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Date (if relevant)

Entry type

Firm (direct)

Topic

Person (direct)

Notes

Mon, Nov 13, 2023

personal

Canton de Vaud

Call with the tax people around 2022 tax

Everything is in order. They simply haven’t looked/reviewed our file yet.

Sun, Nov 12, 2023

quote

Norwest Capital Partners

Quote on customer churn

Sean Jacobsohn

“Raising as much money as possible to signup customers is a wasted effort if you have high customer churn. Until you have high retention and customer satisfaction you likely haven’t achieved product market fit. I recommend capital efficiency until you are ready to scale a business model that’s working repeatably.”

Thu, Nov 9, 2023

quote

QED Investors

Frank Rotman from QED on 2 types of investors

Frank Rotman

There has been and always will be two competing Venture Capital investment frameworks. The lexicon I've adopted: Investors are either Fundamentalists or Revolutionaries. Fundamentalists believe that what’s possible is dictated by the dynamics of an ecosystem. Building in stages on top of solid unit economics is what matters. To Fundamentalists, the journey matters because great companies are built on top of good companies. Revolutionaries believe that what’s possible is a function of differentiation. Dominance of a big market is the only goal. To Revolutionaries, only the destination matters because success is a function of an amazing team eventually dominating an ecosystem with large TAM. Fundamentalists believe that financials matter because a company’s enterprise value will eventually collapse to a function of margin, volatility, profit and growth. Revolutionaries believe that dominance is the goal and financials will follow. These differences materialize in the advice that a Founder is given by an Investor regarding how to deploy capital and how important systemic de-risking is. It also shows up in how businesses are valued by Investors! For any business, valuation is a function of the intrinsic value of the current business plus the option value of what can be built in the future. Fundamentalists and Revolutionaries weigh the components of valuations vastly differently. Fundamentalists place a lot of value on the current machine and trajectory of the business while Revolutionaries place a lot of value on the option value associated with the possibility of building a dominant company. But even with these differences, over the long run the best investors have historically delivered great returns regardless of their philosophy. Great investors spot great opportunities. What has changed is that liquidity events (IPOs and strategic sales) are aligning with Fundamentalist thinking and valuation methodologies more than Revolutionary narratives. Internalize this because it's really important. It means that connecting the dots between a Seed stage investment and a liquidity event MANDATES shifting from a Revolutionary mentality to a Fundamentalist mentality. Think about what this means for companies that haven't gotten far enough fast enough. Mid and later stage Revolutionary Investors are hard to come by these days and it's not going to change anytime soon.....

Thu, Nov 9, 2023

personal

Michel Rime SA

Heating in the appartment: how it works and what was the problem

There are basically a bunch of pipes below the floor and water goes through them. Until now, the system that controls the speed and temperature of that system was automatic and, in his view, not enough energy to really heat everything up. The second thing is that it was only on from 6am to 8pm. Now, he’s made it manual, increased the speed/power, and made it so that it will heat from 6am to 11pm. So, as a result it should work better.

Wed, Nov 8, 2023

call/meeting

Algama

Call post me joining the board

Alvyn Severin

Key things I need to get during the call

Tue, Nov 7, 2023

call/meeting

Future Food Fund

Intro call

Silla Scheepens

Calling from Amsterdam

Tue, Nov 7, 2023

call/meeting

Polybion

Update call on gift, call for my job, round, board resolutions, E Parra shares

Alexis Gómez-Ortigoza

Cardholder as a gift

Mon, Nov 6, 2023

WSO Finance Prep

Course 1: Fundamentals of Cost of Capital (WACC)

Mon, Nov 6, 2023

quote

Not sitting in the sidelines, being dynamic and taking risks in life

Theodore Roosevelt

“It is not the critic who counts; not the man who points out how the strong man stumbles, or where the doer of deeds could have done them better. The credit belongs to the man who is actually in the arena, whose face is marred by dust and sweat and blood; who strives valiantly; who errs, who comes short again and again, because there is no effort without error and shortcoming; but who does actually strive to do the deeds; who knows great enthusiasms, the great devotions; who spends himself in a worthy cause; who at the best knows in the end the triumph of high achievement, and who at the worst, if he fails, at least fails while daring greatly, so that his place shall never be with those cold and timid souls who neither know victory nor defeat.” – Theodore Roosevelt

Mon, Nov 6, 2023

personal

Car number plate

The car’s number plate is VD-331 558

Mon, Nov 6, 2023

pkm - reference doc

Diligent Equity

VC/PE fund metrics

⁠

Mon, Nov 6, 2023

personal

2-Phases Course notes

You need to learn how to check air in the tyres. It’s recommended to do this once per month.

