer ties to the University (Integration).  At HBS Alumni Angels of [...continue reading]

Institutional Investor’s Cover Story is Our Research Study on Innovation in Investing

We’re happy to report that Institutional Investor just published our research study as their April cover story: “Asset Managers, Prepare to Have Your Business Disrupted” (about 2,000 words). You can download the full study in PDF (10,000 words) or join the discussion around the paper here on [...continue reading]

April 5 NYC: Family Office Investment Conference on Tech/Life Sciences Companies

I’m honored to chair DC Finance’s upcoming family office conference on investment in innovative technologies, April 5th, 2016, in midtown Manhattan.  Details at www.thenycmeetings.com.  This event is intended for Ultra High Net Worth Individuals and Single Family Offices, who attend at no cost. [...continue reading]

How Star Wars Will Help You Raise Capital for Your Company

When you’re raising money, you’re telling a story.  So who are some of the best stories and storytellers?   Greek mythology, the Bible, and in modern times, George Lucas and the Wachowski siblings.Star Wars and the Matrix are both modeled on Joseph Campbell’s wildly influential book, The Hero [...continue reading]