Unlocking hidden value: How niche markets are bigger opportunities than VCs thinkThe easiest way for a VC to kill a deal is to state “The market is too small.”Mar 6Mar 6
The dry powder fallacy: why there is 50% less startup capital than we thinkIf there were any doubt startups would experience a tumultuous 2023, the SVB crisis quashed it. Even though we are on the other side of it…Apr 17, 2023Apr 17, 2023
What proximity matters most for building vertical startups?For most of startup history, the prevailing practice was to move west. That’s where the opportunity, talent, and capital was (is?). In…Dec 17, 2022Dec 17, 2022
What happens when you over-index on momentum earlyMonths into starting my career in venture, I saw a high-performing company implode. This company was well beyond the typical “implosion”…Aug 27, 2022Aug 27, 2022
You only need to do these three things to kick a$$ at your jobThe thing I love about job interviews is that they are bi-directional.Apr 16, 20221Apr 16, 20221
You never get a second chance at a first impressionDuring my business school orientation at Booth, the facilitators split us into teams of a dozen. At the end of the first day, we each…Jan 9, 2022Jan 9, 2022
The hard stuff: when volatility creates opportunityVolatility is the “liability to change rapidly and unpredictably, especially for the worse”. We often reference it in regards to public…Oct 10, 2021Oct 10, 2021
Seeding the exception: A flight to safety and back againThis time last year we were in the midst of the worst stock market crash in history. The private markets were no different. Notably…Mar 22, 2021Mar 22, 2021