Mindset-Based Investing.
Mindset Drives Alpha in Venture Capital.
Mindset-Based Investing aims at generating outlier returns by understanding how top-tier LPs and GPs make investment decisions.
Workshops
In-person training sessions on VC decision-making
Reports
Research reports on elite VCs’ investment decision processes
Essays
- Mindset-Based Investing: A Framework to Improve Venture Capital Decision-Making
- Why I Backed A GP Without VC Fund Due Diligence
- Emerging VC Fund Math: Build The Portfolio LPs Will Back
- SpaceX IPO: What Insider Stories Reveal About Elon Musk
- The Gold Rush Mindset Behind Silicon Valley’s Outlier Founders
- Why Venture Capital LPs Should Fund Flying Cars
- Martin Tobias (Incisive Ventures): Investing in 6 Unicorns, Raising A Fund II, And Selecting Founders At The Poker Table
- Venture Capital Investment Committees: Best Practices From Elite VC Firms
- The Ultimate Guide To VC Investment Committee Memos (With Downloadable Template)
- Into The Mindset Of Power-Law Masters (Part 1: Intuition)
Newsletters
- #212 — Is Founders’ Introspection Harmful?
- #211 — How Top VCs Select Pre-Consensus Startups
- #210 — VCs Should Not Target Nice Founders
- #209 — This Is How VCs Win Today
- #208 — A Unique Invitation: Private LP/GP Event
- #207 — A Better Approach To VC Portfolio Construction
- #206 — What A $2.2 Billion Exit Taught Me About Investing
- #205 — Lessons From 32 LP Investments
- #204 — LPs’ Main Challenges in 2026
- #203 — Peter Walker (Carta) on Investing in Emerging Managers
- #202 — Founders & VCs Should Know More About Each Other (And Themselves)
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