You hate the company. Should you invest?
Of course not. But wait. It’s more complicated. You already invested.
You wrote a check with high hopes.
Of course not. But wait. It’s more complicated. You already invested.
You wrote a check with high hopes.
It’s great advice for writers.
Mercilessly analyze what you’ve written. And be willing to kill your darlings the prose you fell in love with…
The market is improving.
But the environment remains tough And deal terms are getting tougher.
Yes, there are bright spots.
Yes, 2021 was by all accounts a batsh*t year of massive volumes and massive valuations
Institutional LPs engage us on their VC and PE portfolios to support them in three ways. But they mostly come down
We’re wildly, exuberantly irrational organisms. That’s true in our lives generally. In investing specifically, we’re even worse.
Is Microsoft nuts? They violated every convention of VC deal-making by investing $10B in OpenAI
We made the case just a month ago that clickbait stories warning of a crippling recession that would hammer
Recession has been a month away, for the last 18 months. How should we think about that as private market investors?