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Ripe For Disruption: The Asset Management Business

Joe Reilly, CEO of Circulus Group and a longtime contributor to Family Wealth Report, interviewed me to share views on disruption in asset management, my research into the field, and where the industry needs to be headed. Reilly: You’ve been co-leading a research project on innovation in the [...continue reading]

Many people can’t see your website. Here’s how to fix it.

You’ve spent all that money and time building a perfect website, but can people actually see it? I periodically hear from friends at some large enterprises that they can’t see the sites we manage (VersatileVC.com, Teten.com, and PEVCtech.com), because their corporate firewalls block them. Given [...continue reading]

Consumer Behavior Post-COVID: What do the data say?

The HBS Club of NY just hosted a discussion Wednesday led by Drop Technologies' CEO, Derrick Fung, on "Consumer behavior post-COVID: What do the data say?" I'm an investor (via both HOF Capital and ff Venture Capital) in Drop. Check out the video. Derrick discusses what Drop has learned and what [...continue reading]

5 Innovative Fundraising Methods for Emerging Venture Capital and Private Equity Funds

How do you raise money for your venture capital or private equity fund from family offices and high net worths?  I see five innovative new methods for raising capital which emerging managers such as Versatile VC are using, which I’ve ranked in roughly descending order of popularity:  Join [...continue reading]

How do you attract family offices and other large investors to your direct investing platform?

One of the best business models ever is creating a marketplace between investors and investment opportunities. However, the challenge with this two-sided market is: how do you get the investors to show up? It’s hard enough to get the retail investors, but the family offices and other large check [...continue reading]

11 Ideas to Organize an Event Family Offices Want to Attend

Lots of event planners and anyone raising capital want to attract family offices. But how?   I’ve identified a range of best practices that I’ve seen other organizations use in serving the family office community, in roughly declining order of impact: 1. Advertise that the event is strictly [...continue reading]

New video: How Private Equity and VC Investors Accelerate Portfolio Company Success

I just spoke at the London Business School Multiple:X conference Friday on How Private Equity and VC Investors Accelerate Portfolio Company Success, based on my Journal of Private Equity research study. I've embedded below my presentation and the video.   [...continue reading]

Should you give an anchor investor a stake in your fund’s management company?

Raising capital for a new fund is always hard. Should you give preferential economics or other benefits to a seed anchor investor, who makes a material commitment to the fund?  These “VCs for investment management companies” are also known as GP Stake investors or fund platforms.  According to [...continue reading]