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How entrepreneurs and executives can work with private equity and VC funds

I presented a few weeks ago to the American Marketing Association Executive Forum on how their members can work with and earn money from private equity and venture capital funds. I discussed all of the major engagement models: Expert Networks, Consulting, Interim Executives, Advisors, Board Members, [...continue reading]

Venture capitalists eating their own dog food: How private equity investors are using technology and analytics

I just published a guest essay in AlleyWatch on Venture capitalists eating their own dog food: How private equity investors are using technology and analytics (as of Sep. 2017). As of Dec. 2019, I posted an updated version here. [...continue reading]

First-ever survey of VC tech stacks

We think one of the industries with the greatest room for improved use of technology is venture capital itself.   Blue Future Partners, a fund of funds, and PEVCTech.com are now running what we believe is the first-ever large-scale survey of VC firms’ technology stacks. Filling out this survey [...continue reading]

How to identify technology trends for macro investors

I recently spent time with a hedge fund manager who asked for counsel on how he could identify macro trends (especially technology macro trends) which he could use to generate investment ideas.  The deck below summarizes my recommendations.  This overlaps with my research on origination for private [...continue reading]

Artificial intelligence in financial services

I’ve presented at a few conferences lately on AI in financial services, particularly on how investors are using AI.  I’ve posted here an expanded version of my slides.  I provide an overview of why AI is a tool that so many people are exploring; what I think increases the odds of success for [...continue reading]

Microcredentials for the effective VC or private equity investor

Historically VC has been an apprenticeship business.  That said, I’ve identified quite a few microcredentials, conferences, and other learning opportunities which will help train you to be a better investor.  If I’m missing any from the list below, please contact me. VC ASSOCIATIONS Let's Talk [...continue reading]

Introduction to the New York fintech community

I recently met with a friend who’s a senior executive at a large investment management organization.  She said, “fintech is really interesting, but I don’t have a clue as to how to get started.”  So I shared with her my notes on who the players are in the ecosystem.  If there are additional players [...continue reading]

Institutional Investor’s cover story is our research study on innovation in investing

We’re happy to report that Institutional Investor just published our research study as their April cover story: “Asset Managers, Prepare to Have Your Business Disrupted” (about 2,000 words). You can download the full study in PDF (10,000 words) or join the discussion around the paper here on [...continue reading]