Mon, Oct 23, 2023

call/meeting

TIPA

TIPA Shareholder call

It’s unsurprisingly a tough time for them given the war in Israel. It’s not a normal time, but they're trying to maintain business continuity.

Fri, Oct 20, 2023

call/meeting

BZEOS

Update call

Guy Maurice

Skanem came to visit them.

Wed, Oct 18, 2023

call/meeting

The Mulsanne Partnership

Call with Headhunter on CPT Capital job

Michael McConnell

About

The Mulsanne Partnership⁠

Fri, Sep 22, 2023

personal

Blogs/substacks that I like

⁠

Bill Gurley⁠

Above the Crowd - By Bill GurleyAbove the Crowd | By Bill Gurley⁠

⁠

Wed, Sep 20, 2023

personal

Ideas for next Annachhatre Swiss trip/holiday

Another trip to CERN

Fri, Sep 8, 2023

call/meeting

Seven Lanes Capital

First interview with Guillaum

Guillaume Rozenblat

Why me?

Thu, Sep 7, 2023

personal

Interlaken day trip

Table 5

⁠

Wed, Sep 6, 2023

call/meeting

Cubiq Foods

Intro chat with Cubiq founders

Andres Montefeltro

Raquel Revilla-Sanchez

Documentation that I need: The JDA with Cargill

Wed, Sep 6, 2023

call/meeting

Endogena Therapeutics

First Interview

Pre interview preparation

Sun, Aug 27, 2023

personal

Trip to Spiez

Part 1: Montreux to Zweisimmen on the Belle Epoque (1st class)

Sun, Aug 27, 2023

personal

Day at Mount Pilatus

There's basically 6 parts to the trip

Thu, Aug 24, 2023

personal

Doing the pro rata

Thu, Aug 24, 2023

personal

What do to about the floors/parquet cleaning in the house?

What’s in the rental agreement?

Sat, Aug 19, 2023

personal

personal check-in

Overall, things are kind of challenging at the moment. I’ve essentially made no progress on the job front. Even worse, I feel like my hunger to make something great happen is kind of waning at the moment. It’s time to fix this shit, now! So, from here on, this is what will happen:

Fri, Aug 18, 2023

call/meeting

Polybion

“Board meeting”

Alexis Gómez-Ortigoza

Axel Gómez-Ortigoza

Maturity is changing to 24 months

Wed, Aug 16, 2023

call/meeting

Smartends

intro call

Imdad Laksar

Intro call with Smartends

Fri, Aug 11, 2023

call/meeting

foodforecast

Chat about selling the CLA stake

Alex Eberl

There may be a buyer for the CLA. Sounds like Robin wants to make a bid for that piece.

Mon, Aug 7, 2023

personal

Finances chat with tiki

Elodie Noghero (Tiki)

Overview of where we are

Mon, Aug 7, 2023

call/meeting

Blue Horizon

Catch-up on a few decision points

Przemek Obloj

Firm (direct): Blue Horizon 🔴 Person (direct): ⛰ Przemek Obloj

Fri, Aug 4, 2023

call/meeting

Polybion

Short update call

Alexis Gómez-Ortigoza

Eduardo’s situation

Thu, Aug 3, 2023

personal

Plan for day with Mama, Mami, and Siya

Table 7

⁠

Wed, Aug 2, 2023

personal

Refilling a dishwasher

There are 2 things to refill in a dishwasher: salt and liquid. There’s usually an indicator that lights up when either needs refilling.

Wed, Aug 2, 2023

call/meeting

Blue Horizon

Catchup

Gabriel Ego

Firm (direct): Blue Horizon

Wed, Aug 2, 2023

learn

Fly Ventures

Typical venture debt terms

Matt Wichrowski

Sat, Jul 29, 2023

learn

useful code block for notion if statements

if(

test,

true,

false

)

