Promoting Brian Harwitt to Partner at CoVentureToday, we announced to our team that Brian Harwitt is being made a partner at CoVenture. Honestly, it’s been a long time coming. Brian…Jan 8, 20211Jan 8, 20211
Moving to SubstackHi everyone, my new posts will be on Substack, subscribe here!Dec 9, 2020Dec 9, 2020
The Streaming Wars Will Turn into the Social WarsTikTok’s $200M fund that finances new content creators is such a big deal, for a few reasons:Sep 1, 2020Sep 1, 2020
Walmart Should Definitely Buy TikTokWalmart should buy TikTok — it’s obvious.Aug 28, 20201Aug 28, 20201
What’s The PointI’ve found that a lot of smart people are bad decision-makers. And primarily, when they make bad decisions it’s on “what to pay attention…Aug 19, 20201Aug 19, 20201
Some Thoughts On Rolling FundsI’ve heard of a handful of angel investors raising Rolling Funds as an alternative to a “micro fund.”Aug 11, 20203Aug 11, 20203
When the Rules ChangeThrough 2014–2019, growth was the top priority of startups. Through those years, a priority put on growth accelerated.May 30, 2020May 30, 2020
When a Thesis Gets in the Way of RiskWhen investment managers raise funds, they usually do so with a thesis. Very few investors can raise capital because LPs just “trust them…May 29, 2020May 29, 2020
Will Cost of Capital Go Higher or Lower?Everyone I speak with wants to talk about the stock market. Why won’t it go down? Why doesn’t it reflect the economy? What’s happening?May 20, 2020May 20, 2020