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…
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… 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…
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…
First Order Principles… From Impact First to 100% impact portfolio 19 Nov 20195 Feb 2020 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…
First Order Principles… Portftolio approach 7 Oct 20192 Oct 2019 This is my current impact investment portfolio. I have invested several times in some of these companies, at different stages of their life cycle. Similarly to any other risk allocation…