Building a Fund Investment Thesis

Posted on May 18th, 2018

Charlie Munger once said “All intelligent investing is value investing — acquiring more that you are paying for." As Marc Andreessen puts it, you need to be right and non-consensus if you want to make money. If something is already consensus then money...

Shippo Deal Memo

Posted on May 18th, 2018

Shippo wants to become one of the primary endpoint of shipping by abstracting the shipping infrastructure layer to allow businesses to provide cheap and easy shipping. Shippo latest round was a 2 million Seed in September 2014. Current investors includ...

Learning from Boris Wertz

Posted on May 18th, 2018

Boris Wertz is a top tech early-stage investors based in Vancouver. He is the founding partner of Version One and a board partner with Andreessen Horowitz. Previously, Boris was the COO of AbeBooks.com which sold to Amazon in 2008. I encourage you to r...

Learning from Louis Tetu

Posted on May 17th, 2018

Louis Tetu is a Quebec City entrepreneur and is currently the Chairman and CEO of Coveo an enterprise search company. Prior to Coveo, Louis co-founded Taleo Corporation, the leading provider of software for talent and human capital management, acquired...