Thought Leadership Threads


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Frank Rotman

There’s a lot of mis-information being shared about VC performance and how it translates into LP returns.

There’s also a lack of understanding about how the VC ecosystem broke the LP ecosystem over the past few years and why this matters A LOT.

Here’s what’s going on:🧵👇

July 22, 2023

Frank Rotman

VCs didn’t know what fintech was until giants emerged like Stripe, Credit Karma and NuBank.

Then every VC wanted fintech exposure. But these “fintech tourists” have exited the building.

What follows is advice 8 VCs who stayed the course are giving their fintech companies.🧵👇

July 13, 2023

Frank Rotman

The biggest fallacy in the Startup world is to believe that the entry price for a great investment is irrelevant.

While great investments generate great returns, being indifferent to price is a function of sloppy thinking.

A useful mental model that great Investors use:🧵👇

April 21, 2023

Frank Rotman

There’s a major structural flaw in how the VC ecosystem works that we don’t talk about enough.

It’s a flaw that creates confusion and bad advice for Founders.

And it’s a flaw that makes no sense when you dissect it. 🧵👇

March 26, 2023

Frank Rotman

2022 was a horror story with inflation being the boogeyman and the markets being a serial killer on the loose.

Surviving economic adversity is a life skill so here are a few tips to help you navigate 2023 and stay mentally strong. 🧵👇

January 22, 2023

Frank Rotman

Many companies went through a major layoff in 2022. Many more will reduce their staff in 2023.

When the dust settles, businesses will be leaner but challenges will still remain.

Here's a valuable checklist for survivors:🧵👇

December 16, 2022

Frank Rotman

2022 was more of a body blow than a knockout punch to #Founders and #VCs.

Most Founders will stagger to their feet and strategize with their Investors.

So while the next 12 months will feel like 12 more rounds, it’s a fight that can be won.

8 predictions for 2023: 🧵👇

December 13, 2022

Frank Rotman

Another day another meltdown in the crypto space. Smarter minds than mine are unpacking the details of what’s happened and what comes next.

But I thought it would be worth explaining “the issue behind the issue” and when your money might not be safe!!!! 🧵👇

November 9, 2022

Frank Rotman

Founders are busy re-structuring their operating plans to reduce burn.

A reduction in burn almost always slows growth which #VCs will interpret as a negative signal.

The result is confusion and loads of bad advice.

Is this a solvable problem? 🧵👇

November 5, 2022