Thu, Jul 27, 2023

call/meeting

Biomilq

intro call

Leila Strickland

Amy Kiska

Leila and Amy

Thu, Jul 27, 2023

call/meeting

True Search

Five Seasons Ventures

First headhunter screen interview

Rebecca Simmonds

Emma Tran

Questions

Thu, Jul 27, 2023

call/meeting

Polybion

2023 accounts call with the lawyers

Alexis Gómez-Ortigoza

David González Gálvez

Other info

Tue, Jul 25, 2023

call/meeting

foodforecast

intro call with robin

Jan Brormann

Justus Lauten

Alex Eberl

Robin Houben

Robin

Tue, Jul 25, 2023

personal

Vaudoise

Retail Renault Group

Call about the car damage

Call with Vaudoise

Tue, Jul 25, 2023

call/meeting

Private Equity Recuitment (PER)

Update chat

Ben Menai

He’s working from France for the summer

Mon, Jul 24, 2023

call/meeting

Deloitte

Blue Horizon

Weekly update call with Olivier

Olivier Peter

Björn Witte

Roger Lienhard

Armin Grunewald

They will meet Michael

Mon, Jul 24, 2023

call/meeting

SpeedInvest

Catch-up call

Namratha Kothapalli (Nammu)

They do small FoF at SpeedInvest, and a lot of them are struggling to raise money.

Thu, Jul 20, 2023

call/meeting

Bramble

Intro call and round consent

Amanda Rolat

Paula Glass

What’s the situation?

Wed, Jul 19, 2023

call/meeting

MassChallenge

Pitch the VC Session

Tue, Jul 18, 2023

call/meeting

update call with Bernard

Bernard Saint-Donat

Call with Bernard

Tue, Jul 18, 2023

call/meeting

foodforecast

Update call

Justus Lauten

Round: They’d like us to give the €100k, if not, they will still raise the round from other investors.

Fri, Jul 14, 2023

call/meeting

Polybion

update call

Alexis Gómez-Ortigoza

Bolt Threads halted production of Mylo. They think that Mycoworks may be in a similar situation in the future.

Fri, Jul 14, 2023

call/meeting

Tapestry

Coach

update call

Ajay Chaddha

Update call with Ajay

Fri, Jul 14, 2023

call/meeting

foodforecast

Status check + update

Justus Lauten

Round update

Fri, Jul 14, 2023

call/meeting

Vistra

Status update check call

Yann Kocon

Alejandra Gonzales

Finbar Conlon

Call with Vistra

Thu, Jul 13, 2023

call/meeting

Blue Horizon

update calls

Matteo Parenti

Tommaso Gino

Lara Erman

Tommaso

Wed, Jul 12, 2023

call/meeting

Valence

update interview

David Cerami

Streeter Phillips

Tech update

Tue, Jul 11, 2023

personal

Annachhatre 2023 Switzerland Trip

Things to do

Sat, Jul 8, 2023

personal

Life update

I’m going to start a new phase of my life next week. I just know it. I’ve been unhappy and passive for a while now, and it’s time to take charge and fix things. In no particular order, here’s projects I want to work on, and a sense of what I’ll do to get there:

Tue, Jun 27, 2023

call/meeting

Alpha Foods

Alpha LKC situation

Adam Derry

Tommaso Gino

Matteo Parenti

Chat with Matteo and Tommaso

Tue, Jun 27, 2023

call/meeting

Fashion for Good

Call about Polybion

Frans Jooste

Fashion for Good

Tue, Jun 27, 2023

call/meeting

Valence

Pseudo interview

David Cerami

Streeter Phillips

Moving to a scale up process.

Mon, Jun 26, 2023

call/meeting

Vistra

Blue Horizon

Update call on 2021 and 2022 rounds

Yann Kocon

Flor Romeo

2021 looks good to go.

Fri, Jun 23, 2023

call/meeting

Village Global

Interview

Amrit Rao

Interview prep

Thu, Jun 22, 2023

call/meeting

Energy Impact Partners

Intro call and potential job

Ashwin Shashindranath

Pre call preparation

Tue, Jun 20, 2023

call/meeting

Blue Horizon

Internal meeting on Alpha and EVERY

Flor Romeo

Przemek Obloj

Armin Grunewald

Yann is challenging the 2022 Alpha valuation, which may also have an impact on the 2021 valuation.

