Matthew Giampetroni
@matthewgiampetroni
Venture Capitalist at Velvet Sea Ventures
Matthew Giampetroni
“What is the right amount of capital (and the right number of people) to have in this business in order to support the strategy that will create the most wealth?”182 The answer is based on the future and does not rule out reducing net investment when appropriate.
Dan Callahan • Capital Allocation
As a founder, the most valuable optionality you have is the equity you haven’t sold, and the dilution you haven’t taken. But the second most valuable optionality you can have is a valuation that’s not too high.
Alex Danco • Debt is Coming
Debt can also scare off growth equity funds, who don’t like not being the most senior money in the pref stack.
Alex Danco • Debt is Coming
Firms should invest in innovation while cutting losses when a strategy is unlikely to pay off. This is an explicit recognition of the value of quitting
Dan Callahan • Capital Allocation
What are you compulsive about? Is it possible to put that at the center of the platform’s activity?
Graham Duncan Blog • Letter to a Friend Who May Start a New Investment Platform
narratives and
I think the single biggest problem afflicting large companies is the difficulty of assigning a value to each person's work.
Paul Graham • How to Make Wealth
