Venture Valuations – Up or Down?
Following up on my comments last quarter, the velocity of emerging market venture transactions have adjusted to what one might say is a corrected and
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Following up on my comments last quarter, the velocity of emerging market venture transactions have adjusted to what one might say is a corrected and
A little more than three decades of working with startup founders, I’m often called in to help with some of their more vexing challenges. One
Following up on my comments on headwinds from three directions last quarter, I have two dismal topics, and one uplifting topic to discuss: 1. our
Close to 8M people use inter-city commuter routes in Mexico. That might seem a small percentage of the 130M population in the country, but the
Just shy of two years ago, Capria partners sounded the alarm bell loudly – declaring that only the decisive will survive – in response to
In the spirit of EOY reflections –I promise that this digression is relevant to the topic of this email, explosive growth in Global South VC
Continuing my LP insider series, today I’m following up on last quarter’s topic, “Will job-tech be the next ed-tech?”, with some somewhat startling results from
Continuing to share topical learnings and observations from my perch co-managing a $100M family of investment funds and a network of 20 fund managers who
Just shy of a year ago, I sent an email to our global fund manager partners and to our direct portfolio CEOs titled “Only the
As we approach the end of 2020, which many of us would prefer to just do over again, there are many things on my mind,