Tue, Jun 20, 2023

call/meeting

Blue Horizon

Process update

Flor Romeo

Firms mentioned

Mon, Jun 19, 2023

call/meeting

Blue Horizon

Vistra

Call on Alpha and TIPA 2022 valuations

Yann Kocon

Flor Romeo

⁠

Fri, Jun 16, 2023

pkm - podcast

All In

VC Distributions, Deal Memos vs. Decks, Lessons from the past tech phenomena applied to AI

⁠

[52:42]⁠

VC Distributions: Selling and Re-Underwriting Shares

Fri, Jun 16, 2023

call/meeting

Village Global

SimplyWise

Update call and Village Global

Allie Fleder

Call agenda

Thu, Jun 15, 2023

call/meeting

Blume Equity

Call about the job

Andrei Xydas

Fundraising update: where are they on the €200m target?

Tue, Jun 13, 2023

call/meeting

Blue Horizon

New contract details

Gabriel Ego

Goal: confirm terms + timing + holidays

Mon, Jun 12, 2023

call/meeting

Rockstart

First interview

Wouter Jaarsma

Interview preparation

Thu, Jun 8, 2023

call/meeting

Ananda Impact Ventures

Call about investment manager job

Zoe Peden

Ananda’s funds and resulting strategy

Tue, Jun 6, 2023

call/meeting

Blue Horizon

Update call pre leaving Blue Horizon

Ela Musat

Questions

Fri, Jun 2, 2023

call/meeting

Polybion

Update call

Alexis Gómez-Ortigoza

Convertible with La Costeña

Thu, Jun 1, 2023

pkm - article/document

Sequoia Capital

What should pitch decks have?

⁠

sequoiatemplate.pdf

65.7 kB

⁠

Wed, May 31, 2023

call/meeting

Project A

Chat with Jack about my current situation

Jack Wang

Bought a new house. Daughter is going to day care in June.

Wed, May 31, 2023

call/meeting

Valence

Chat with David

David Cerami

He’s making a pitch to hire me…

Wed, May 31, 2023

call/meeting

FoodHack

Update chat with Arman

Arman Anatürk

He’s based in Sion now, but he’ll move to Luxembourg

Wed, May 31, 2023

call/meeting

Carbon Removal Partners

First interview with CRP and prep call with Rebecca

Max Zeller

Benjamin Schulz

Rebecca Liebel

Pre interview preparation call with Rebecca

Thu, May 25, 2023

pkm - reference doc

CMS

VC + PE Directors Duties

Here’s the original email from CMS to Blue Horizon:

Tue, May 23, 2023

call/meeting

foodforecast

Call about convertible funding round

Justus Lauten

Alex Eberl

People are getting turned off by a few points:

Mon, May 22, 2023

personal

Canton de Vaud

Chomage deepdive

Practical matters

Sun, May 21, 2023

personal

Life update

Things on my mind right now

Sat, May 20, 2023

fleeting thought

Tiki’s wrist size

Elodie Noghero (Tiki)

Tiki’s wrist size is 15/16, more 15 than 16 usually

Fri, May 19, 2023

pkm - article/document

Seedcamp

Seedcamp Fund VI deck

⁠

Seedcamp_Fund_VI_deck.pdf

9.1 MB

⁠

Fri, May 19, 2023

pkm - article/document

Corporate Finance Institute

Guide to the different types of cashflow metrics

C I’llo

Fri, May 19, 2023

call/meeting

Guidepoint

Intro call

Daniel Curran

Company

Fri, May 19, 2023

call/meeting

Hatch

First interview with Hatch

Georg Baunach

Pre call preparation

Thu, May 18, 2023

pkm - article/document

Milltown Partners

How much time top VCs spend on social media

⁠

Wed, May 17, 2023

call/meeting

LTV Capital

Update chat

Farhan Lalji

There’s basically 2 parts to LTV Capital:

Wed, May 17, 2023

call/meeting

Omnivore VC

Chat at the conference in London

Mark Kahn

A fun cast with someone who has always come across as quite thoughtful and intelligent.

Wed, May 17, 2023

call/meeting

Astanor Ventures

Short chat at the conference + chat after

Adrian Friederich

Relatively junior guy from Germany. He’s been based in Brussels in the recent past, but will be moving to Germany shortly.

Wed, May 17, 2023

call/meeting

European Circular Bioeconomy Fund (ECBF)

Chat at the conference in London

Guillaume Gras

He’s been liking his time at ECBF so far

Wed, May 17, 2023

call/meeting

Collateral Good Ventures

chat (after a long time…) in London

Michael Kleindl

It was strange to talk to him after all these years, but it was less awkward than I thought it would be. In a way, I’m happy we talked. I did nothing wrong, yet I acted like I was some sort of criminal. It was nice to get out of that with my head high and sprit free.

