What are we Doing with Vincent Daniel and Porter Collins, plus a Conversation with Adam Demuyakor of Wilshire Lane Capital
RiskReversal Pod
00:00
What's the Advice That You're Giving Your Portfolio Companies?
Dan O'Brien: The advice that we have given has been, I think for one, focus on cash. Do you have a good capital efficiency ratio? Are your payback periods efficient? Are you actually having the right types of customers? And then I think from looking at the macro, I wrote an email out to our portfolio companies back in April,. It was titled, Now is the time to be conservative and try and play defense," he said.
Play episode from 55:26
Transcript
