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 should take you no more than 7...
[Continue Reading]How to scale support of portfolio companies
As I’ve worked to build out our 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 make economic sense for a VC. We have lower AUM,...
[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 a variation of: “What are the highest-potential companies in your portfolio which are raising now?” and “Which of your companies are raising now and are looking for coinvestors?” I thought it might be helpful to provide...
[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 can identify the most relevant disruptive companies; and elicitation....
[Continue Reading]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...
[Continue Reading]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...
[Continue Reading]