Tue, May 16, 2023

personal

Reflections on 16 May 2023, my 31st birthday

Tue, May 16, 2023

call/meeting

Blue Horizon

Lunch in London

Przemek Obloj

He is contemplating quitting, says that part of the reason he doesn't want to walk yet is that he wants to make sure that the juniors get a fair deal.

Tue, May 16, 2023

call/meeting

in person meeting in London

Ali Morrow

Her agreement with Astanor was actually a contract agreement between Astanor and a shell company, of which she's the sole director of. Apparently this setup was better for tax purposes than the usual employee relationship.

Mon, May 15, 2023

fleeting thought

Acre

Hatch

Call pre Hatch interview

Gemma Finegold

Young team, they are excited to meet me

Sun, May 14, 2023

fleeting thought

Key things that have worked for me/advice

Success = hardwork + luck + a decent definition of what success really means to you

100

Sat, May 13, 2023

fleeting thought

Tiki gift ideas

Elodie Noghero (Tiki)

Cheap stuff

101

Fri, May 12, 2023

fleeting thought

London Trip Itinerary

May 16

102

Fri, May 12, 2023

quote

“If it can’t stand a bit of mismanagement it’s not really much of a business”

Charlie Munger

“If it can’t stand a bit of mismanagement it’s not really much of a business”

103

Thu, May 11, 2023

call/meeting

foodforecast

Call with Jochen about buying BH shares

Jochen Schwill

Jochen called out of the blue. In short, they other shareholders are really worried that Blue Horizon is turing into a massive distraction and that it’s hurting the firm. They didn't quite say it this way, but I got the message.

104

Thu, May 11, 2023

call/meeting

Blue Horizon

Internal team meeting

Björn Witte

Przemek Obloj

Fundraising is going bad, lots of people are stepping out of the funding race.

105

Thu, May 11, 2023

call/meeting

TIPA

Shareholder call

Daphna Nissenbaum

Doing into North America and Australia, supply chain issues slowed it down. Finally figured this out at the end of 2022.

106

Wed, May 10, 2023

call/meeting

u blox

Update call

Thomas Vonwil

He’s still based in Zurich

107

Wed, May 10, 2023

call/meeting

foodforecast

Strategy day notes

Justus Lauten

Alex Eberl

Focus is mainly on cold calling, so the sales process is far more important than marketing

108

Wed, May 10, 2023

personal

Elodie Mothers’ Day 2023 Card Note

Elodie Noghero (Tiki)

Happy Mother's Day to Ma-(short pause)-man!

109

Wed, May 10, 2023

learn

Pretiosum Ventures

What a dataroom should have

⁠

110

Wed, May 10, 2023

fleeting thought

Campden Wealth

Key rationale for why family offices invest in PE/VC (RETURNS!)

⁠

111

Tue, May 9, 2023

call/meeting

Unbound

Intro call

Gaurav Sood

Grew up in India, worked at McKinsey, did a startup that got acquired, did an MBA at Oxford, then worked at Zego, now at Unbound (backed by the Bharti family)

112

Tue, May 9, 2023

personal

Digital admin clean up rethink

Why am I doing this?

113

Mon, May 8, 2023

pkm - article/document

Social Capital

2022 Annual Letter

Chamath Palihapitiya

Metadata

114

Mon, May 8, 2023

pkm - article/document

Union Square Ventures (USV)

Machine Learning and Schools

Fred Wilson

Metadata

115

Mon, May 8, 2023

personal

Elodie preferred flowers: Rose Esperance

Elodie Noghero (Tiki)

She likes the Rose Esperance flower, which looks like this (”blanche avec des bordes roses”):

⁠

116

Sun, May 7, 2023

personal

Overnight travel checklist

Travel checklist (beyond the obvious):

117

Sun, May 7, 2023

personal

Office day items checklist

Checklists

⁠

118

Sun, May 7, 2023

personal

Monthly payments checklist

Checklists 3

⁠

119

Thu, May 4, 2023

call/meeting

foodforecast

Update on Blue Horizon involvement in new financing round

Justus Lauten

Alex Eberl

Notes

120

Wed, May 3, 2023

call/meeting

Pictet

Pictet interview 1

Stanislas Chanavat

Summary

121

Tue, May 2, 2023

personal

Monthly bills checklist

⁠

122

Tue, May 2, 2023

call/meeting

Blue Horizon

Catchup and a few decisions

Przemek Obloj

Agenda

123

Fri, Apr 28, 2023

pkm - article/document

BBC

Glass or plastic: which is better for the environment?

