
Don't Die of Heart Disease
During my "hiatus" I've been doing research in a variety of different areas that interest me. After a personal experience with basal c...
The Deal
Founders have little to no diversification. They are all in on one idea, company, and mission. It's an insanely high-risk, high-reward endeavor. As founders become increasingly wary of this level of risk concentration, they begin to think about ways to mitigate it. One idea I've heard repeatedly is the notion that a group of founders can self-assemble and contribute a percentage of their equity in their company to a shared pool. That way, if they fail and one of the other founders in the grou...

Sequoia Wants It Hard
I have seen a lot of young first-time founders play it fast and loose in their fundraising processes the past several years. It’s been frothy times, so I think it brings out a lot of strange behavior. It got me thinking of when I was a young founder and the things I’d do, particularly one specific story that I tell people when I get asked “what not to do” when fundraising. Back in 2010 Steve and I launched GroupMe to much fanfare. It got a lot of attention out the gate because we built it at ...

Don't Die of Heart Disease
During my "hiatus" I've been doing research in a variety of different areas that interest me. After a personal experience with basal c...
The Deal
Founders have little to no diversification. They are all in on one idea, company, and mission. It's an insanely high-risk, high-reward endeavor. As founders become increasingly wary of this level of risk concentration, they begin to think about ways to mitigate it. One idea I've heard repeatedly is the notion that a group of founders can self-assemble and contribute a percentage of their equity in their company to a shared pool. That way, if they fail and one of the other founders in the grou...

Sequoia Wants It Hard
I have seen a lot of young first-time founders play it fast and loose in their fundraising processes the past several years. It’s been frothy times, so I think it brings out a lot of strange behavior. It got me thinking of when I was a young founder and the things I’d do, particularly one specific story that I tell people when I get asked “what not to do” when fundraising. Back in 2010 Steve and I launched GroupMe to much fanfare. It got a lot of attention out the gate because we built it at ...
Share Dialog
Share Dialog
The first conversation I hosted with Keith Rabois and Frank Rotman received such positive feedback that we decided to do a back-to-back follow-on (see what I did there?).
Frank and Keith cover a lot of ground in this one, and there are plenty of topics that I think are particularly relevant to anyone who participates in the VC / entrepreneur ecosystem. I continue to learn from these two and have already found myself referencing their knowledge in my day-to-day conversations.
Give it a listen if you want to know what they think about:
How the future of the VC industry will play out
Banks entering the M&A landscape and the implications for investors and entrepreneurs
How investors reference for their portfolio companies that are "middle of the pack" during diligence
Why "Oh Shit!" board meetings are becoming more commonplace
The unbundling of capital and advice and how to win as a VC
And a lot more!
While the last conversation stuck to one theme (i.e. the valuation environment and its driving factors), we weaved around a lot of different areas that I think most investors and entrepreneurs will appreciate.
https://open.spotify.com/episode/603RbOZ3BUh48LqjX3BOOz?si=055887e106ea4a03
The first conversation I hosted with Keith Rabois and Frank Rotman received such positive feedback that we decided to do a back-to-back follow-on (see what I did there?).
Frank and Keith cover a lot of ground in this one, and there are plenty of topics that I think are particularly relevant to anyone who participates in the VC / entrepreneur ecosystem. I continue to learn from these two and have already found myself referencing their knowledge in my day-to-day conversations.
Give it a listen if you want to know what they think about:
How the future of the VC industry will play out
Banks entering the M&A landscape and the implications for investors and entrepreneurs
How investors reference for their portfolio companies that are "middle of the pack" during diligence
Why "Oh Shit!" board meetings are becoming more commonplace
The unbundling of capital and advice and how to win as a VC
And a lot more!
While the last conversation stuck to one theme (i.e. the valuation environment and its driving factors), we weaved around a lot of different areas that I think most investors and entrepreneurs will appreciate.
https://open.spotify.com/episode/603RbOZ3BUh48LqjX3BOOz?si=055887e106ea4a03
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