Mindset-Based Investing

Venture Capital is one of the few professions where a gut feeling can be worth billions, but where the same intuition can veto the very outliers that define exceptional careers. …

I sat down with Jason Kirby, a four-time exited entrepreneur who hosts the excellent $100M Exits podcast. Jason is a thoughtful interviewer and, as a former entrepreneur who now helps…

Michael Ströck has built and exited startups, co-founded multiple VC firms, and now runs Allocator One (“A1”), one of the few global platforms dedicated to backing first- and second-time GPs.…

I sat down with Peter Walker, Head of Insights at Carta, one of the most attentive observers of Venture Capital trends today. Peter and Carta have published helpful data on…

Investors in Venture Capital funds are presented with a dilemma: top-decile performers capture most of the asset class’s alpha, yet it’s quasi-impossible to get access to established funds with stellar…

One of the hardest parts of Venture Capital is navigating bad news. Over the years, I’ve seen some Founders handle those moments with clarity and composure. I’ve seen others spiral…

Entrepreneurs’ mental health issues, like Aliens, are the unwelcome passengers of what was supposed to be a pleasant voyage. Navigating the entrepreneurial landscape can be an exhilarating journey ripe with…

Mindset-Based Investing is a new approach to select VC fund managers based on their personality traits and approach to risk vs. track record and other usual metrics. It also helps…

One of the most consistent personality traits I’ve observed in entrepreneurs over the years is a tendency to live in denial. They don’t seem to perceive the inherent risks of…

Arthur Rock’s name is tied to early Silicon Valley, that’s why he thrones among our collection of VC quotes. A decade before Don Valentine founded Sequoia Capital and Eugene Kleiner…

I recently attended meetings where experienced VCs and Founders claimed that money is the primary driver of successful entrepreneurs. This idea stood out because it conflicted with much of what…

I recently attended a talk by MIT professor David Rand, a leading researcher on misinformation and the psychology of belief. Rand’s findings challenged my assumptions about confirmation bias—a concept I’ve…

Despite bumps on the road, Venture Capital has become an attractive asset class for Investors and operators, promising cherry-on-top returns and access to what will happen next. More VC funds…

Entrepreneurial success often depends on having the right combination of personality and abilities. Among these, grit—the combination of persistence and passion toward long-term goals—has been hailed as a must-have trait,…