Metadata

124

Fri, Apr 28, 2023

pkm - article/document

OnlyCFO

Employee Stock Option Lottery Tickets

Metadata

125

Fri, Apr 28, 2023

pkm - article/document

Financial Times

Google’s DeepMind-Brain merger: tech giant regroups for AI battle

Metadata

126

Thu, Apr 27, 2023

personal

Passcode for the locks in the garage

The passcode for the locks in the garage are 117

127

Thu, Apr 27, 2023

call/meeting

TIPA

Approving the share increase for the Bio4Pak payout

Julia Schifter

Summary

128

Thu, Apr 27, 2023

call/meeting

Rethink Events

Prepping for the event in London

Ellen McLeay

Liz Corbin

Giorgia Scetta

Summary

129

Wed, Apr 26, 2023

quote

“Here’s the thing with gifted people. God almost runs you through the furnace with your gift before he allows your gift to manifest itself”

Steve Harvey

“Here’s the thing with gifted people. God almost runs you through the furnace with your gift before he allows your gift to manifest itself” - Steve Harvey

130

Wed, Apr 26, 2023

call/meeting

Private Equity Recuitment (PER)

Initial call on Carbon Removal Partners

Rebecca Liebel

Pre call preparation

131

Tue, Apr 25, 2023

call/meeting

KPMG

Update call

Alberto Chocano Almagro

Notes

132

Tue, Apr 25, 2023

call/meeting

General catch-up

Maximilian Rongen

Notes

133

Mon, Apr 24, 2023

personal

The next chapter

General intro

134

Mon, Apr 24, 2023

call/meeting

Blue Horizon

General update, fundraising deck

Przemek Obloj

Notes

135

Mon, Apr 24, 2023

call/meeting

The Big Search

Intro call and potential opportunities

Antonela Angelovska

Summary

136

Sat, Apr 22, 2023

pkm - article/document

Financial Times

How a Small Private Equity Firm Took on ‘Behemoth’ Fox — And Won

Summary

137

Sat, Apr 22, 2023

pkm - podcast

All In

Venture capital market update and impact of AI on things

David Sacks

Chamath Palihapitiya

David Friedberg

Jason Calacanis

Summary

138

Fri, Apr 21, 2023

call/meeting

True Search

Intro call, potential roles for me?

Calum MacDonald

Executive search firm focused on the technology industry

139

Fri, Apr 21, 2023

call/meeting

Private Equity Recuitment (PER)

Catchup and 2 roles of interest

Ben Menai

2 jobs of interest: 1 in Geneva (climate PE) and 1 in Zurich (climate tech Pre-Seed and Seed; Michael?)

140

Wed, Apr 19, 2023

pkm - reference doc

Washington Post

Poverty in retreat in India

⁠

141

Tue, Apr 18, 2023

call/meeting

Valence

Update call

David Cerami

He was in Switzerland last week. His wife had some meetings in Lucerne

142

Tue, Apr 18, 2023

call/meeting

foodforecast

Update meeting

Justus Lauten

Alex Eberl

Commercial

143

Tue, Apr 18, 2023

call/meeting

Hatch

Acre

2nd call with Gemma Finegold

Gemma Finegold

Looking to raise €80-100m. Where are they currently?

144

Mon, Apr 17, 2023

pkm - article/document

Solugen

Article on Solugen

Summary

145

Mon, Apr 17, 2023

call/meeting

Anterra Capital

updates and both of us leaving our respective firms

Kanupriya Rungta

She’s going soon. In general, she feels like she's been warming Yoran’s seat

146

Mon, Apr 17, 2023

call/meeting

Blue Horizon

Weekly meeting

Przemek Obloj

Przemek seems very stressed out; repeatedly asked everyone to “stay calm”

147

Mon, Apr 17, 2023

call/meeting

Oceanium

Telling them we’re out

Karen Scofield

Builders Vision – family office of Bill Walton (funding everyone in the blue economy space, both funds and startups)

148

Mon, Apr 17, 2023

fleeting thought

What’s needed in a PKM?

