- Tail Wags Dog– The Affinity Investor
- What Killed Sprig?
- What Winning Looks Like in VC
- A Thesis Begins with a Moat
- What’s Your Gateway Drug?
- Vertical Integration and the Space Stack
- What Makes SaaS so Special?
- Red vs. Blue in VC
- Hubs and Spokes… Product AND Channel Innovation
- VOC Makes Visionaries
- Thematic Driven Theses & Accessing Idle Supply
- Hidden Opportunities & the Best Kind of Pivot
- The Ecosystem Network Effect
- Access is Everything
- Dumb Money Breeds Lazy Behavior
- Vote Early, Vote Often
- Customers… Forever or Fleeting?
- The First Mover’s Dilemma: Competing Against Non-Consumption
- Discounting Inertia
- A Simple Capitalization Table
- The Customer Volume-Value Curve
- Delightful Trojan Horses
- Changing the Asset Value Equation
- Give Me a Reason to Believe
- Zero-Sum Tech? Addition vs Replacement
- External Drivers
- Finding the White Space
- Check the Comps
- Hunting, Gathering and Hoping
- Skip the Puffery
- Checking the Diversity Box
- Data as a Network Effect
- The Board Meeting Update
- Hardware as an Anchor
- Lost Leverage & the Captains of Crunch
- Tips for Fundraising Entrepreneurs
- Title III: Issues, Opportunities and Gatekeepers
- Death by Dendogram
- The Post-Seed Plan
- Building an Investor-Brand
- The Pro-rata Pinch
- The Power of WANT
- Economics of a VC Fund
- Startup Quality & Investment Quality
- Differentiators in Equity Crowdfunding Platforms
- The Lost Category Capital
- Mapping Your Ecosystem
- The Rolling-Close Gathers Moss
- SaaS Metrics to Measure & Manage
- The Value-Add or the Value-Suck
- Channel Choke
- Capital is a Means, Not an End
- Deconstructing the Elevator Pitch
- The Value-Added Investor
- Founders Don’t Have to be Oracles
- Current Drivers in Crowdfunding
- The Under-appreciated Exit
- The Angel’s Ruin
- Due Diligence: Burden or Benefit?
- What’s your fundraise source and structure?
- Accelerate Yourself
- Follow the herd or create your own?
- The One Question Customers Should Ask
- Beware the Convertible
- A Bridge to Nowhere
- The Curse of Knowledge
- Great Risk Merits Great Reward
- Pro-rata as a Right, not a Privilege
- Know Your Valuation
- Easy Problems, Tough Solutions…
- Purchasers vs. Users… & startups that know the difference
- If you Build it, Will they Come?
- Communicate when you Syndicate
- Don’t be a Jerk
- Have an Investment Focus