There’s been a lot of discussion on whether investors are “open for business” during the current Shelter in Place environment and I wanted to share some observations based on my experience at True: 1. Since the start of Shelter in Place, our firm has made two new investments where the investment lead on our team… Read more

I shared this post with our team last summer while reflecting on a number of different investments at True and after reviewing it at the beginning of this year, thought it’d be interesting to share more broadly: 1.   Don’t fund tools or diagnostics Businesses focused on tools or diagonstic often cost as much to build,… Read more