Database

149

Sat, Apr 15, 2023

pkm - reference doc

Rationale for M&A Acquisitions

CJ Gustafson

A nice clear write up on rationale for acquisitions (with a handy summary slide)

150

Thu, Apr 13, 2023

call/meeting

Acre

Hatch

Intro call and potential new opportunities

Gemma Finegold

Acre

151

Thu, Apr 13, 2023

call/meeting

Blue Horizon

Call post firing

Robert Boer

Robert is on a 50% role since January

152

Thu, Apr 13, 2023

call/meeting

BZEOS

Update call with Guy

Guy Maurice

Priviledge Ventures – he might want to introduce me to them

153

Wed, Apr 12, 2023

call/meeting

Blue Horizon

Internal team meeting

Björn Witte

Why are we in tough times?

154

Wed, Apr 12, 2023

pkm - tweet

What is stock-based compensation?

Brian Feroldi

Stock based compensation is a way to pay people with stock instead of cash. The theory is that this aligns peoples’ incentives with those of the company’s.

155

Wed, Apr 12, 2023

personal

Updates post firing

Derek van Brussel

Lara Erman

Call with Derek

156

Tue, Apr 11, 2023

pkm - tweet

quote

YCombinator (YC)

fantastic writeup about what matters, "people/cash constraints encourage innovation. This truth is the only reason why startups have any chance against large incumbents.”

Michael Seibel

Metadata

157

Tue, Apr 11, 2023

personal

Catchup post firing

Matteo Parenti

He was shocked, was on the plane to Mexico and saw on the plane’s WiFi

158

Tue, Apr 11, 2023

call/meeting

Polybion

Round update, commercial update, helping me

Alexis Gómez-Ortigoza

Commercial update

159

Mon, Apr 10, 2023

pkm - article/document

Union Square Ventures (USV)

Leading From The Heart

Fred Wilson

Metadata

160

Wed, Mar 29, 2023

pkm - reference doc

McKinsey & Company

Global Banking Revenue Pools, 2022 ($bn), report by McKinsey

Nice breakdown of all the different ways to make money in banking and how much money they actually make.

161

Tue, Mar 28, 2023

pkm - tweet

1/ Some thoughts on capital allocation

Leandro (Twitter)

Summary

162

Tue, Mar 28, 2023

call/meeting

Brinc

Update call

Kimberly Lam

4th week since mask mandate is lifted off in Hong Kong

163

Mon, Mar 27, 2023

call/meeting

Market + fundraising update

Matteo Parenti

Manuel Janson

Przemek Obloj

Matteo: For the follow-on/capital preservation deals, we need to do both a preliminary and a final IC

164

Fri, Mar 24, 2023

pkm - tweet

The Cultural Tutor

When you CC somebody into an email…

Summary

165

Fri, Mar 24, 2023

call/meeting

Vistra

Blue Horizon

Vistra Valuation catch up

Michel Hirschi

Armin Grunewald

Diego Gonzales

Yann Kocon

They’re much happier with our work this time, he thinks there are very few follow-up questions

166

Tue, Mar 21, 2023

pkm - article/document

Financial Times

UBS

Credit Suisse

How the Swiss ‘trinity’ forced UBS to save Credit Suisse

Metadata

167

Tue, Mar 21, 2023

call/meeting

London Business School (LBS)

Intro call

Anshula Venkataraman

1st year MBA at LBS

168

Sun, Mar 19, 2023

fleeting thought

Parking a car

Forward parking

169

Fri, Mar 17, 2023

call/meeting

Revent VC

Post interview process call and feedback

Lauren Lentz

Overall, this was quite tough to get to a final decision for them, and honestly, I actually do believe her

170

Thu, Mar 16, 2023

call/meeting

Leanox Impact Capital

Intro call

Johan Morales

Leanox does Pre-Seed to Series A. Raised a first fund of €3.5m (basically a micro VC).

171

Thu, Mar 16, 2023

call/meeting

Intro call

Maximilian Rongen

Studying economics at University of St. Gallen, 3rd year (last year)

172

Wed, Mar 15, 2023

call/meeting

Grow-tec

Intro call

Shlomy Raziel

Ilan Ofer

Przemek Obloj

Matteo Parenti

Team

173

Tue, Mar 14, 2023

pkm - article/document

Why Smart People Hold Stupid Beliefs

204

Mon, Feb 13, 2023

call/meeting

Blume Equity

update call

Andrei Xydas

They’ve done a deal with Lightrock called Aerones

205

Mon, Feb 13, 2023

call/meeting

Blue Horizon

Weekly team update

Thomas Kindler

Thomas met Pankaj and Purnima in Berlin last week.

