Seeking CEO/CTO/cofounder for VC-backed SAAS startup: Identify and Move the Hidden Levers of Power

Do you think NGOs spend too much energy raising money, and not enough time just executing their mission? Do you think corporations don’t take full advantage of their extended network: social media followers, their employees’ families, their suppliers’ relationships, etc.? If the answer is yes to any of these, keep reading. Briefly, we think there’s...

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The Constitution for Your New Fund: Strategy, Culture, Decision-Making, Budget, and Data

(Thanks to my coauthor Dolph M. Hellman, Esq., Partner, Orrick, Herrington & Sutcliffe LLP; Chair, Orrick’s Private Investment Fund’s Group.) If you are launching your own investment management firm, we recommend designing a “constitution”: a set of documents covering the firm’s goals, legal obligations, and principles for handling disagreement. Coolwater Capital, the “Y Combinator for...

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How VCs Are Eating Our Own Dogfood: AI & Technology to Generate Alpha in Private Markets

Here are the slides and video of my keynote talk from Eagle Alpha’s alternative data conference, Feb. 12, 2025, in NYC. I spoke on “How VCs Are Eating Our Own Dogfood: AI & Technology to Generate Alpha in Private Markets.”     For more research on how investors in private companies can use AI and...

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Template Structure for the Anchor Investor in Your New Private Equity/ VC Fund

Many emerging fund managers find that large anchor investors request economics in their general partnership or management company. To help guide that negotiation, here’s a template of an opening letter to a potential anchor investor, laying out all your deal structuring options. You may find helpful a piece from Techcrunch on Should you give an...

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Family Office Masterclass: Who Will Disrupt Investment Management, and How?

Thanks to Family Office List for hosting me in a Masterclass today on “Who Will Disrupt Investment Management, and How?”. You can see the slides and video below.      ...

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For high school seniors: visit a very different America for a week, at no cost

I just won agreement from one of our children’s high schools to participate in the American Exchange Project.  This program sends high school seniors on a week-long trip to an American community very different from their own, and helps them welcome other students into their hometown for the same incredible experience. And it’s all 100%...

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