Research for Founders

I’ve included below some recent presentations to founders:



Investment Themes

  • Where are the Disruptive Asset Management Companies?
    The most attractive industries to disrupt are highly profitable ones, and asset management is traditionally a highly profitable industry. We believe there is significant room to disrupt this industry.
  • Artificial Intelligence in Financial Services
    AI is a layer of technology changing financial services just like many other industries.  I discuss what is AI, why is it exploding in prominence, how it’s impacting investing in particular, and then more broadly other areas of financial services.
  • Online Dating is the Future of Your Business
    Online dating is now a mainstream method for singles to meet one another. Entrepreneurs, investors, and other businesspeople can learn a lot from the diverse and well-developed business models in the online dating sector.

Other Presentations and Videos

Other research

I’ve written extensively on building a company: board of directorsbusiness models, competition, diversity, fundraising, internationalization, leadership, legal, management, market research, marketingmergers & acquisitionsnegotiationproduct management, recruitingsales, design, startup ideas, etc.

For well-organized content on growing your company, I recommend: Failory, Foundersuite, First Round Review, Founder Library, Goodwin Founders Workbench, GSV Passport,, High Output Founders Library, Holloway, Lean Startup Stack, Pillar playlist, StartupRocket, Startupschool, and For more general business education (not focused on tech startups), I suggest Biztree (business templates), HP Life, and