Thought Leadership Threads

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Strategy

Yusuf Özdalga

Embedded finance is everywhere around you, from clicking "Buy now" on Amazon to your seemingly invisible payment when you exit your Uber.

Pretty easy, right?

What if I told you there's a new solution that is even faster, cheaper and safer.

There is.

Plug and Play Finance.

July 13, 2022

Yusuf Ozdalga

Buy-now-pay-later is not the same as traditional lending.

Used successfully, BNPL creates a rare win-win-win for consumers, merchants and banks.

When you deviate from what makes it unique, a cascading failure takes place and everything breaks down.

Here's why it is important.

June 9, 2022

Frank Rotman

🚨It's finally here🚨

Curious how VC Funds are evolving to reflect the recent changes in the LP and Startup ecosystems?

"The Three-Body Problem: Finding the New Stable Points in Venture Capital" is finally here.

Read on for links: 👇

May 20, 2022

Frank Rotman

Web2 companies start with product.

Web3 companies start with community.

Why building community first is a powerful strategy: 🧵👇

April 7, 2022

Frank Rotman

Do you want to know a secret about Board meetings?

The secret: They aren’t unique!

Seasoned Board Members discover that Board meetings fall into very distinct categories.

What follows is a classification framework and a few insightful nuggets (including a soundtrack).

August 23, 2021

Frank Rotman

Most successful startups find product-market fit by doing a single thing better or cheaper than other available options. But most startups struggle to crack the code on additional products.

Here are 5 common fallacies to avoid if you want to expand beyond a wedge product:

August 4, 2021

Frank Rotman

After months of hard work you’ve managed to raise a comfortable amount of new of capital for your #startup. Now what?

A simple thread for Founders and VCs about shifting from a “need to raise” to a “need to prove” mindset.

July 19, 2021

Frank Rotman

If you want to constantly produce top quartile returns, you have to find at least one “return the fund” (RTF) investment every fund.

Here’s a simple exercise that’s helped me spot 1-2 RTFs every fund:

July 16, 2021

Frank Rotman

"There are only two ways to make money in business. One is to bundle and the other is to unbundle."

A thread on this powerful but very mis-understood concept:

July 14, 2021