A month ago, I led a dinner talk on the future of work with twelve fellows from Interact , a community of young technologists devoted to...

One of the things many investors look for in early stage startups (especially around a Series A or B) is the emergence of a scalable and...

Inspired by Reddit's "Explain Like I'm Five" subreddit, I take a stab at explaining lifetime value in clear, simple terms.

I recently had a good friend ask me to explain how to construct a market neutral portfolio, since I currently do most of my personal...

In a previous post, I wrote about why investors in SaaS companies feel forced to use EV/Revenue to value them. With profits absent and a...

As an investor in publicly traded SaaS companies, valuation was a primary concern. Again and again, I met with companies with "stories"...