David Friedberg’s Surprising Prediction: The Decline of Vertical SaaS in 2024
One of my favorite Besties, David Friedberg, CEO of the Production Board and co-host of the All in Podcast called for a bear case in Vertical SaaS for 2024. I thought this was a crazy prediction. Especially from someone that doesn’t talk much about the SaaS industry that much anyway on the show. He attributes […]
Why High Net Worths Don’t Invest in Venture Funds
Emerging managers hate fundraising. It is a universal truth. “They just don’t get it” or “they aren’t sophisticated” I hear them say. It is true that high net worth individuals are harder to fundraise from just because of the fact that they write smaller checks and are sometimes unfamiliar with how it works. You need […]
“Ho Ho Ho, Wall Street!” Fed’s Festive Forecast Sparks Market Merriment
Has Santa made an early appearance this year? It certainly seems so according to the Wall Street traders. The jolly character in a red satin suit took the form of Jerome Powell, the Federal Reserve Chair, as he read out the minutes from the latest Federal Reserve meeting. While listening to the speech, it struck […]
Hype Cycles IRL
During my run today, I noticed two Waymo cars parked in the neighborhood. As you may know, the company is launching a driverless ride service.
Unveiling the Hidden Gems: Insights from a Seasoned Venture Capitalist Ed Wilson
Last week, I had the incredible opportunity to sit down for lunch with Ed Wilson, a renowned venture capitalist with an illustrious career in the investment realm. Known for his astute decision-making at Anthos Capital and currently spearheading the efforts at Impulsum Ventures, Ed brings a wealth of experience spanning over a decade. Eager to […]
Unveiling the Power of "The Mids": Your Key to Success in Venture Capital
Starting a career in venture capital can be quite daunting. It is a complex world that requires a significant level of expertise in market analysis, financial modeling, and deal sourcing. The process can be overwhelming, especially for newbies in the industry. However, with experience, you learn about the different areas that can assist your professional […]
Strengthening Business Relationships through Sport
On Tuesday morning, my anticipation grew as I made my way to Calabasis, California, ready for an invigorating cycling session with Jeffrey Bilbrey, the remarkable SaaS operator behind Leasepath. Over the past couple of years, I’ve had the pleasure of getting to know Jeffrey, and beyond the prospect of investing in him, I was eager […]
Over Romanticizing of Bootstrapped Companies
There has always been a debate in the startup world surrounding company funding – should founders bootstrap their company or raise venture capital? Both options have their advantages and drawbacks, but when it comes to a company’s success, which one comes out on top? I recently had a conversation with a friend who was a […]
The Crowded World of Startup Land
As startups continue to emerge and expand in the business world, new markets are constantly being created. Many of these markets are at the forefront of solving big problems, yet they are not always clearly defined. In order to break into these markets, founders have the responsibility to sell their product and solve problems that […]
Investment Insights: Putting the Market First, Founder Second
In the world of investing, it is common to hear the important trait of successful businesses are its founders. But, I beg to differ. I believe the market in which a founder operates is the most critical factor in determining the company’s growth velocity. In this blog post, I would like to share my view […]
