VC Three Paradigms for Investing in the Future of Food Solving the world's future food supply deficit requires innovation to improve the yield, nutrition and sustainability of existing agricultural practices. Why is the current system insufficient, and what areas will investors focus on going forward?
Strategy Wide of the Prize: Fintech and Retail Investment Platforms New fintech and traditional retail investment platforms ignore glaring revenue and macro opportunities present in the industry. Efforts focus on selling picks—of varied price—to miners; instead, marketing gold and maps could be a more fruitful course.
Economics Beyond 2020: The Great Bifurcation Recessions tend to be levellers, but the events of 2020 were perverse: Those already well-off gained in the chaos. The widening wealth inequality gap presents stark scenarios for how the future will play out.
Life Adapting to Doing Business in Latin America as a Foreigner Latin America is an intoxicating region to live and work in as a foreigner, but getting the most out of it requires adjustment. From several years of experience, here are some pointers on how to succeed.
Tutorials Clues to Spot When Appraising Early-Stage Startup Budgets Startup budgets in an era of disruption can be anachronistic. Yet, there are valuable qualitative insights to be gained from reviewing forecasts.
Tutorials Sizing Markets That Don't Exist: TAM Lessons Market sizing of TAMs is an increasingly popular, yet difficult exercise to undertake. This guide addresses five key dilemmas that arise during client work.
Strategy Is Luxury Software a Real Thing? The trend towards niche, premium-priced products aimed at power users, poses a question of whether luxury software brands is a new category in the digital realm.
VC Farms & Factories: European VC's Divergent Decade European startups received €159 billion of funding over the past decade. Yet, an increasingly select group of stakeholders drive most of the topline figures.
Strategy Fatigued by the Subscription Business Model Are too many consumer products businesses trying to stimulate the recurring revenue characteristics of SaaS by offering subscriptions?
Tutorials Consultant Toolbox: Frameworks for Solving Anything Using objective frameworks - over guesswork - to isolate root causes of business problems can glean more insight and plot a clearer path forward.
Economics Analyzing the Effects of Negative Interest Rates Across Five Economies Negative interest rates are an extreme form of monetary policy intended to stimulate inflation or defend a currency peg. Five economies have experienced such conditions and their experiences give lessons towards the effectiveness of such strategies.
VC State of the Venture Capital Industry in 2019 Over the past decade, venture capital funding has risen by 17% annually to a figure of $254 billion. What factors have contributed to this surge and what do they mean for the industry going forward?
Strategy Treasury Is the Most Underrated Team in Your Company Treasury teams are powerful functions with the ability to influence all the levers of shareholder returns. Yet, often such teams are structured, staffed, and incentivized poorly.
VC Revenue-Based Financing in VC: A Study on Playing Averages Over Home Runs Would investing in startups for a capped return, repaid over time, be a more sustainable alternative to hypergrowth investing?
Life Should You Go It Alone with a Single-person Startup? What are the stigmas attached to running a single-person startup, are they valid or just scaremongering? I then present a playbook for potential solo founders thinking about starting a new venture.
Economics Do Economic Moats Still Matter? What are economic moats and how are they constructed? Some argue that they are a necessity to retain market position, while others see them as negative and uncreative.
VC Exploring Evergreen Funds with a VC Investor Who Raised One Open-ended or evergreen funds can be beneficial for venture capital investing due to the alignment, flexibility and transparency they bring between stakeholders. In a discussion with a GP who raised an open-ended VC fund, the potential of this asset class is explored.
Strategy Fintech and Banks: How Can the Banking Industry Respond to the Threat of Disruption? The popular fintech narrative is startups using technology to disrupt incumbent banks. How can banks respond better to the “fintech vs banks” movement?
Strategy Great Recent Examples of Competitive Strategy Successes How have Michael Porter's competitive strategy frameworks translated to the digital economy? Three recent case studies are presented and analysed.
Tutorials TAM Methodology: An Explanation and Example of Total Addressable Market Analysis Often miscalculated and misused, TAM, SAM and SOM are critical for managers and investors to understand revenue potential, market positioning and competition.
VC Three Core Principles of Venture Capital Portfolio Strategy Unlike other asset classes, venture capital returns do not follow a normal distribution curve. Portfolio success is maximized by finding rare deals that bring outsized returns.
Tutorials Term Sheet Templates - Clauses to Look Out For During Negotiation Highlighting nine key areas to focus on during term sheet negotiation, this guide explains ownership and financial implications that arise when fundraising.
