From Fool to Who? Few Thoughts on Life and Investing 2023
Note to myself from 2023, to let me be a better investor into venture human.TLDRIf I were to summarize this semi-philosophical text so that someone who was lured in by the vision of investment advice could quickly glance at it and then leave, I would say:Life has a lot in common with investing and vice versa.Investing (especially with good results) can easily make one arrogant and rude, lose focus, and get lost.The remedy could be contemplation - constantly better understanding oneself and th...
From Fool to Who? Few Thoughts on Life and Investing 2023
Note to myself from 2023, to let me be a better investor into venture human.TLDRIf I were to summarize this semi-philosophical text so that someone who was lured in by the vision of investment advice could quickly glance at it and then leave, I would say:Life has a lot in common with investing and vice versa.Investing (especially with good results) can easily make one arrogant and rude, lose focus, and get lost.The remedy could be contemplation - constantly better understanding oneself and th...
Investor Relations 101: "That" Simple CRM
Set up your CRM as nothing screams "I'm on top of things!" quite like a streamlined fundraising process.It’s “that” easyIf you find yourself on the hunt for the "perfect investor CRM" or asking "how important is an investor CRM?", you can expect The Great Wave off Kanagawa coming from software providers who will persuade you that it’s the product doing the main work here, but sorry mate - it’s you. Certainly, having a system to communicate with and build relationships with your stakehold...
Investor Relations 101: "That" Simple CRM
Set up your CRM as nothing screams "I'm on top of things!" quite like a streamlined fundraising process.It’s “that” easyIf you find yourself on the hunt for the "perfect investor CRM" or asking "how important is an investor CRM?", you can expect The Great Wave off Kanagawa coming from software providers who will persuade you that it’s the product doing the main work here, but sorry mate - it’s you. Certainly, having a system to communicate with and build relationships with your stakehold...
How Bitcoin Became the New Religion
Seems people are just designed to always look out for God.Ouch…I encountered a sectLast winter, I had the chance to spend time in Madeira, affectionately known as the "digital nomads" island, in the Ponta do Sol, a small city full of tech people - or at least that was what the internet told me (and wasn’t true). My stay presented me with not much of a unique opportunity: attending a Bitcoin meetup. I've been to countless hackathons, workshops, and conferences, but this one stood out in u...
How Bitcoin Became the New Religion
Seems people are just designed to always look out for God.Ouch…I encountered a sectLast winter, I had the chance to spend time in Madeira, affectionately known as the "digital nomads" island, in the Ponta do Sol, a small city full of tech people - or at least that was what the internet told me (and wasn’t true). My stay presented me with not much of a unique opportunity: attending a Bitcoin meetup. I've been to countless hackathons, workshops, and conferences, but this one stood out in u...
Investor Relations 101: The Power of Monthly Updates
Few words on how&why to write investor updates for web3 folks. In a time when the internet was as thrilling as watching paint dry, equity was the only path to securing venture capital. Now, as we dance with SAFT agreements, equity has mostly been sidelined in our deals (a claim as true as a three-dollar bill, but let's table that discussion). Due to this shift, board meetings - a prime opportunity to hobnob with key stakeholders and investors, have largely fallen by the wayside. Due to t...
Investor Relations 101: The Power of Monthly Updates
Few words on how&why to write investor updates for web3 folks. In a time when the internet was as thrilling as watching paint dry, equity was the only path to securing venture capital. Now, as we dance with SAFT agreements, equity has mostly been sidelined in our deals (a claim as true as a three-dollar bill, but let's table that discussion). Due to this shift, board meetings - a prime opportunity to hobnob with key stakeholders and investors, have largely fallen by the wayside. Due to t...
VC Shift From Asset Managers Into Asset Gatherers
In this article, you can find my thoughts on how the VC game is broken and why it happened, split into three sections:Peter Pan and VC NeverlandThe mirage of dry powderBonus: what I want to remember for the next bull runOriginally posted here 02.02.2023TLDR;The last decade in venture capital has been favorable with cheap money and clear trends, creating a wide open field for investors to do well as long as they are investing in similar areas as their friends.Investing appears to have become a...
VC Shift From Asset Managers Into Asset Gatherers
In this article, you can find my thoughts on how the VC game is broken and why it happened, split into three sections:Peter Pan and VC NeverlandThe mirage of dry powderBonus: what I want to remember for the next bull runOriginally posted here 02.02.2023TLDR;The last decade in venture capital has been favorable with cheap money and clear trends, creating a wide open field for investors to do well as long as they are investing in similar areas as their friends.Investing appears to have become a...
