Ability, Sensibility, Repeatability, And Authenticity
I originally wrote this meditation on fund evaluation for my quarterly letter to investors, but thought I’d share it more broadly because people frequently ask me about my selection criteria. Hope ...
For The Moment Mellow …
Since I too often bellyache on these pages, I thought I’d share something I wrote for a quarterly letter at the end of last year. Ironically, the poem I reference is called Temporary Well Being. Co...
The Money Behind The Money: A Conversation With LPs and GPs
Two LPs, a GP and a managing director from Cambridge Associates walk into a bar. Sounds like the opening to a killer gag that would be appreciated by dozens....
The Circle Of Life And The Exit Sphincter
Open LP on TwitterFollow
The $1 billion unicorn term has lost most of its meaning, argues @alex of @TechCrunch.
"We need a new framework for ... startup valuations."
This is quickly becoming the norm. Almost everyone of size is headed in this direction... ... https://twitter.com/ychernova/status/1465351291920601089
Who decides what deals get done?
A VC firm's decision-making process is a critical component of it's overall ... governance.
Here are some different models to consider, courtesy of @BlueFutureTeam:
Asset owners cite investing in emerging and diverse managers as “one of our biggest priorities.”
"Allocators... feel overwhelmed with where to start."
More on how asset owners are solving the emerging manager problem from @AliciaMcElhaney.
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