Founders Edge: How we quantitatively assess founders’ odds of success

I’m excited to share the latest in PEVCtech’s periodic series on the tech and analytics stack of investment management firms. We’re fortunate to interview Greg Raiz, Founder of Founders Edge VC, and Jess Lynch, Partner.  Founders Edge (fka Raiz Capital) is a member of the most recent Coolwater Capital cohort of emerging venture capital managers....

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Video: Best Practices for Using AI in Family Offices

I was honored to present to Digital Evolution Institute at the Global Family Office Governance and Technology Summit at Fordham University, on how the most tech-savvy family offices are using AI, Tech and Analytics.  ...

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The Future of VC Models and the Portfolio Diversification Game

I recently did a podcast interview with Michael Oliver Weinberg, CFA. For three decades Michael has invested directly at the security level and indirectly as an asset allocator in traditional and alternative asset classes. Most recently he was a Managing Director, Head of Alternative Alpha, on the Investment Committee and a board member at APG, a...

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How to Configure a CRM for an Investment Management Firm

I’m surprised at how many emerging managers launch without a CRM, just a shared spreadsheet. I strongly recommend use a proper CRM from day one. For advice on which to use, see What is the Best CRM and Marketing Tech Platform for a New Private Equity/Venture Capital Fund?  Your goal should be to add ALL...

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How Tiferes Ventures Uses AI to Make Better Investments

Tiferes Ventures is an AI-centric VC firm founded by Clark Valberg, co-founder and former CEO of InVision. Tiferes believes in eating their own dogfood, and recently organized an internal hackathon, in which all team members had to experiment with creating Custom GPTs for the respective processes they ran.  Michael Rubin, SVP Strategy and Chief Legal Officer,...

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How Influencers Can Legally Raise Capital for Funds and Companies

How can influencers raise capital for companies or funds, without running afoul of restrictions on “general solicitation”? The 2012 bipartisan JOBS Act was supposed to empower funds and individuals to raise capital more openly: to publicly advertise their track record and what they’re selling, just like almost every other industry. However, as far as I...

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