I have a presentation coming up in August on best practices of VCs and private equity funds in deal origination. You've surely seen lots of talks on how entrepreneurs can raise capital; the question I'm exploring is the reverse, which is how investors can find potential investments. If you have [...continue reading]
> Investing > Investment ResearchUpdate on our study on deal sourcing
It's been very exciting to see such a strong response to our recent research study on "Best Practices in Private Equity and Venture Capital Deal Origination", published in the Winter 2010 Journal of Private Equity. To our knowledge, this is the first systematic study on this topic; we have not [...continue reading]
Final draft available: private equity and venture capital funds' best practices in originating new investments
We're in the last lap of editing our research study on best practices of private equity and venture capital investors in originating new investments, which has a particular focus on use of social media. We plan to publish this in a major private equity journal. If you would like to review a [...continue reading]
Launch of Track.com, a market for independent Wall Street research
Four days ago, a team of Wall Street veterans launched Track.com, a new marketplace for independent research providers. I met with the management team today. Track.com offers independent research providers a platform to distribute their intellectual property. Buyers pay subscriptions for [...continue reading]
Squeezing Blood from a Stone: How to Elicit Maximum Information in Minimum Time from Management and Industry Sources
I enjoyed presenting yesterday at the Association for Corporate Growth Due Diligence Symposium on "Squeezing Blood from a Stone: How to Elicit Maximum Information in Minimum Time from Management and Industry Sources". I've posted an edited version of my slides below. As always, I welcome feedback. [...continue reading]
Seeking investing book on identifying most attractive geographies, industries, and companies
For my pending article on venture capital and private equity deal origination, I am seeking a book by an investment expert who has developed a systematic methodology for combing through all industries and geographies globally; and then zooming in on the specific subsectors and then companies that [...continue reading]
The Bias of Wall Street Analysts
HBS professor Mark Bradshaw reports "The prediction was that all [Wall Street sell-side research] analysts would be more optimistic for firms that were issuing debt and equity securities than for firms that were either not engaging in such activity or were reducing their financing needs. An integral [...continue reading]
