Published inDataDrivenInvestor·PinnedMember-onlyYour Cap Table Tells an Important Story. Is it the Story You Want Told? [Theranos Edition]Do You Know the Story Your Cap Table is Telling? The Elizabeth Holmes Theranos trial is underway, which has brought the story back front and center in the minds of investors — and what a story it is. Yes, there were plenty of underhanded things (and I mean plenty) that…Private Equity7 min readPrivate Equity7 min read
Published inDataDrivenInvestor·Dec 15, 2022Member-onlyWhich Companies Will Get Funded in a Competitive 2023?The answer is simple — the companies that have a disciplined and effective capital raise PROCESS will win. SUCCESSFUL CAPITAL RAISES ALL SHARE THE SAME THREE CORE PRINCIPLES: OPTIMAL POSITIONING, OPTIMAL MESSAGING, OPTIMAL PROCESS What can we expect for funding markets heading into 2023? The second half of 2022 was challenging for companies seeking capital. If your company was in the market raising capital in Q3 and Q4…Private Equity4 min readPrivate Equity4 min read
Published inDataDrivenInvestor·Nov 28, 2022Member-onlyRaising Institutional Capital? The Recent Funding Pause is an Opportunity. Don’t Let it Go to Waste!Capital markets are currently in a ‘Pause’ That is the kind and gentle word that I am using for the funding markets today. Others might call it a dumpster fire. Maybe a funk. Perhaps a mess. I call it a ‘pause.’ …Private Equity6 min readPrivate Equity6 min read
Published inDataDrivenInvestor·Aug 2, 2022Member-onlyThe Uncertain Road Forward this Year for Private Markets Capital“Everything is happening very fast and it’s very hard to predict. The reality is that we are living in a world of very rapid and drastic changes, and we have to cope with it.” — MARCO DE BENEDETTI, THE CARLYLE GROUP’S EUROPE HEAD Investors Crave Certainty, and There is Not…Private Equity4 min readPrivate Equity4 min read
Published inDataDrivenInvestor·Jul 12, 2022Member-onlyNeed Funding? Answer These Questions — Who Needs It? Will They Pay for It? How Much Will They Pay?Three Seemingly Simple Questions That Every Company Needs to Answer Definitively… (and many surprisingly cannot)Private Equity6 min readPrivate Equity6 min read
Published inDataDrivenInvestor·Jun 23, 2022Member-onlyEven in Turbulent Times, Funds Will Keep Funding…Is the Capital ‘Spigot’ Open or Closed? Investing is a strange beast. One day all you see in the news is stories of the capital markets closing. The next day you read a story about large investment managers raising new funds and pushing into new areas. We see an example…Private Equity4 min readPrivate Equity4 min read
Published inDataDrivenInvestor·Jun 8, 2022Member-onlyWant Investor Capital? Be Prepared to be Vulnerable and Show Your Passion‘WHY’ YOU DO SOMETHING IS SOMETIMES MORE IMPORTANT THAN ‘WHAT’ YOU DO. — “Most company founders know that showing passion is important, but often they become focused on getting all the information they can into a pitch. It’s crucial for them not to forget to display how much they care about their company” — DR. CHIA-JUNG TSAY Want to Showcase Your Company’s Uniqueness…Private Equity5 min readPrivate Equity5 min read
Published inDataDrivenInvestor·May 27, 2022Member-onlyIs Rocket Ship Growth Really the Correct Path for Your Company?“One of the terrible things Silicon Valley has done is convince founders that the only way to build a big company is by raising lots of money and hiring people constantly.” — WILLIAM HOCKEY Everybody Wants Rapid Growth. Right? ‘Rocket ship growth’. Doesn’t that sound exciting? You identify a problem…Private Equity4 min readPrivate Equity4 min read
Published inDataDrivenInvestor·May 3, 2022Member-onlyTwo Different Financial Crises — Two [Very] Different PE/VC Funding Environments“The effects of the [2008/09] financial crisis and the pandemic differed dramatically; the financial crisis put the brakes on funding, while the pandemic was an inflection point.” — CRUNCHBASE.COM Different Crises. Different Causes. Different Outcomes. I am a big fan of pattern recognition, and try to employ it my life…Private Equity6 min readPrivate Equity6 min read
Published inDataDrivenInvestor·Apr 14, 2022Member-onlyGrowth-Stage Companies Increasingly Must Embrace the ‘Micro Fund’ Ecosystem“Micro-VC managers tend to benefit from being early movers, as they are able to set the tone, gain higher ownership and develop strong engagement and relationships before the Series A groups get involved.” — StepStone Separating the Investing World into Two Camps — Private Equity and Venture Capital — is…Private Equity6 min readPrivate Equity6 min read