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Venture Capital, Investing, Startups observations Opinions and Thoughts on Venture Capital, Investing, and Startups LinkedIn Twitter Instagram Menu Home About Books Podcasts Followup: Don’t Sit on the Sidelines! In my post Public Equities: 2022 Outlook, I wrote: Time is Money. Don’t Wait. I got a lot of flak for that. How could I recommend investing when I don’t know what the future brings?! Wouldn’t that really depend on the risk target of an investor? True. That’s why I wrote about what I am … Continue reading Followup: Don’t Sit on the Sidelines! → Thorsten Claus family office Leave a comment September 6, 2022 September 7, 2022 1 Minute War in Ukraine: The Long-Term Impact For some reason, just because I’m German, everyone seems to think that I know the impact of the war in Ukraine onto capital markets. I don’t. Well, I didn’t. Here we go: Bifurcation of economies; return of regional networks and economies; strong US dollar; bifurcation of energy markets; increased military investments Thorsten Claus deep tech , family office Leave a comment August 16, 2022 August 15, 2022 4 Minutes Wallet-Share, Time-Share, People-Share I had a consulting career more than a decade ago and thought the typical project triangle was well known (google it). That has an implication for startups, and it is an important reason why VCs often ask about the "10x-factor": Can you do something 10x faster? Can you do it 10x cheaper? Can you create … Continue reading Wallet-Share, Time-Share, People-Share → Thorsten Claus Uncategorized Leave a comment July 12, 2022 September 10, 2022 2 Minutes How to think about risk in Blockchain, Private Equity, Public Markets Last night a dinner discussion turned again to private equity markets, blockchain, stablecoins, and money. The argument went that public markets had less risk because they have stricter audits, governance. In private equity, you also have to find a buyer and negotiate a price and terms of your private equity stake. Stocks that are traded … Continue reading How to think about risk in Blockchain, Private Equity, Public Markets → Thorsten Claus family office Leave a comment May 24, 2022 August 15, 2022 3 Minutes $125M Evergreen Fund When I came out of my own startup in 2002, I decided to focus my efforts on public land preservation and low-income housing. I signed a bunch of different (financial) products, and quite frankly didn’t know muchproducts, closed-end funds, and tax implications. When I had to restructure our family trust, I had … Continue reading $125M Evergreen Fund → Thorsten Claus family office 1 Comment May 20, 2022 August 15, 2022 2 Minutes Public Equities: 2022 Outlook A family trust and family investment fund comes with many products I am not as familiar with as I would like to be. Of course, I know the basics of the financial instrumentspublic equities, hedge funds, commodity trading, REITs, farmland, etc. ... but that is like saying "I understand what a Preferred Series … Continue reading Public Equities: 2022 Outlook → Thorsten Claus family office 1 Comment May 15, 2022 August 16, 2022 3 Minutes Startup Culture Observations A regular question of my students at UC Berkeley is "How do I select my first/next job? How do I know the culture is right for me?" Paraphrasing Jordan B. Peterson When a society is corrupt, then the powerful rule. When a society isn’t corrupt, then the great have authority. What is greatness? When the … Continue reading Startup Culture Observations → Thorsten Claus Uncategorized Leave a comment April 19, 2022 August 16, 2022 1 Minute Data is only keeping our perceptual best guesses in check. I often listen to the talks from The Royal Institute, sometimes while driving, like a podcast. A recent one in my playlist was a re-discovered talk by Anil Seth, "Is Reality a Controlled Hallucination?" - I remember his talk at TED four or five years back. We think perception is a process of reading out … Continue reading Data is only keeping our perceptual best guesses in check. → Thorsten Claus Uncategorized Leave a comment April 5, 2022 August 16, 2022 1 Minute Almost All Ideas are Wrong. There is a fundamental truth: Almost all ideas are wrong. It doesn’t matter if they are your ideas or someone else’s ideas. They are probably wrong. And even if they strike you with the force of brilliance, your job is to assume, first of all, that they’re probably wrong, and then to assault them with … Continue reading Almost All Ideas are Wrong. → Thorsten Claus Uncategorized Leave a comment March 15, 2022 August 16, 2022 1 Minute Venture Capital is a Financial Product When we due diligence emerging managers, not presenting an investible financial product is the fastest way to come to a "no". It’s true that you have to make "good investments" (whatever that means), but unless you are only investing your own money, you need to offer a financial product that attracts LPs. HNIs and family … Continue reading Venture Capital is a Financial Product → Thorsten Claus Uncategorized Leave a comment February 22, 2022 September 2, 2022 3 Minutes Posts navigation Older posts Search for: Upcoming Posts No upcoming posts yet. Recent Posts Followup: Don’t Sit on the Sidelines! September 6, 2022 War in Ukraine: The Long-Term Impact August 16, 2022 Wallet-Share, Time-Share, People-Share July 12, 2022 How to think about risk in Blockchain, Private Equity, Public Markets May 24, 2022 $125M Evergreen Fund May 20, 2022 Public Equities: 2022 Outlook May 15, 2022 Startup Culture Observations April 19, 2022 Data is only keeping our perceptual best guesses in check. April 5, 2022 Almost All Ideas are Wrong. March 15, 2022 Venture Capital is a Financial Product February 22, 2022 Great Product – Wrong Deal. February 8, 2022 A16Z: IPOs and Beyond – A Guide to Exit Options for Companies December 14, 2021 Podcasts and Blogs I Recommend. May 26, 2020 Venture Capital: Preparing for Failure. October 22, 2019 The Most Important Pricing Questions for Cost Saving and Efficiency Products October 8, 2019 Search Search for: Archives September 2022 (1) August 2022 (1) July 2022 (1) May 2022 (3) April 2022 (2) March 2022 (1) February 2022 (2) December 2021 (1) May 2020 (1) October 2019 (3) September 2019 (4) August 2019 (4) July 2019 (5) June 2019 (4) May 2019 (4) April 2019 (5) March 2019 (4) February 2019 (4) January 2019 (5) December 2018 (4) November 2018 (4) October 2018 (5) September 2018 (4) August 2018 (4) July 2018 (5) June 2018 (4) May 2018 (5) April 2018 (5) March 2018 (8) February 2018 (2) Categories deep tech (1) family office (5) fund raising (31) leadership (42) pitch clinic (11) scaling (19) startups (40) strategy (33) venture capital (59) Create a website or blog at WordPress.com Loading Comments... Write a Comment... Email (Required) Name...