December 25, 2022
Community

Merry Christmas!

Back to home

Merry Christmas!

I hope everyone had a great holiday!

← Read a newer postRead an older post →
Breakeven: Another Way to Extend Your Runway
New Fund Managers Must Be Good Managers as Well as Good Investors
A Key Insight from Former Stitch Fix President
Aggressive Negotiations Can Kill Partnerships
1100+ Consecutive Posts
Second-Level Thinking
Weekly Reflection: Week One Hundred Fifty-Five
What’s Your Negotiating Style?
Takeaways from Scott Kupor at Andreessen Horowitz
Founder Hack: Treat Sweat Equity and Financial Equity Differently
Success and Failure Are Neighbors
Spotters Create Their Own Paths
Start-up Bank Failure
Weekly Reflection: Week One Hundred Fifty-Four
Traits of a “Spotter” Entrepreneur
Biggest Companies: Fortune 500 vs. S&P 500
Don’t Act on Your Frustration
Traits Great Investors Have in Common
Great Contrarians Go Deep to Build Conviction
Carlyle Group Founder Created His Own Luck
Weekly Reflection: Week One Hundred Fifty-Three
Carlyle Group’s Secret to Building Culture: Persuasion
The Wise Man
Investing and Probabilistic Thinking
When the Decision Is Easy but the Implementation Is Hard
Venture Capital, In-Kind Distributions, and Registered Investment Advisors
LP Distributions: In-Kind or Cash?
Weekly Reflection: Week One Hundred Fifty-Two
Will More “Spotters” Look for Investor Capital?
Coinbase: An Example of Transactional Revenue Challenges
All Revenue Isn’t Recurring Revenue
Wealth, Income, and Company Building
Wealth vs. Income
Asking Others about Their Experiences Helped End a Debate
Weekly Reflection: Week One Hundred Fifty-One
How to Size a Market
Are You a Blank-Canvas or Lines Person?
We Learn What We Do
Recycling Management Fees for VC Funds
Business Name Generator
Raising Too Much Capital Too Early Can Turn Off Investors
Weekly Reflection: Week One Hundred Fifty
How a Founder Won Over an Angel via Cold Email
Financial Services Is Apple’s Next Big Market: Latest Move
You Can’t Get Great at Everything Before You’re Great at One Thing
Will Your Partners Support You When Times Get Tough?
Bill Gurley’s Thoughts on Alternatives When Raising Isn’t Optimal
In Your Pitch, Don’t Forget Your Vision
Weekly Reflection: Week One Hundred Forty-Nine
Right Question to Optimize Your Performance
Why Your Market Matters
Adjusting the Pitch on a Stalled Fundraise
Recording “Lessons Learned”
You Can Be Wrong and Still Win Big
“Spotter” Entrepreneurs
Weekly Reflection: Week One Hundred Forty-Eight
I Learn Best by Having Skin in the Game
More GP Stakes in VC?
Personal Growth
Decade-long Commitment a Turnoff?
CalPERS Commits $1B to Emerging Managers
Will Tech Layoffs Lead to Wider Distribution of VC Investors?
Weekly Reflection: Week One Hundred Forty-Seven
Closing Windows of Opportunity: Milestone Events
More Layoffs = More Potential Founders
Know Your Competition
Happy MLK Day!
How I Encourage Serendipity
Take a Simple Idea and Take It Seriously
Weekly Reflection: Week One Hundred Forty-Six
Predictions for 2023 from a Seasoned VC
Clarity of Thought
Make Time to Think
Vista Takes Duck Private . . . More Deals to Come?
Multipliers: A Different Breed of Entrepreneur
The Risk/Reward Calculation Is Moving in Favor of Entrepreneurship
Weekly Reflection: Week One Hundred Forty-Five
Upstream Habits
An Old Valuation Killed a New Investment
Understanding Personal Velocity to Predict Outsize Success
A Billion and Counting . . . and Still Leveling Up
Happy New Year!
Goodbye, 2022
Weekly Reflection: Week One Hundred Forty-Four
Do You Know How Your Business Is Performing?
Feedback Loops and Habits
Decisions by Poll
Seeking Truthful Feedback
Merry Christmas!
Running Down a Dream
Gauging How Painful a Problem Is
Rest-of-the-Year Plans
Subleasing’s Unanticipated Benefits
A Failed Start-up Helps a Founder with His Second Start-up
Emerging VC Fund Origin Story
Takeaways from an Interview with Vista Equity’s Robert Smith
Company Holiday Parties
Weekly Reflection: Week One Hundred Forty-Two
One Multifamily Office’s Approach to Start-up Investing
Sleep