Published in Fifth Wall INSIGHTS·Jun 24, 2021Fifth Wall Leads Sealed’s $16 Million Series B RoundInvestment in residential energy efficiency and electrification company marks the Climate Technology fund’s first lead position Recently, I had to do a minor renovation on my home: install a heat pump. I thought it would be as simple as a Google search. Little did I know, I’d end up combing…Sealed8 min readSealed8 min read
Published in Fifth Wall INSIGHTS·Mar 5, 2021Fifth Wall Invests in Turntide Technologies’ Series B2 RoundTurntide’s overhaul of the electric motor has global implications The electric motor, while not especially alluring, has been around since the 1800s, and works quietly in the background of our daily lives…Turntide Technologies7 min readTurntide Technologies7 min read
Published in Fifth Wall INSIGHTS·Dec 15, 2020Why I Believe Fifth Wall’s Consortium Might Be Key to Solving One of the World’s Biggest ProblemsInvesting in climate tech makes ethical sense and it might be the best-returning category in venture capital historyDecarbonization7 min readDecarbonization7 min read
Jun 9, 2020Gasoline out of Thin Air: Our Investment In Prometheus FuelsNote: This story is a repost from the BMW i Ventures blog Imagine you drive to the gas station and pump your car with gas…except, this time, your weekly pit stop won’t affect the environment whatsoever. The new kind of gasoline coursing through your vehicle doesn’t add CO2 to the…Sustainability4 min readSustainability4 min read
Jan 28, 2020Investing in Efficiency to Save the Planet: Software Motor CompanyA brief history of an investment in Software Motor Company Note: Opinions are my own, this is not an official BMW i Ventures post BMW i Ventures just invested in Software Motor company — here’s my behind-the-scenes take on how that happened, and why we’re so excited about the company. The Oracle of Electricity When I first met Ryan Morris, currently Executive Chairman of…Sustainability7 min readSustainability7 min read
Nov 21, 2019“1/churn” is the wrong calculation of LTV for young companiesFor SaaS companies, tracking the Expected Lifetime Value of a Customer (LTV) is one of the most critical key performance indicators (KPIs) that they can track, because it has massive implications on the unit economics, and therefore viability, of their businesses. For both transactional, and recurring revenues (subscription) businesses the…Startup7 min readStartup7 min read
Oct 25, 2019Why VC’s don’t care about your business (or how to understand VC’s required return math and what it means for your startup)In frank conversations with my founder friends, entrepreneurs, and even just the startup-curious, I often hear questions along the same general theme: My company is growing well, why aren’t any VC’s interested? VC’s keep telling me this is a “lifestyle” business, what the hell is that? There are also a…Venture Capital7 min readVenture Capital7 min read
