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…
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…
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…
Climate Change… Accelerating the fight against climate change 5 Mar 20204 Mar 2020 Borrowing some inspiration from Everything is a Remix, I would like to recast some thoughts that Stephen Lacey first shared in The Energy Gang Podcast. The question that he answered,…
impinv… Sharing Deal Flow: a system 6 Feb 20206 Feb 2020 Some time ago, I joined a discussion with a group of impact investors, about the best ways for sourcing deal flow, and, which are the best practices for the sharing…
impinv… Fundraising – Angel Investor Perspective 18 Dec 20191 Dec 2019 The purpose of this post is not to patronize you on how to fund-raise. There are plenty of places all over the internet where you can learn that. My goal…
allocation… 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…