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Multicoin Capital: The Outsiders
You might be wondering why VC firms don’t focus on lower-risk, lower-return companies. Instead of looking for a rare 10x, why not look for ten, 3x deals with more certainty? That idea is interesting in theory, but startups die for a million different reasons—co-founder conflict, founder loss of interest, departure of a co-founder, losing a key cust
... See moreAli Tamaseb • Super Founders: What Data Reveals About Billion-Dollar Startups
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Michael Lewis • Going Infinite: The Rise and Fall of a New Tycoon
Leading “solo capitalists” manage more money than many funds. Oren Zeev manages more than $1 billion without additional investment support. Elad Gil, Josh Buckley, Harry Stebbings and Lachy Groom manage funds in the hundreds of millions with similarly lean structures.
Mario Gabriele • The Future of Solo Capitalists | The Generalist
Three focus areas for investment: crypto, fintech, and emerging markets . I expect roughly 50% of investments to be crypto-related.
On the speed and concentration spectrum, Generalist capital sits left of centre and plans to invest in ~20 companies over the next 18 months. Reasons for this approach include : 1. Meaningful Ownership; 2. Maintain an e... See more
On the speed and concentration spectrum, Generalist capital sits left of centre and plans to invest in ~20 companies over the next 18 months. Reasons for this approach include : 1. Meaningful Ownership; 2. Maintain an e... See more