Investing

When you want to develop your judgment, the first step is to calibrate it: Do I have good judgment or not? It would be great if you could look at the results of your investments and see if you were correct. More

How is an investor supposed to know which companies to invest in, given how much they can pivot? Since companies often pivot, your people judgment really matters. More

Given how quickly deals move, how much time do I really have to apply judgment? Won’t I miss out if I take time to think things through? Judgment isn’t necessarily due diligence or even thinking. More

At the seed stage, judgment is much more about people judgment, product potential and market potential than your ability to size up cashflows, customer acquisition costs or virality metrics—because you don’t have much data. More

For the past few episodes, we talked about why you should angel invest and how to get proprietary dealflow by building a brand. More

One great reason to angel invest is that it keeps you sharp. It’s an incredible way to get educated and stay up to speed in technology. More

Most of what we say on this podcast is consensus knowledge, or wisdom. Experienced VCs will say, “Duh. More

Do you think there’s an opportunity to build a brand investing at the pre-seed stage before—or simultaneous with—accelerators? Accelerators give advice on how to start a company at scale.  They don’t give you that much money, but they give you important know-how: how to put your company together, recruit and rev your idea; when it’s ready for investors; how to approach the first customers and measure customer growth; how to get your MVP out there. More

The best deals tend to come from your network—people you’ve trusted for a long time, especially early on. More

You don’t want to build a brand around a specific market thesis, right? You don’t want to build a brand around the transition from X technology to Y technology—because when that transition is complete, so is your brand. More