Not a Drop for You – To use a highly technical terms, capital markets are weird right now. We are seeing a growing divide between the haves and have-nots, with many start-ups rolling in investor interest and many more seeing their options decline.
Uncertainty – Are we going back to work? – After a week of speaking to a lot of large enterprises, we think a lot of big companies will not return to normal activity this year.
Is America losing the R&D race? – The short answer is no, but we may want to rethink how we prioritize our R&D investments.
Fear is the Mind Killer – Two weeks ago we argued that consumer sentiment and individual decision making are going to have a big impact on the economy. There is now an academic paper to back that up. Also, wear a mask.
Raising Venture Funds under Uncertainty – Fear of the virus and its impact on the economy are still pervasive, and while conditions will tighten for many, investors are nonetheless aware that there will be many compelling opportunities in coming months.
Good CFOs need to understand their companies. Their role shouldn’t be the Veto-holder or decision maker. Instead, they should help companies frame and measure decisions.
A sea of venture dollars, but none for me? That is the common refrain we hear from CEOs lately. The headlines seem to be full of stories of companies getting […]
Raising and Spending Money in Uncertain Times – Even the best CEO needs help allocating capital, a wholly different skill than other CEO decisions.
Scenario Planning for the New Uncertainty – the spread of the virus, the overall economy, and most importantly, the way individuals adjust their decision making – are going to play a big role in determining the fate of a lot of start-ups.