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How to get superior returns in VC

A friend of mine interviewed for a job with massively successful hedge fund manager Steven A. Cohen.  My friend sat in the conference room, and Cohen walked in. He looked at his resume, and asked just one question: “What’s your edge?”  My friend got the job because his answer was differentiated, [...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]

How to negotiate a partner role at a VC or private equity firm

It’s hard enough to get a job at a venture capital or private equity firm; it’s even more complex to join as a Partner.  I thought it would be helpful to put together some notes on market norms and issues to consider in negotiating a partnership at an institutional investment firm.  These are many [...continue reading]

What content should you promote where?

Your company typically has seven layers of content marketing. Here are tips for each layer. What content do you use in marketing your firm? And what content should go in which place? Your company (or your fund, if you’re a VC) typically has a 7-layer stack of marketing content. In descending [...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 scale support of portfolio companies

As I’ve worked to build out HOF Capital’s 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 [...continue reading]

How VCs structure a syndicate and recruit coinvestors

When I meet with other VCs, family offices, and other institutional investors, the most common question I get is: “What are the highest-potential companies in your portfolio which are raising now?”  I thought it might be helpful to provide transparency on how we and many of our VC peers think about [...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 [...continue reading]