An Unintended Consequence Of Capital Efficient Companies
I recently read an analysis that brought together several important industry trends. On the one hand, there’s nothing in it that the public didn’t already “know”. On the other, the analysis pr...
Life Science – Gene Therapies Provide New Hope for Families
I wanted to follow up my last post about breakthrough therapies with something a little less clinical and a little more personal. Last month I had the honor of attending a luncheon hosted by the Calli...
Life Science – Regulation Gives Way To Innovation
Over the decade of the 2000s it became increasingly clear that structural issues made investing in biotech companies a high-risk, low return game. The clinical trial process lasted a decade, and cost...
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#Outperformance in #venture is a game of power law, but enterprise vs consumer patterns differ:
Ent = 🧺of exits / ... IPO or M&A in ↕️ mkt
Consumer = Large individual exits / IPO in ⬆️mkt
🙏@beezer232 & @EvanTarzian for the analysis. Read the full report 🔗https://bit.ly/3Cf17Uv
The latest #OpenLP newsletter on what's in store for venture + resources/tips for VCs
🙏Insights x @AdamLewisPI, ... @Beezer232, @cupazhou, @danprimack, @edsim, @hunterwalk, @KateClarkTweets, @mikeeisenberg, @natewcl, @rrhoover, @saka_nuru & @vedikaja_in
Still digesting this chart… “Historically, Top Quartile DPI has exceeded 2x in only a small handful of years”. ... 👇 got to go for the outperformce https://twitter.com/meghankreynolds/status/1576590841799245824
6 years in venture, dozens of convos w LPs, 4 key questions to each & ~12K words that aim to demystify the opaque ... 🌏 of #LP investing.
To be or not to be an LP
What makes a phenomenal (vs good) GP
Common advice to ignore
Bravo @cupazhou 👏👏👏
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