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Posted on eighth July 2022 by hstebbings1
Mike Chalfen is a solo GP with Chalfen Ventures and probably the most revered and profitable early-stage traders in Europe over the past twenty years. Amongst Mike’s unimaginable portfolio consists of the likes of King.com (makers of Sweet Crush), Houzz, Tipalti, Snyk, and Tray.io, to call a number of. Some unimaginable info on Mike, he has a 15x profession monitor file, he has a portfolio worth of over $40BN+ and he joined the enterprise business, the yr of my start!
In At the moment’s Episode with Mike Chalfen You Will Be taught:
1.) Entry Into Enterprise and The Damaged Buyer Expertise of VC:
- How did Mike make his authentic entry into enterprise means again in 1996?
- What does Mike imply when he speaks of the distinction between “managing your profession vs the cash you make investments”?
- What does Mike imagine are a number of the best challenges of enterprise partnerships at the moment?
- What does Mike imagine that the client expertise in enterprise partnerships for founders is damaged at the moment?
- How did seeing the prior booms and busts impression Mike’s investing mentality at the moment?
3.) Portfolio Development 101:
- How does Mike take into consideration portfolio building at the moment?
- With 9-10 core positions, why does Mike disagree with the normal notion of “diversification”?
- How does the decision-making framework for Mike change when contemplating new investments vs re-investments?
- Does Mike imagine that pro-rata is a lazy notion? What does Mike have to see on the upside to re-invest?
- How does Mike really feel in regards to the significance of temporal diversification? Why did Mike enhance the cadence of his investing in 2021? Does he remorse the elevated pace?
3.) The Market 101:
- How does Mike take into consideration the significance of market sizing? If we all the time underestimate the scale of our winners, is that this market sizing train not destined for failure?
- Why does Mike imagine so many over the previous few years have poorly sized markets they invested in?
- How does Mike assess market timing danger? What market danger is he keen vs not keen to take?
- What have been a few of Mike’s greatest errors when analyzing markets previously? How did it change his perspective?
4.) Boards 101:
- How would Mike describe his fashion of board membership at the moment? How has it modified over time?
- Why does Mike imagine that boards at seed should not useful? When do they develop into useful?
- What’s the single greatest mistake Mike sees so many younger board members make at the moment? What’s his greatest recommendation to younger board members?
- How does Mike advise founders on getting ready for boards? What does he need to see?
- What are the most important errors founders make when conducting board conferences?
Objects Talked about in At the moment’s Episode:
Mike’s Favorite Books: Don’t Let’s Go to the Canine Tonight: An African Childhood, Days With out Finish
Mike’s Most Current Funding: Opply
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