Our operator-first mentality and thesis-led approach to investing requires us to deeply research emerging micro markets while also providing insights and guidance to drive outcomes.
6/29/2020
Fintech Evolves to Face New Pressures
Neobanks gain ground, trading becomes our national pastime, and Bitcoin goes mainstream
6/22/2020
Consumption Patterns Accelerate a New Future for Sports, Audio and Film
COVID could bring the end of independent theaters, challenge cable's MO and encourage social audio
6/14/2020
A Digital Future Challenges CPG, and Warehousing Gets a Boost
With more ecommerce in grocery, the big platforms get bigger; brands have to evolve their approach to protect their margins
6/5/2020
Physical Stores Change Shape, Brands Think DTC and Luxury Tests New Formats
Rapid growth of ecomm turns physical stores into experiences and fulfillment centers, and brands try to engage consumers directly
6/1/2020
Working from Home Changes the Landscape of Cities
WFH enables a flight from cities, and could leave a cityscape heavy on live/work rentals
5/25/2020
Keeping Up with A Shifting Workforce
A massive labor shift drives upskilling, propels change for 1099’s and gives AI a push
5/20/2020
The World After Crisis: A Series
COVID-19 and the global response to it will affect every sector. Our views of what a post-crisis world could look like
4/14/2020
Investing Through a Downturn: RegTech and Customer Onboarding (Part 2)
How Startups Are Improving Onboarding Processes
4/7/2020
Investing Through a Downturn: RegTech and Customer Onboarding (Part 1)
Paycheck Protection Program bottlenecks demonstrate the need for better onboarding solutions
3/31/2020
Managing an Exit in a Global Crisis
Stay focused and patient – we’re all learning to navigate through this uncertainty
3/24/2020
How to Expand in Periods of Uncertainty
In difficult markets, how do you interact with your customers?
2/25/2020
Knowledge Automation’s Next Frontier - Legal Tech: Why We invested in LinkSquares
In an increasingly hyped AI space, LinkSquares is a great example of a pragmatic and thoughtful approach
2/19/2020
Eventus Systems – Why We Invested
Our recent investment in Eventus Systems, an emerging leader in trade surveillance and risk management technology, exemplifies the type of company and leadership team we are excited to partner with.
4/3/2019
Sports Betting: How Exciting Is It?
In May 2018, the Supreme Court of the United States repealed the Professional and Amateur Sports Protection Act, or PASPA, which had been in effect since 1993.
11/5/2019
It's a Journey – Not a Transaction: Navigating Through a Strategic Exit
As the CEO of a startup navigating through your company’s growth and evolution, there comes a time when your customers or partners become something more – potential acquirers.
7/8/2019
It’s a Journey – Not a Transaction: Approaching Valuation When There is No Standard Approach
This is my second post around lessons learned from the sale of a start-up I ran…the outcome was desirable, but the path to a sale was winding and sometimes messy.