Thought Leadership Threads


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Frank Rotman

MANY startups are living with bad decisions they made when cheap capital flowed freely.

Massive value destruction was driven by Founders playing Hungry Hungry Hippo, trying to accumulate as much revenue as possible.

A few thoughts on how to learn from their mistakes:🧵👇

September 5, 2023

Frank Rotman

Over 100 startups in our portfolio have refactored their operating plans in the past year.

Some have become profitable with as little as $5MM of revenue while others have found ways to do more with less.

Can you guess the four most common levers they pulled?🧵👇

June 29, 2023

Yusuf Ozdalga

The rapid erosion of value in SVB's bond portfolio made plain the power of math and markets and how they can turn against you like an unexpected flash flood.

Here is a simple explainer on basic bond math that is good to know even if you are not a bank CFO.

March 14, 2023

Frank Rotman

Can you imagine your life without music?

Did you know that there’s a technology company that’s helping tens of thousands of artists reclaim their creative control and finally get paid what they’re owed?

A 🧵 about @stem and how it’s transforming the music industry: 👇

April 20, 2022

Frank Rotman

The most disturbing trend I’m seeing in the early stage fintech ecosystem is the raising of 2-3 back-to-back rounds with minimal progress in-between. Unpacked:

August 28, 2020