Thought leadership on venture capital, AI, digital health, real estate, and the principles that guide exceptional founders and sophisticated investors.
Even in the early stages, having the right systems in place can enable you to leverage historical data from day one — establishing a data-driven culture before you need it most.
Read the Full PostEven in the early stages, having the right systems in place can enable you to leverage historical data from day one — establishing a data-driven culture before you need it most.
Read More →Eight principles drawn from a conversation with Fred Bartlit — West Point graduate, Army Ranger, and founding partner of Bartlit Beck — on what defines exceptional leaders when the stakes are highest.
Read More →Conversations with Carlos Garcia (Kavak) and Marcelo Abritta (Buser) on why compelling storytelling is the most fundable skill a founder can develop.
Read More →Insights from Francisco Sorrentino (Softbank CHRO) and Bryne McNulty (Habi CEO) on how culture is born in the earliest days — and why founders who neglect it pay for it at scale.
Read More →Overlooked, free, and powerful — how the Small Business Administration's frameworks can reduce the time and expense of securing growth capital while meaningfully increasing your odds of getting funded.
Read More →The parallel is almost exact — and investors who understood the Internet's infrastructure layer early captured the decade's defining returns. Here is why the same opportunity exists in AI today, and how we are positioning for it.
Read More →When Nvidia and Oracle are writing checks into the same round, the market is telling you something. Here is our thesis for enterprise AI infrastructure, why Cohere stood out among a crowded field, and what this investment signals about where the AI value stack is heading.
Read More →Most real estate investors lever up. We do not — and our unlevered annualized returns have consistently outpaced the benchmarks. Here is the thesis, the market selection criteria, and why we believe the next 5 years will reward disciplined capital.
Read More →I have sat on both sides of the table — as the analyst who covered hundreds of companies, the hedge fund manager who evaluated thousands of pitches, and the VC who wrote the check. Here is what moves a sophisticated investor from curious to committed.
Read More →