laugh when I hear founders advised to only talk to VCs ‘when raising’… if you’re VC-backed, relationship building with VCs is ongoing.

really boils down to if you are building / smashing milestones at a breakneck pace, you have a shot to execute on the vision.

LONG TEXAS 🇺🇸 🤠

VC Twitter, but for LPs plz.

find the key differences between how VCs and Fund LPs approach investment decision-making are centered around: >> level of risk aversion >> decision time horizon >> macro-environment >> underwriting intensity >> quality of references

forgot to mention Dropout U PitchBook

If someone’s phone number is in their email signature, it’s fair game. I don’t make the rules.

biggest change witnessed over last ~5 years in deep tech is how early-stage founders are prioritizing their commercialization strategy.

September may be the most productive month of the year across the board. Summer revitalization has just ended. Everyone entering grind mode stretch before holidays. You love to see it, take advantage. Ride the wave.

hence why…

my love language is product market fit

what’s the best city for a deep tech VC to plant an HQ 🇺🇸

pretty cool moment today, pitched the corporate venture arm (FoF) of the largest customer + key driver of the exit we had with our family biz - life comes full circle.

sometimes the best thing an investor can do is just get out of the way

think the next wave of cities to explode onto the hard tech scene 🏭 >> Austin >> Chicago >> Detroit >> Houston >> Pittsburgh

If I were beginning my VC journey… would allocate 100% of my time meeting founders and no time crafting an investment thesis.

📍Austin, TX locals - heading to town for a long weekend next week with the lady, been a couple years. would love recommendations: >> restaurants / bars >> shopping >> fun neighborhoods >> things to do / see >> etc

emerging managers that do not mimic a legacy fund index approach and deploy contrarian capital should be rewarded.