Investing… Seeking Alpha: Second Level Thinking in Venture Capital 9 Sep 2025 Contrarian thinking is required for investors to outperform the public markets. Innovation also relies on contrarian thinking. Yet the Gartner Hype Cycle shows that mimicry is prevalent in venture capital.…
Author… Investment Filters: Simple Rules to Hit Investment Targets 20 Jul 202520 Jul 2025 Investment Filters set boundary conditions and provide simple guidelines for investments consistent with fund strategy. Filters coordinate fund activity to focus on investments that matter most while permitting flexibility to…
Author… Founder Fit: Insight Driven Innovation 16 Jan 202523 Jan 2025 Founder Opportunity Fit Framework Venture investors profess preference for industry disruptors, yet this review finds that investors more readily back incremental innovation with credentialed founders than industry disruptors sponsored by…
Business Area… Experience vs. Insight: What Makes a Successful Founder? 16 Jan 202523 Jan 2025 What do Bill Gates, Mark Zuckerberg, Elon Musk, Larry Page, Sergey Brin and Michael Dell have in common? These founders of Microsoft, Facebook, Tesla, Google and Dell have created pathbreaking…
Startup Cairns 