How can you best track the progress of your portfolio companies, both to report to limited partners and also for your own allocation of time & resources? I summarize here the vectors I generically recommend you use for tracking portfolio company activity. Of course, every VC fund needs to customize their model based on their...
[Continue Reading]Building an AI Tech Stack focused on Y Combinator companies
One of the many reasons I’m so excited about the privilege to help build Orange Collective is that we are living in the future. Given that we are very tightly focused on investing in Y Combinator companies, typically pre-Demo Day, we are all-in on the unique YC ecosystem. We are rebuilding our tech stack from...
[Continue Reading]STG acquires Movable Ink
Kudos to ffVC portfolio company Movable Ink and CEO Vivek Sharma! STG, a software-focused private equity firm, has announced they’re acquiring Movable Ink. My old firm, ffVC, invested when Movable Ink was a seed-stage company. Movable Ink has grown to 600 employees, and won more than 100 new enterprise customers in the last year across...
[Continue Reading]New video: How Private Equity and VC Investors Accelerate Portfolio Company Success
I just spoke at the Venture Intelligence Day 2025 NYC on How Private Equity and VC Investors Accelerate Portfolio Company Success, based on my Journal of Private Equity research study. I’ve embedded below my presentation and the video....
[Continue Reading]For Emerging Private Equity/VC Funds: Join Coolwater’s Next Accelerator Cohort!
Coolwater Capital is doubling down on its mission to support the next generation of emerging fund managers. Coolwater Capital is the leading platform for emerging VCs to launch, fundraise, and institutionalize with confidence. Coolwater’s accelerator is designed to make fundraising more efficient, connect GPs to top-tier LPs, and build lasting firm infrastructure. Over the past...
[Continue Reading]Checklist legal and institutional action items for launching your emerging manager
We finished publishing in OpenVC and here our series on structuring the team and legal infrastructure of a new private equity/VC fund. Thanks so much to my coauthor Dolph Hellman, Chair, Orrick’s Private Investment Fund’s Group, who cowrote most of these resources with me. Writing the Constitution for Your New Private Equity or VC Fund:...
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