allocation… Investing in Sustainable Ventures: My 2025 Additions 5 Jan 20264 Jan 2026 In 2025 I continued adding startups to my existing portfolio of innovative and sustainable companies. I also managed to reinvest in some of my portfolio companies (Ixorigue, Wily). Additionally, to…
Basics… Understanding Logic Models and Theory of Change 7 Jul 20255 Jul 2025 Introduction What is a logic model / theory of change? A logic model and a theory of change are tools used to plan, describe, manage, and evaluate programs and initiatives.…
Rules Emerging Managers in VC: Balancing Reserves and Returns 6 Feb 20254 Feb 2025 I read the article Dirty Secret: Venture Reserves are Not Always a Good Thing. It inspired me to do some research on the success rate of VCs who keep reserve…
First Order Principles… Venture Capital Insights: Growth and Challenges in Riyadh 2 Feb 20258 Feb 2025 Venture capital has transformed Riyadh's innovation ecosystem, driving economic diversification and technological advancement under Saudi Arabia's Vision 2030. Below are key insights, benefits, risks, and future opportunities from an impact…
allocation… New Sustainable Ventures Added: My 2024 Portfolio 7 Jan 202514 Jan 2025 My existing portfolio of innovative and sustainable companies grew in 2024. Several exciting new investments were added. These investments further diversified and strengthened my commitment to cleantech, emerging markets, and…
Basics… Uncapped SAFEs 21 Aug 202321 Aug 2023 I have recently been offered the opportunity to invest in a YC cleantech startup, alas via an unpriced SAFE. Pursuant to my personal investment rules, I don't fund uncapped SAFE…
Exit… Managing portfolio maturity: tips for successful outcomes 3 May 20233 May 2023 Some of the impact startups in my portfolio have reached maturity, i.e., are now offering more liquidity opportunities, while their growth has slowed down. It's a tough spot to be…
Climate Change… FoodTech investment thesis 29 Mar 20235 May 2023 After my previous investment in Procens, a black soldier-fly (BSF) startup located in Argentina, I have recently invested in my second FoodTech company, Softseaweed, a startup offering software and IoT…