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.
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?
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.
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?
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.
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.
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.
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?
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.
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.