Thoughts on the Level 1 CFA Exam

Having recently written the Level 1 CFA Exam*, I would like to offer some thoughts for those considering taking the plunge.

Building a ‘Personal CRM’ with Airtable

You know too many people but not enough about them.

Startup Pitching: Start with your Bio

How does starting a pitch deck with your bio improve your pitch?

Convertible Debt for Startup Seed Rounds

Are you ready to accept convertible debt for your seed round investment?

Valuation of Pre-Revenue Startups

Valuation is an art, not an exact science. There are numerous methods that attempt to assess the…

M&A Financial Due Diligence — who does well?

M&A financial due diligence is a weird job. Which…

Demystifying Startup Funding in Las Vegas — Part 1: VC Funds