Thought Leadership Threads

Most successful startups find product-market fit by doing a single thing better or cheaper than other available options. But most startups struggle to crack the code on additional products.

Here are 5 common fallacies to avoid if you want to expand beyond a wedge product:

For 10+ years, fintech startups were in “IPO or bust” mode because there weren’t many active buyers in the ecosystem.

But buyers are back which has profound implications on the outcome distribution for Founders and VCs. This is DEFINITELY worth internalizing. Unpacked:

After months of hard work you’ve managed to raise a comfortable amount of new of capital for your #startup. Now what?

A simple thread for Founders and VCs about shifting from a “need to raise” to a “need to prove” mindset.

If you want to constantly produce top quartile returns, you have to find at least one “return the fund” (RTF) investment every fund.

Here’s a simple exercise that’s helped me spot 1-2 RTFs every fund:

"There are only two ways to make money in business. One is to bundle and the other is to unbundle."

A thread on this powerful but very mis-understood concept:

There’s no denying that right now a lot of money is flooding into #startups. A lot!

But the money won’t always be there. What will happen once the cash stops flowing? Will there be a wave of startups forced to close shop or are there other possible outcomes? A few thoughts 👇

We’ve seen a few $10B+ lending companies emerge from the fintech ecosystem in the past few years. We’ve also seen a few fintech lenders meltdown in the public markets.

Are lending companies VC backable? Thoughts plus a framework to answer this question👇

This may sound funny but I actually have a favorite business model.

We all know that the goal of business is to sell a good/service at a higher price than it costs to manufacture and distribute.

My favorite business model is designed to do this extremely well. 👇🤯

Building a successful #startup requires getting to “yes” every day. Unity of purpose paired with the right team and right incentives is a recipe for greatness. But sometimes getting to “yes” requires a #startup to conquer the “Impossible”. A 🧵👇