(co-written with Jamie Finney, Founding Partner at Greater Colorado Venture Fund. His work on VC and small communities can be found at greatercolorado.vc/blog. ) This essay is part of a series on alternative VC: I: Revenue-Based Finance: a new option for founders who care about control II: Who are the major Revenue-Based Finance VCs? III:...
[Continue Reading]ESG in Venture Capital: Interview with Blue Future Partners (VC Fund of Funds)
Blue Future Partners, a venture capital fund of funds, recently interviewed me on Environmental, social, and governance criteria (“ESG”) in venture capital. You can read the full interview below. In your career in tech and VC, how has your focus on ESG responsibility changed over time? There’s an old line from Victor Hugo: “If a...
[Continue Reading]Family Office Association interview: VC and Disruption of the Investment Management Industry
Angelo Robles, CEO of the Family Office Association, just posted a video interview with me on “Venture Capital and Disruption of the Investment Management Industry”....
[Continue Reading]New video: Ideas for Hedge Funds to Identify Macro Themes and Trade Ideas
I recently presented at Alpha Events’ “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. Below is the video and slide deck I’m drawing from my research on origination for private equity/VC funds; how large corporates can...
[Continue Reading]Competitive Intelligence 101
I advise my portfolio companies to be careful about what information they make searchable publicly. But on the other side, I definitely recommend seeing what information others have made public. For each competitor, I suggest you do the following: Look on Angel.co for their pitch deck. Look on Crunchbase.com and Pitchbook.com and see if they...
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