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…