Finding Liquidity (It’s Harder Than It Looks!)
As one LP told me, “You’re going to be wrong for selling too early or wrong for not selling – either way you’ll be wrong.”
As one LP told me, “You’re going to be wrong for selling too early or wrong for not selling – either way you’ll be wrong.”
Venturing in Public — 4/30/25
Venture capital has bounced back from 2021, but the competition to get into the hottest companies has continued to drive valuations to extreme heights.
Venturing in Public 3/26/25
Venturing in Public – 3/20/25
In looking at the portfolio recently, I was surprised to see that our DTC portfolio – ranging from baby toys to cat food, furniture, skin care, and more – will do over a billion dollars in sales this year. A billion in sales!