

Lessons Learned from Investing in 22 Companies (Pt.2) | Ep 609
8 snips Sep 21, 2023
Importance of being founder-friendly in investments. Prioritizing qualities of the founder over the business. The need for hard conversations in unlocking business growth. Theory of constraints in investment decisions. Disruptability by AI and bigger companies. Checklist for selection as a portfolio company. Benefits of a shorter deal when selling a company. Importance of non-compete clauses and face-to-face conversations in investments. Valuing founders along with the business. Identifying opportunities in imperfect businesses. Calculating hypothetical maximum growth. Leveraging front-end efforts. Importance of hiring experienced leaders.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Alternative Approaches to Founder-Friendly Investing
01:30 • 4min
The Advantages of a Shorter Deal and Creating a Different Process
05:22 • 2min
The Importance of Non-Compete Clauses and Face-to-Face Conversations in Investments
07:09 • 2min
Investing in Businesses and Valuing Founders
08:52 • 26min
Unlocking Growth and Identifying Opportunities in Businesses
35:14 • 2min
Calculating Hypothetical Maximum Growth and Leveraging Front-End Efforts
37:01 • 4min
The Importance of Experienced Leaders
40:40 • 13min