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  1. Sage advice from borne of 30+ years of early stage investing experience. We embrace this frame

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  2. Building seed stage partnership Some reflections on my love of seed stage investing and the founders and businesses I aspire to work with

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  3. 1. velj

    I may have lost 5 pounds of water weight 💦 〽️🏀🔥👍

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  4. 1. velj

    Publicly traded comps. Blackstone, Apollo, and Fortress before them all had these characteristics: Predictability. Multi-product. Scale. They just started from the private equity product and expanded across products and cap structure. No reason a multi-stage VC couldn't do it. x/

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  5. 1. velj

    Scale. AUM has to be large enough that when you PV the expected cash flows on a probability adjusted basis, you get a multi-billion $ valuation. Otherwise, it's not worth it. 3/

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  6. 1. velj

    Multi-product. Early stage, growth, crypto, credit, etc. Diversification of fee revenue and carry streams is critical for a public market investor to do a proper DCF valuatoin 2/

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  7. 1. velj

    Has VC Become So Big It Must Be Disrupted? Wrong question. Right question: Have VC cash flows become sufficiently predictable that they can be efficiently monetized and traded in a public format? There are several conditions to this being true 1/

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  8. 29. sij

    Here are the top 10 venture funds that launched from 2010 to 2012. Fine, but A LOT more work to do.

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  9. 25. sij

    As a parent of two pretty happy and connected young adults, I get questions about parenting quite often. And this piece neatly incorporates my main points: be emotionally present; have fun; give love; and keep them safe. And chill out - do these things and you’ll be 👍❤️

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  10. 24. sij

    Best of times with the team at held in beautiful , home to more than 200

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  11. 23. sij
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  12. 23. sij
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  13. 16. sij
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  14. 16. sij

    IA Ventures — OG seed, Fund IV and more of the same Stability, partnership and community . All thanks to and for being my partners and making me better every day

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  15. 15. sij

    Authenticity Perhaps some of the most powerful insights I've gleaned through living, loving, working and mentoring.

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  16. 14. sij

    Havas Tests Zeotap And InfoSum Data Partnership As Agencies Enter Onboarding Extracting insights in a post world, cookies be damned

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  17. 14. sij

    As a lifelong baseball fan and former youth baseball coach, I am incensed not only by the fact that this happened but that the players involved aren’t being held accountable. Steroids for rehab bad but stealing signs ok? Cheating is cheating.

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  18. 13. sij

    Antiportfolio, thou antiportfolio... Congrats to and the entire team. Great people. Great business. Amazing outcome. Who envisioned the explosion of the fintech app economy? They did. Who didn’t? This guy. 😬

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  19. 8. sij

    Charting a Path for Healthcare. The OS for Healthcare isn’t just a vision: it’s here. Better outcomes through better data and relentless improvement. ⁦

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  20. 8. sij

    So proud of the team and excited to partner with once again. The best is yet to come.

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