There is no better feeling for me when I connect a successful founder that I’ve backed to new founders in our portfolio. As a non-operator venture capitalist, seeing the knowledge trust being transferred is literally like being in the front row of the super bowl. I had the opportunity to…

The Berkshire Hathaway annual meeting occurred last week. Berkshire is up 7%, while the rest of the S&P is down 14%. From what I read, there was a lot of gloating going on. They criticized the retail investors as gamblers and identified Bitcoin and other cryptocurrencies as evil. But, as…

One of the most incredible VC hacks I stumbled across this year was the usage of expert networks. Expert networks are advisory firms with thousands of C-level executives in varying industries available for phone calls for due diligence and market research. I used Guidepoint, one of the largest networks, to…

The Way of the Thematic Investor I have been thinking a great deal about the thought process around investment themes and decision-making. As a generalist, I am a functional expert in nothing. I envy firms that emphasize themes and work around market outlooks before hitting the sourcing trail. This strategy…

I find myself fortunate that I have been sitting on my hands from investing in the last 6-months. I wish it were to say that I am a market-timing genius, but I’m not. This year, I came very close to investing in some companies — trying to be a price…

I hate it when VC’s say that one of their criteria is that founders need to be “coachable.” That infers there is a natural hierarchy of authority and roles. I would be foolish to think that I would immediately have this incredible feedback to impart to the founders as someone…

Public Market Overview: To say there was a shift in the growth sector this quarter is an understatement. The Nasdaq has been hovering near double-digit correction territory. The $QQQ, mainly cloud stocks, is down 9%. Cloud stocks led the repricing with an overall valuation median EV/NTM at 9.3x down from…

One of the most significant focus areas as a solo GP is pipeline management. It is super easy for me to let my eye off sourcing and business development efforts. It is so easy to lose focus because there are so many other plates that I need to keep spinning…

One thing that I have noticed in the world of venture capital is “investor hating.” Investor hating is when one group of investors has a natural inclination to disenfranchise another investor. Admittedly, I have also been a perpetrator of this behavior. Symptoms of investor hating include measuring other investors’ track…