Basics… Building unicorns 12 Apr 202222 Mar 2022 For early stages investments, this is more art than science, nevertheless, there are some common traits that can be easily identified for founders of startups that can go from Zero…
Climate Change… 5 Climatech questions 15 Feb 20225 Feb 2023 Existing sources of greenhouse gases How much greenhouse gas is emitted by the things we do? Cement, steel, plastic31%Electricity27%Plants, Animals19%Planes, trucks, cargo ships16%Heating, cooling, refrigeration7% A framework to analyze climate…
Climate Change… Climate fight comes to Big Oil 8 Jun 202123 Jan 2023 Exxon, Shell, Chevron, Total & stakeholder climate activism The last weeks have seen the largest energy companies in turmoil. Through different paths, stakeholders have brought the climate change agenda to…
allocation… An exit and two bankruptcies 18 May 202115 May 2021 Investing in startups entails an emotional ride. That is why you need to have an investment framework to validate your decisions and curtail your emotions. I will recount the lessons…
Basics… Anti Purpose-Washing 30 Mar 20219 Feb 2022 Achieving social impact An a priori to achieve social impact is to be able to articulate your business’s purpose clearly. Defining your Theory of Change is one of the variables…
Basics… Average “ticket size” 14 Jul 202013 Jul 2020 I could start with, “it depends”, but I will try to give you a more straightforward answer. If you are a founder and have landed on this page, why are…
Exit… Positive Impact Exits 25 Jun 202022 Jun 2020 Positive Impact at Exit I recently became aware for the first time about the concept of positive impact at exit time, when Andrew Kuper with Leapfrog Investments discussed how his…
Basics… Investment decision making framework 5 May 202026 May 2020 Intuition is nothing more and nothing less than recognition. Thinking, Fast and Slow | Daniel Kahneman FOMO Before discussing a methodology, i.e., a logical investment decision-making framework, I would first address…