As I’ve worked to build out our 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 make economic sense for a VC. We have lower AUM,...
[Continue Reading]New techniques for identifying macro themes and trade ideas
I recently presented at the AI and Data Science in Trading conference on new methods to identify macro trends (especially technology macro trends), and more narrowly trade ideas for public market investors. I’m drawing from my research on origination for private equity/VC funds; how large corporates can identify the most relevant disruptive companies; and elicitation....
[Continue Reading]For emerging VC and private equity investors: Accelerators, Platforms, Communities, and Incubators
This is part of a series on building your career in venture capital: Reading list for working in private equity/venture capital, including all of the major online communities, programs, and educational options for people studying VC How to win consulting, board, operating, and investment roles with private equity and venture capital funds (video) How to...
[Continue Reading]Fundraising hacks for alternative investment managers: venture, private equity, hedge 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’ve collected the best guidelines here. If you have any other resources to add, please contact me. First, I’ve written a number of essays on fundraising...
[Continue Reading]Free Copy of The Lower-Risk Startup: How Venture Capitalists Increase the Odds of Startup Success
One of my responsibilities is helping to accelerate value creation in our portfolio companies. I published the first research study on this topic in the Journal of Private Equity, peHub, Betabeat, and Techcrunch. The Journal of Private Equity has now (temporarily) made our full study available for complimentary download: The Lower-Risk Startup: How Venture Capitalists Increase the Odds of Startup Success. They...
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