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 companies using AI;...

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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...

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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...

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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 Authorea (where I’m an investor and board member). (Authorea...

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How to run your company based on metrics: what, why, how, who, and when

I review a lot of board decks with a beautifully hand-crafted page with metrics for the company.  That makes me nervous.   I prefer to see a screenshot of an internal dashboard, not something created for the board, and I prefer to see that same dashboard in the same format at every meeting.  The reason...

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Interview with Harry Stebbings: How VCs Find Startups and How To Add Value Once Invested

Harry Stebbings posted an interview with me on “How VCs Find Startups and How To Add Value Once Invested”, among other topics. This was his 95th interview on his 20 Minute VC podcast series. Listen here...

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