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What is Going On in the AMZN TPS Ecosystem Right Now?
As headlines and stories emerge around the challenges some Amazon TPS (third-party seller) aggregators are facing, many founders, investors, and…
May 6, 2022
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Ali Hamed
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What is Going On in the AMZN TPS Ecosystem Right Now?
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Slow and Steady Growth and Fostering Homegrown Talent Wins The Race
A lot of companies have put together 2023 budgets that look different than the ones they initially set out in 2022. Where investors used to place…
Apr 19
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Ali Hamed
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Slow and Steady Growth and Fostering Homegrown Talent Wins The Race
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Venture Investing in 2023
Last year I wrote this post on Venture Investing in 2022. At the time, some of the public tech stocks had started to fall in value (Docusign, Doordash…
Mar 23
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Ali Hamed
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Venture Investing in 2023
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Why Embedded Lending Made our Investment in Constrafor a Clear Choice
Lending has been largely a bad word within the VC community since the lackluster public market performance of LendingClub and OnDeck. Affirm, once the…
Jul 15, 2022
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Brian Harwitt
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Why Embedded Lending Made our Investment in Constrafor a Clear Choice
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Earning the Right to be Contrarian
When I first started investing in venture capital, I wanted to be contrarian. Badly. Being contrarian was a badge of honor (whereas pursuing consensus…
Jun 15, 2022
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Ali Hamed
3
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Earning the Right to be Contrarian
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Buckets
This should be pretty obvious, but: VCs should be giving different advice to different companies. But we’re seeing many VCs give the exact same advice…
May 12, 2022
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Ali Hamed
6
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Buckets
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Venture Investing in 2022
How we view the world today
Jan 6, 2022
•
Ali Hamed
14
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Venture Investing in 2022
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Are Defaults Really Just Customer Acquisition Costs?
An alternative framework for Defaults in Lending Businesses
Sep 27, 2021
•
Brian Harwitt
10
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Are Defaults Really Just Customer Acquisition Costs?
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Chronicles across the Capital Structure
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