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Threat / problem / opportunity list

Content list for entrepreneurs & startup people

Investing themes list

Posts

Artificial intelligence
Climate change
Cyber warfare
Daily body abuse (earbuds, noise, phone-submission-posture, air pollution, sitting)
Fragile cloud infrastructures
Fragile financial infrastructures
Fragile water, power, communication infrastructures
Microbiome neglect
Nuclear terror
Pandemics (human-driven)
Pandemics (human-made)
Scientific ignorance in the US
Technology addiction
Unhealthy work environments
We are not prepared for the ethical choices technology poses for humanity

Every threat / problem is an opportunity. If you work on something that you and other people find meaningful, lots of things become easier (e.g., creativity, recruiting and retention, selling).

Venture / Startup Data

Read the above first. I refer to and recommend them all the time.

Experts & resources 1

Aswath Damarodan (Hardcore valuation methods)
Daniel Kanheman (Human behavior)
Howard Hubbard (How to measure anything)
Greg McKeown (Setting priorities, managing your time capital)
J. Glenn Brookshear (Computer science: an overview)
Joel Spolsky (Making software)
Jonathan Toomey (Using numbers to solve problems)

Cloud infrastructure
Bitcoin, blockchain
Data analysis
Ethical apparel
Fintech
Health tech
Liberation technologies
Marketplaces for good
Mobile business apps
Privacy management
Security
Sensory enhancement
Social impact

We tend to pursue markets that are big today and trending towards huge b/c they will likely be defining dimensions of our future world.

Experts & resources 2

Blog includes articles, postings, emails sent to founders, emails sent to people re career advice

Some reasons you don't hear back from investors: pt. 2 -- they're hustling to get the deals

It takes a lot to find, vet and close an investment opportunity. You network. You meet someone who is a founder. Learn about their...

I am a monkey

And so are you. Sapiens by Yuval Harari is a lucid, penetrating and frequently devastating look at our animal nature, how we evolved and...

Some reasons you don't hear back from investors: pt 1 -- They are people ....

Lot's of investors you're reaching out to are 30+ years old. They have all the attendant opportunities, responsibilities, maintenance...

Selecting investors with experience with your business type

Thank you for reaching out and getting in touch. That is a very good quality that will serve you well in your career. Most people don't...

How investors choose markets to invest in, entrepreneurs choosing investors to pursue

Thank you for getting in touch with me. It's great to see a team working on something that will contribute to helping [insert industry,...

Conditions for a correction, good to do some precautionary prep

CAPE ratio@26+, volatile CSI 300 index down 27% in <1 mo., Greece, Puerto Rico, the Ukraine, Valuation disparities between public &...

The power of a plan & opportunity pipeline, the power of not having a plan & opportunity pip

Having a clear strategy, methodical plan and line of site to a diversified opportunity set that you feel confident in will change...

Careers (pursuing what you connect with), HR as a market, Investors and market selection

I always suggest that talented people like you pursue the role and market they truly connect with. Regardless of whether it's HR,...

Selecting investors, timing for consumer apps, consumer app investors

I was looking at your splash page and wondering if you guys have any traction numbers. I ask this not for myself, but more because it...

Customer success operations, the business of customer success

For a detailed breakdown of Customer Success operations and analyses of the business value of customer success ops, go here -->...

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Insights from First Round Capital's LP Letter

Insights from CoVenture's LP Letter

Changing SaaS valuations

The Benefits of IPOs & Costs of Their Absence per Mark Cuban

Worth building liquid reserves as illiquidity increases

The backdrop to everything & what we prioritize

Pandemics -- "where the urgent has crowded out the profoundly important" -- Larry Summers

Building sound businesses doesn't go out of style

Paul Graham of YC on priorities

"Why ultimately am I doing this?" is a question sometimes overlooked

Contact

Thank you for getting in touch. I prioritize ventures I've already committed to. So it could take a while before I reply. I budget time to give back (free advice and helping others). Eventhough I thoroughly enjoy helping people, I stick to that budget. This website is an attempt to scale my advice giving capacity. I charge companies that can afford it for advice, consulting, help, work product, etc. and am available for consulting.