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Solly Garber
Solly Garber

82 Followers

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Oct 25, 2022

On negative signal…

There is a prevalent point of view that a pre seed/seed stage company working with a tier 1 multi stage venture firm comes with signal risk, defined as that firm potentially not investing in a future round which could lead to a negative narrative to other investors about the company. …

2 min read

On negative signal…
On negative signal…

2 min read


Jan 23, 2022

Stepping outside the circle of competence.

Over the last few years, I have been wanting to make a programmatic biology investment. At a high level, programmatic or synthetic bio uses new techniques combining biology and engineering to make new or living things and materials. Think about less expensive malaria drugs being grown from modified yeast…This area…

3 min read

Stepping outside the circle of competence.
Stepping outside the circle of competence.

3 min read


Jan 13, 2022

Networks, as an investor’s competitive advantage.

Many emerging managers fail to communicate why they are special. I recently heard Chris Douvos (tier 1 LP) on Capital Allocators relay his disinterest in the “PM who got into X hot company and is now raising a fund.” This tells Chris nothing about the manager’s differentiation or reason to…

4 min read

Networks, as an investor’s competitive advantage.
Networks, as an investor’s competitive advantage.

4 min read


Sep 15, 2021

The Deal Mix

After 8 years in venture, I generally find myself gravitating towards 4 types of early stage deal profiles. In no particular order: Deal type #1 No brainer. You have a relationship with a proven operator, someone you would back regardless of “what they do next”, you just want to be…

2 min read

2 min read


Jul 24, 2020

Frequency and APIs

Lets talk about Frequency. There are a few business characteristics that translate across industry and across business model. One of those is frequency — the level of occurrence at which transactions happen within a business. …

2 min read

Frequency and API’s
Frequency and API’s

2 min read


Oct 19, 2018

A new generation of experience businesses.

A new generation of experience businesses. — NEW YORK -- Earlier this week, The Information’s Cory Weinberg did a nice job covering Airbnb’s experiences business. It’s clear that this is a business line being taken very seriously at the company. While top-line metrics pale in comparison to the core home…

Travel

8 min read

A new generation of experience businesses.
A new generation of experience businesses.
Travel

8 min read


Jun 4, 2018

The API Economy

NEW YORK — You’ve no doubt been seeing and hearing a lot about APIs, Application Programming Interfaces, and there’s a reason for that. …

Marketplaces

4 min read

The API Economy
The API Economy
Marketplaces

4 min read


Jan 5, 2018

Friction and ecom

NEW YORK — Over the last two years, e-commerce sales, as a percentage of total retail sales in the US, have risen from just seven percent to an underwhelming nine percent. …

Ecommerce

6 min read

Friction and ecom
Friction and ecom
Ecommerce

6 min read


Aug 18, 2017

Picks and Shovels

A brilliant young investor once walked me through his “pick and shovel” investment thesis. To give you a sense of portfolio, we are talking Stripe, Twitch and Unity, to name a few. If you’re unfamiliar, “pick and shovel” refers to the California gold rush, where proprietors of the physical tools…

Gaming

2 min read

Picks and Shovels
Picks and Shovels
Gaming

2 min read


Aug 12, 2016

5 generations of food investors

I thought it would be prudent to develop at least a glimmer of an investment track record prior to blogging about my experiences. I also do not think you can “force” a blog, therefore, I have waited for something personal to coincide with my professional life in an attempt for…

Venture Capital

11 min read

5 generations of food investors
5 generations of food investors
Venture Capital

11 min read

Solly Garber

Solly Garber

82 Followers

Investing early stage @ Strada Holdings

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