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Investment Theses

Industries

I am particularly interested in three sectors:

Company profile

I typically invest at Seed through Series B.

Firm management

  • Better process creates better results for investorsI cannot promise limited partners performance alpha, but I can promise process alpha.
  • If tech investors eat their own dog food, and use technology and analytics in their investment process, they’ll get better results.  In the liquid markets, firms like DE Shaw and Two Sigma have rethought investing by using technology and data to inform their decision-making. In the private markets, few investors are yet doing this. See Venture capitalists eating our own dog food: Using technology and analytics to make better investments

Macro themes

  • More and more high potential people are becoming founders, because of lack of traditional job opportunities; far better education around founding companies; and the no-code movement.
  • In a time of pandemic, trusted business relationships are far more valuable than relationships with people with whom you don’t have a history.
  • Revenue-share investing is a better fit than traditional equity venture capital for many growth companies.