IRR vs Return on Committed Capital

Typically, venture capital and private equity firms will report their returns as the Internal Rate…

A Way to Look at Start-up Metrics

Recently, I’ve spent a bit of time talking to start-ups and trying to help them think about future…

The Evolution of Education

The way that we learn is antiquated. It is unlikely that your first career will be the one that you retire with…

Valuing SaaS Companies 1/3

The way that we look at valuations, specifically, the multiples that software companies trade at is disconnected…

Cultural nuances in Asia

It’s generally accepted by the start-up that it’s easy to take ideas that have worked in developed markets and…

Underperformance in Venture Capital

Digital Transformation in Southeast Asia

Companies looking to capitalise on the opportunities that digital transformation presents…

Play is underrated

People learn through play. The concept of “play” has been largely removed from our day-to-day lives. Without it, it’s…

Macro and Venture Capital

A number of times we find ourselves talking to other investors about the macro-economic cycle and how it will…