Mental Models #1: A Hard Deal is a Bad Deal

At its essence, venture capital is the business of application of heuristics at speed, with the occasional (often not enough!) self-checking of...


The Hollowing Out of Financial Services

Are FinTech startups actually disruptive to financial services? After two and a half years of making investments in the space, our observation is...


7 Things I Learned In My First Year of VC

It’s fair to say cutting short my management consulting career two years ago to join a new early-stage venture capital (VC) fund with only one...