Thought Leadership Threads


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Frank Rotman

Every business has a core function. Some businesses make athletic shoes while others make wide screen televisions.

What’s become clear over the past week is that many people don’t understand what Banks actually do.

A simplified explanation if you're interested:🧵👇

March 16, 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

Yusuf Ozdalga

There is lots of anxiety in the start-up community after SVB became the 2nd largest bank failure in US history.

This is understandable. Lining up action plans with back up options is key.

Undertake all planning and communication in a calm manner. This is in everybody’s interest

March 11, 2023

Frank Rotman

What the heck do you do if a Founder is fully vested and asks for an options refresh?

It happens all the time but with valuations down the answer isn’t simple.

A few thoughts on a third-rail topic: 🧵👇

February 13, 2023

Frank Rotman

Underfunding a startup is risky because downstream capital might not be there if the startup hasn’t made material progress.

It’s a terrible idea to fund a plan that only gets a startup 80% of the way to Mars!

Here's why:🧵👇

February 10, 2023

Frank Rotman

Mark Twain once said:

“When everyone is looking for gold, it's a good time to be in the pick and shovel business.”

What does this look like in crypto? 🧵👇

January 24, 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

Last night I lost my dad. He was 93 and lived a full life.

I’m not a very emotional person but I am good at writing down my thoughts, so this is a small tribute to my dad and an attempt at sharing how he shaped who I am today. 👇👇👇

January 10, 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