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Investing

How to Say Yes

How to Say Yes

Saying "no" is such an inherent part of investing that we sometimes become bad at saying “yes.” My thoughts on how to avoid the cognitive trap.

The Gospel of Growth

The Gospel of Growth

Compounding growth is powerful. A company growing at 15% monthly over four years will be 8x larger than one growing at 10%. 

It's an amazing difference. It drives the gap between the iconic companies that break out and those that muddle along toward mediocrity.

I compiled data on some of the most successful companies in venture history to put some measure around this.

Skyfit Generates the Heat

Skyfit Generates the Heat

Hot trends generate their own energy. And that’s what excites me about my recent investment in Skyfit—an on-demand app for exercise.

Welcoming BrightFunnel to the portfolio

Welcoming BrightFunnel to the portfolio

Things have been busy and exciting—venture events, speaking engagements, the occasional party, and a lot of coffee meetings. I met with oodles of cool startups and founders, and between it all made an exciting investment in BrightFunnel. I am positively thrilled about them joining the portfolio. 

Investing in Mattermark

Investing in Mattermark

I am excited that last week I invested in Mattermark, a fast-growing analytics company with great Silicon Valley traction and plans to expand far beyond. They have established great rapport with the venture community already. Danielle Morrill, their CEO, has a vision for the future of analytics that is very similar to mine. That alignment combined with great initial execution made investing an easy choice.

Two Investments in Data: Mode and PipelineDB

Two Investments in Data: Mode and PipelineDB

I recently invested in two data companies. Both are exciting startups with potential to transform huge industries, led by strong teams who understand their markets.