The Golden Vintage: Did We Mistake Alpha for Beta?
In hindsight, the 2009-2015 era looks like a “Golden Vintage.” But looking back with an honest lens, I have to ask: Was it all skill, or was there a massive arbitrage opportunity?
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Teamwork Makes the Dream Work – At Least for Me
Why I’d never be a solo GP or solo founder.
VC Secondaries (and Lions and Tigers, Oh My)
With the IPO window still creaky and M&A volume unpredictable, the secondary market has exploded into a $200 billion beast.
Your Idea Isn’t Special. You Might Be.
“Why You?” is always the critical question we ask at Founder Collective, but in overheated markets, it becomes decisive.
How to Evaluate Early-Stage Startups: The Pattern Breakers Framework
One of the clearest frameworks I’ve seen for evaluating early-stage businesses.
While Everyone Was Paying Attention Elsewhere…
The interesting value creation is almost always happening in the corners.