Partner and Head of Data @ Connetic Ventures - Multi-Time Founder - Former Fund Manager and Trader. I talk stocks and startups.
Cincinnati, OH
Joined October 2014
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I’ll bite…. Best new to me golf courses of 2023
1. Oak hill
2. Inverness
3. Shadow Creek
4. Kingsley Club
5. Honors
6. Moraine
7. Lookout mountain
8. Franklin Hills
9. American dunes
10. Pete dye river course
Gonna be hard to top in 2024 but I’m going to try!
ChatGPT is like an air fryer. You make fun of everyone that’s using it… until you do. Then it changes your life forever.
Great alt data @JPMorganAM
VC data looks nasty but there are positive signals if you are price sensitive early stage VC
1. Despite drop in exits, business formation remains at ATHs
2. Nearly 75% of PE deals occur <$100m (entry price matters)
3. Buyout activity remains at ATHs
If you’re into sports betting then you need to check out @OutlierDotBet - level of insights, ability to find the best bets, and overall UX is insane.
Quick Start Walkthrough - Web Version youtu.be/TicjOMiCDvM via @YouTube
I’m thankful @CathieDWood is launching a VC interval fund so we can publicly see the mess of private companies they invest in…
Having said that… SEC-registered products are the future of VC and every other alternative asset class. Got some fun things dropping in 2023
Can all investors just agree to stop funding narcissist CEOs that want their funding round to have 69 or 420 it? Seems pretty easy no?
Ark, like other early movers in this space are onto something (and I believe the interval fund model is the future for VCs) but two biggest problems they are going to face to scale… high management fee and focus on small, retail investors.
ARK's new fund, announced Tuesday, will give ordinary investors access to a venture capital fund, and aims to invest about 70% of its portfolio in private companies and 30% in public companies.
trib.al/jgAiWPX
Fun VC story on using data and AI instead of gut. Our algo told us to invest in a 16 year old. I had a hard time writing the check. His dad had to sign paperwork. 6 months later he’s growing 20% MoM & signing big clients. Even if he doesn’t win long-term he deserved an investment
I don’t care what Leonardo DiCaprio does or who he dates…. This is just top notch data visualization
Next wave of consumer fintech apps is targeting Venture Capital. @SweaterVentures launching this week and @fundrise just filed for interval fund targeting late stage VC and pre-IPO deals. Excited to see consumer demand for this space, only helps broader ecosystem!
