Long-term_planting

From a venture investor’s diary #1: The power of thinking long-term, practicing a “craft”

Saw two companies that are not yet ready for their first institutional funding round. Reminder to myself: need to be a long-term minded investor.  Translation: there are always opportunities to … Continue Reading


Little_data

Thoughts from the trenches: Little data, dark data, “ramps” and related things

“Big data” and its twin, AI, is a big theme, has been so for some time (for us too), and is continuing at an accelerated pace.  But seeing big data … Continue Reading


Move_fast

Dear Founder #8: moving fast, intellectual honesty, and tapping into the “unknown unknowns”

As investors, we enjoy many of our discussions and interactions with founders – probably a good thing – and often gain much happiness (even excitement) when, after “following” founders and … Continue Reading


Going_global

Dear Founder #7: Thinking global from day 1

One of the happy things in my day-to-day life is that we are increasingly seeing founders who are thinking global from day 1.  Substantive thoughts about building a “global” company … Continue Reading


Storm_grey_w_red_fringe

Dear Founder #6: on weather-proofing again (with a note on strategies for the unexpected tornado) ….

  Dear Founder, We feel the need to speak about resilience and being weather-proof again (our part 1 – “building strong and weather-proof companies” – is here).  For those of … Continue Reading


Journey

The art and science of venture investing – #3: it’s investing vs divesting and the “relationship”

Some of the most interesting analyses about investing that has been making the rounds of the institutional investment community in the last few years has been about how fund managers … Continue Reading


Re-Imagine_NEW.jpg

Re-imagine: products, policies, digital transformation, machines vs humans

As we move into a new decade, it is worth asking broader questions like “what does our world need”? We’ve just sent out an investor newsletter discussing how the world … Continue Reading


Align

Dear Founder #5: Managing growth pains – 8 alignment tools to manage complexity

Anyone who has worked at large organisations will know what organizational inertia feels like.  There was once this much-read corporate tome titled “Can elephants dance?” (written by the then CEO … Continue Reading


Not_all_revenues_are_created_equal#2

Dear Founder #4: not all revenues are created equal

[A note from 5 Oct 2019: “gross margins” and “sustainable revenues” has become talk of tech town this past week, and a big-name Silicon Valley VC has made a similar … Continue Reading


drawn-shooting-star-draw-571838-7268031

The Power of the Power Law, “super-stars”, and moving the returns curve “to the right”!

I finally get to jot down some of my thoughts here about the “power law”, and more specifically the “power of the power law” …. I. The phenomenon of superstars OK, … Continue Reading