PinnedInversion Mental Model & the Board Presentation ChecklistHow might we improve the “reviewing board decks and engaging at board meetings” aspect of portfolio monitoring? A checklist. Specifically…Mar 9, 20231Mar 9, 20231
Smart KPIs 101 — Part IIDear VCs: measure and monitor the right things and returns will increase. But how? This week we continue walking through our framework…Feb 10, 2023Feb 10, 2023
Smart KPIs 101 — Part IMeasure and monitor the right things and returns will increase. But how? Here’s a look into our process and some of our tools to derive…Feb 2, 2023Feb 2, 2023
5 Cognitive Biases & 1 Protocol VC Can Use to Avoid ThemA lot of VC investing is driven by cognitive bias. The bad news is that it’s a drag on return. The good news is there’s a solution…Jan 27, 2023Jan 27, 2023
Does VC need to use “mystery shoppers” like the hedge funds did? — JA | planning + analysisPoint of Information: what’s a Mystery Shopper?Jan 19, 2023Jan 19, 2023
VC and the Diamond-Water Paradox — JA | planning + analysisVC = Portfolio Management (those other functions are the ancillary ones)Jan 12, 2023Jan 12, 2023
VCs: Post-investment Analysis Helps Make Fundraising Less MiserableIn a perfect world: your brilliant investment thesis would be enough to fundraise with reasonable effort. In the real world: it’s not.Aug 3, 2022Aug 3, 2022
This is true (and often overlooked). The "belonging" is indeed a two-way street.Jul 11, 2022Jul 11, 2022
Re the Y Combinator email: what should the list be for VCs?It’s been just under 2 months since YC advised its founders to hunker down in light of the recent market downturn. When I read it, I mostly…Jul 8, 2022Jul 8, 2022