PinnedPublished inCantos VenturesThe Unified Theory of Enterprise Value & Tech InvestingOn more pensive days, which have been abundant of late, I feel a sort of odd camaraderie with the late Stephen Hawking in his quixotic…Jun 10, 20202Jun 10, 20202
Multiple ProgressionThe thing I’ve said to founders most frequently in 2022 is “flat is the new 2x,” but a close second is “look up ‘multiple compression’.” As…Dec 9, 20221Dec 9, 20221
Published inCantos VenturesFull-Stack Deep TechWhy you should sell products, not technologyJun 16, 20221Jun 16, 20221
Published inCantos VenturesA Financial Argument for Deep TechI’m going to make some claims about “deep tech” so let’s start off by acknowledging that term is fairly subjective. Here’s how we define it…Feb 22, 20226Feb 22, 20226
What Music City Taught Me about Venture CapitalWhy founders are musicians with different instruments and how coming from Nashville gave me an edge in VCMay 14, 20182May 14, 20182
What Price Glory? (Part 2): Announcing Cantos VenturesI’ve been waiting to share something with you…Jun 13, 2016Jun 13, 2016
Published inHackerNoon.comMy Seed Investing Source CodeA note on what follows: As I take what’s been a five-year night-job full-time I’m putting pen to pixel in an attempt to articulate my lens…May 2, 20164May 2, 20164
What price glory? (Part 1)A veteran investor reveals his (cryptic) litmus testMar 11, 2015Mar 11, 2015
Think You’ve Lost It? Good.A much-admired, huge round-raising entrepreneur admits he often feels insane.Mar 21, 2014Mar 21, 2014
A Firm’s FragmentationA news-making, retired fund co-founder decried the fund’s current fragmentation.Mar 21, 2014Mar 21, 2014