Topic

Investing

Investing lessons, market structure, capital allocation, venture capital, public markets, and investor profiles.

Lessons from Keith Rabois

Keith Rabois focuses on hiring and talent, a domain where organizations make consequential judgments about people. The practical inquiry is how to identify exceptional candidates, evaluate fit, and build teams capable of demanding work.

Lessons from Kirsten Green, founder of Forerunner Ventures

Kirsten Green, founder of Forerunner Ventures, focuses on investment philosophy and strategy. Her domain invites study of how investors form conviction, assess opportunities, and translate a durable point of view into choices about where to commit capital.

Lessons from Micky Malka, founder of Ribbit Capital

Micky Malka, founder of Ribbit Capital, argues that fintech must move beyond simple access toward more integrated, intelligent financial services, offering a provocative lens on where the industry is heading and what its next evolution demands.

Lessons from Arjun Sethi

Arjun Sethi examines venture capital and investing, concentrating on the judgment behind allocating capital: how investors assess opportunities, form a point of view, and make strategic choices amid uncertainty about companies, markets, and future outcomes.

Lessons from Gerry Schwartz, CEO of Onex

Gerry Schwartz, founder, chairman, and CEO of Onex, built a private equity and credit investment firm after working alongside early leveraged-buyout pioneer Jerome Kohlberg Jr., connecting the formative history of the field with decades of disciplined investing.

Lessons from Boris Wertz, Partner at Version One

Boris Wertz, founding partner of Version One and a board partner with Andreessen Horowitz, brings an operator’s perspective to early-stage technology investing, shaped by his earlier experience as COO of AbeBooks.com before its sale to Amazon.

How Do Venture Capitalists Make Decisions?

Venture capital may look like a black box, yet survey evidence shows a disciplined funnel shaped by networks, market attractiveness, teams, products, terms, and stage. Understanding these choices clarifies how scarce financing reaches a small fraction of companies.

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