Venture capital is on the rise. The number of Venture Capital GPs is rising, the total assets under management in … More
Category: Venture Capital
An exploration why Venture Capital is a seperate asset class and what that means for entrepreneurs.
Reviewing 500 VC Firms: Do’s and Don’ts
After going through a 10.000 firm database of VCs, one thing really stood out: Nuisances and job well dones. Here … More
Should yield compression not benefit start-up valuations?
The new regime in central banks obviously is an increased focus on QE to stimulate the economy. And it has … More
Designing a VC Fund around a Technology Thesis
A small exercise into sizing of a Venture Fund. A hypothetical fund is created based on assumption of talent supply along the Gartner Hype Cycle. From there, the cash demand of the market is calculated and sanity checks on fund sizing are helping to size the P&L and AUM of the fund.
Why VC is more than an alternative asset class.
The alternative asset class of non-listed companies. In recent years, it has been debated if the term „alternative asset class“ … More
What – if anything – VCs can learn from Hedge Funds
Naively inspired by the recent show on “Billions” and seeing the word USP dropped in the investment case of a … More
The VC firm as a consulting business
How does the consulting business work? And how can you apply this to Venture Capital firms activity in managing people? … More
The VC Firm as a Technology Betting House
In a previous article I was writing about how to potentially structure responsibilities in a Venture Capital company using the … More
The VC Firm as an Investment Bank
This a thought experiment on how a VC firm would look like if it was a 1 to 1 copy … More
Anti-Portfolios
Some sample deals you find when you google missed deals. Very funny. Poor Ben Lerer. BVP (Bessemer Venture Partners) The … More
Aleph Null 