How investors & consultancies can monetize their operational data

Halluminate.ai, an Orange Collective portfolio company, wants to license the internal operational data of financial institutions, consulting firms, or similar knowledge work institutions, e.g., old deal rooms, client projects, etc. They will pay you up to 6 or 7 digits. Halluminate works with Anthropic, OpenAI, and other leading AI labs to build RL (Reinforcement Learning)...

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The AI-Native Platform Behind Orange Collective, Investing in Y Combinator Companies

We’re happy to share the latest in AltsTech’s series profiling how investment managers are using AI, tech, and analytics to generate alpha. I’m fortunate to interview  my Partner Dave Yen, co-founder, Orange Collective. OrangeCollective.vc is a VC fund exclusively investing in AI companies from Y Combinator. YC is the world’s leading tech accelerator; the median...

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The Most Common Mistakes that Fund Managers Make When Fundraising

Fundraising is just sales. As in all sales processes, you need to build a pipeline, take rejection, and keep plugging. Unfortunately, I see fund managers making the same errors in fundraising, repeatedly. Based on what NOT to do, here’s what I recommend you actually do: Build a pipeline of actually qualified leads, instead of “networking”...

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🇺🇸 NYC Conference September 3: Investors for a Better America 🇺🇸

I hope you’ll join me September 3 in Manhattan for the first-ever conference on “Investors for a Better America”. We believe generating strong investment returns is far easier in a healthy constitutional democracy. Investors for a Better America is a nonpartisan conference that aims to activate investors and family offices from across the political spectrum...

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VC content strategy in a generative AI world

I’ve made a major change in my content strategy. Some people ask me how I’ve ended up posting so much on this blog and elsewhere (Entrepreneur.com, Forbes, Harvard Business Review, PE Hub, Institutional Investor, Techcrunch, VentureBeat, etc.).  I have 5 motivations: Education. I think that my core responsibility as a manager and investor is to learn, document, improve,...

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How to ensure the contract you just signed is enforceable

When we negotiate a deal, the paperwork is intended to document the deal, and ensure that all parties keep their commitments. But I admit it: I’m paranoid.  How do I ensure enforceability?  We are investing millions of dollars based on a few pieces of paper, a feat only possible in the context of a high-trust...

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