I was honored to be the only male speaker (other than Worth personnel) presenting at last week’s Worth Groundbreaking Women Summit. It was great to meet Jim McCann, principal of the family office which owns Worth. I was on a panel on Diversifying the Cap Table with La Keisha Landrum-Pierre, General Partner at Emmeline Ventures,...
[Continue Reading]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...
[Continue Reading]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...
[Continue Reading]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,...
[Continue Reading]🚀High-Impact Opportunity for Emerging VCs! 🚀
We are reviewing applicants now for the next Coolwater Capital cohort of emerging VCs. Apply ASAP to build the next great VC fund. We accelerate VC funds to help them build the next great VC powerhouse. We have graduated 256 VC funds, which have raised $3B+. Via our portfolio GPs, we are invested in and...
[Continue Reading]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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