Juan Orbea

Hunter Walk recommends that folks avoid “snacking” when they prioritize work. If you’re in a well-run organization, at some point you’re going to run out of things that are both high-impact and easy. This leaves you with a choice between shifting right to hard and high-impact or shifting down to easy and low-impact. The later choice–easy and... See more

One of the most important things a General Partner (GP) needs to consider early on when starting a venture fund is their portfolio construction strategy. Portfolio construction will impact nearly every aspect of running a fund, including return performance. 

We don't just want to take existing maps of social connections as given and find better ways to come to consensus within them. We also want to reform the webs of social connections themselves , and put people closer to other people that are more compatible with them to better allow different ways of life to maintain their own distinctiveness.

Should SaaS companies trade at a 24x Enterprise Value (EV) to Next Twelve Month (NTM) Revenue multiple as they did in November 2021? Probably not and we think 10x (May 2022) seems more in line with the historical trend.