
Venture Capital Is Ripe for Disruption

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
VCs are similarly disinterested in growing modest, sustainable businesses. In fact, a company that grows a healthy 5% a year is in some ways worse for a VC than a company that simply implodes on a moonshot. VCs have derogatory names for these otherwise seemingly healthy businesses: the walking dead, or worse yet, lifestyle businesses (when you say
... See morePatrick Vernon • Venture Capital Strategy: How to Think Like a Venture Capitalist
Asking friends what would kill their firms, I heard; Performance. Succession planning. Politics. There was plenty of overlap in their answers. What stuck out to me the most was how a lot of these fears closely aligned with the revolutions already going on in venture that I've been writing about. The productization and improvement in a venture funds... See more