First Order Principles Category

Value investing in startups?

Could value investing techniques be applied to early stage investing in startups?

Read More

Accelerating the fight against climate change

How would you spend a million dollars to fight against climate change?.

Read More

Social subsidy for startups?

Is angel impact investing worth the time and risks?

Read More

Sharing Deal Flow: a system

Best practices for the sharing of deal flow.

Read More

Valuation of seed stage startups

I don’t care that much about valuation, and thus pay slight attention to this parameter when deciding whether to invest or not in a startup. Apparently, I am not the only one. In a recent post, Sam Altman, of YC fame, provided his recipe for successful investment in startups, which doesn’t mention valuation at all. […]

Read More

Fundraising – Angel Investor Perspective

How to extract maximum value from your investors. Do you want to herd fat cats? What is wrong with having an atomized shareholding?.

Read More

From Impact First to 100% impact portfolio

Why don’t you have a 100% impact portfolio in which all your asset classes are deployed in impact investments? When I started investing I didn’t care a lot whether my investments had any positive impact or not; this was just an afterthought held somewhere in the back of my mind. I just was squarely driven […]

Read More

Exactly what is social impact?

Social enterprise is the use of business to solve social problems. The companies in my impact portfolio provide some clear examples: Solaris Offgrid is in the business of selling solar home systems in Tanzania to provide access to energy to isolated villages and also supplies the software enabling kitchen stoves to become Pay as you […]

Read More