Category: Venture Capital

Communicating with Investors: A CEO Handbook

Communicating with Investors: A CEO Handbook

Below is the high-level outline for our next book to be published as an Amazon Kindle book later this summer. The book will be focused on CEO communications with public company investors. I. Define Your Company What We Do & How We Do It How We Create Customer Value How We Create A Sustainable Competitive … Continue reading Communicating with Investors: A CEO Handbook

Investor Due Diligence. You Get What You Deserve.

Investor Due Diligence. You Get What You Deserve.

Why the venture community invested in kids running crypto exchanges is beyond me. If the venture firms that put money into FTX did an ounce of due diligence they would have passed on the deal. Did anyone ask to confirm bank deposits and customer reserves? Did anyone ask about customer trading records and associated reporting … Continue reading Investor Due Diligence. You Get What You Deserve.

META’s Downside Risk

META’s Downside Risk

Zuckerberg is an entrepreneur at heart, not an operator. Therein lies the problem. Our view is that as the macro environment continues to slow and as the original Facebook and Instagram platforms underperform, Zuckerberg will pull investment forward on his metaverse initiative. The metaverse is what interests Zuckerberg and that's where he will spend his … Continue reading META’s Downside Risk

VC Culture Ruins Companies

VC Culture Ruins Companies

The grow-at-all-costs venture capital culture of the past 20-plus years ruins companies. How? Far too much focus is placed on revenue growth at the expense of sound operations and profitability. Too many venture-backed companies grow at a pace that far outstrips those companies' ability to scale operations in a manner that supports growth. The result … Continue reading VC Culture Ruins Companies