206

Mon, Feb 13, 2023

call/meeting

Solugen

Solugen catchup

Friederike Grosse-Holz

Lea Bajc

Call reflection

207

Mon, Feb 13, 2023

call/meeting

AlphaSense

Update on getting on their platform

Karem Levent

He’ll extend for another week

208

Thu, Feb 9, 2023

call/meeting

Blue Horizon

Blue Horizon Townhall Update

Björn Witte

Przemek Obloj

Ela Musat

Ventures Vote

209

Tue, Feb 7, 2023

call/meeting

AgroStar

Blue Horizon

Internal meeting around AgroStar

Lea Bajc

Przemek Obloj

Lara Erman

Tommaso Gino

Investors

210

Sun, Feb 5, 2023

pkm - article/document

Rarebreed Ventures

From Homeless to VC | How I Became an Emerging Fund Manager — A Session With Mac the VC From RareBreed Ventures

McKeever (Mac) Conwell

Summary

211

Sun, Feb 5, 2023

pkm - tweet

Thoughts on Venture Debt

Samir Kaji

Glad the @theallinpod & @DavidSacks covered venture debt in the...

212

Thu, Feb 2, 2023

pkm - tweet

Disney

Major League Baseball (MLB)

Disney's acquisition of BAM from MLB, Disney+

Trung Phan

Summary

213

Fri, Jan 27, 2023

pkm - article/document

quote

Benchmark Capital

Benchmark’s Newest General Partner Chetan Puttagunta

Bill Gurley

Metadata

214

Fri, Jan 27, 2023

call/meeting

Rootwave

intro call

Matteo Parenti

Andrew Diprose

Based in UK countryside

215

Fri, Jan 27, 2023

fleeting thought

Cap table math thoughts

On the question of who converts when, if the company has raised progressively higher priced rounds each time, you simply start from the top (fully diluted shares) and work your way down the stack.

216

Thu, Jan 26, 2023

call/meeting

Evercore

Jiva

Intro call with Jiva

Nigel Teo

Alex Hong

Evercore

217

Thu, Jan 26, 2023

pkm - tweet

Side letters in VC

Elizabeth Yin

Today's tweet thread is about side letters in startup investing

218

Wed, Jan 25, 2023

pkm - tweet

Hindenburg Research

Hindenburg Research's tweetstorm on Adani

NEW FROM US:

219

Wed, Jan 25, 2023

pkm - tweet

Mezzanine / sub debt

Ben Tiggelaar

Mezzanine / sub debt is going crazy right now as...

220

Sat, Jan 21, 2023

call/meeting

Triodos

TIPA

intro and thoughts on TIPA

Petra Spaargaren

Intro chit chat

221

Thu, Jan 19, 2023

call/meeting

Intro call

Bernard Saint-Donat

Call with Bernard Saint Donat on TIPA

222

Sun, Jan 15, 2023

pkm - article/document

Death of The Generalist Seed VC

Hunter Walk

Metadata

223

Thu, Jan 12, 2023

fleeting thought

Blue Horizon

Sources for the facts I used in the Blue Horizon Growth deck

Genome chart:

https://www.mckinsey.com/industries/agriculture/our-insights/cultivated-meat-out-of-the-lab-into-the-frying-pan⁠

⁠

224

Thu, Jan 12, 2023

call/meeting

AgroStar

Trip-can we delay?

Sitanshu Sheth

Agenda

225

Wed, Jan 11, 2023

call/meeting

Kinnevik

Solugen

Solugen's secondary round with Kinnevik

Natalie Tydeman

Samuel Marsden

What they do

226

Wed, Jan 11, 2023

call/meeting

Coach

Check in

Ajay Chaddha

General updates

227

Tue, Jan 10, 2023

call/meeting

Raine Group

AgroStar

deal update, visit logistics

Akash Sharma

Visit

228

Tue, Jan 10, 2023

call/meeting

foodforecast

round, commercial

Justus Lauten

Commercial update

229

Thu, Jan 5, 2023

pkm - tweet

The P/E ratio

Brian Stoffel

Summary

230

Tue, Jan 3, 2023

fleeting thought

VC decision-making checklist

Team

231

Sun, Jan 1, 2023

quote

Cam on Modern Family

"There are dreamers and there are realists in this world. You'd think the dreamers would find the dreamers and the realists would find the realists, but more often than not the opposite is true. You see, the dreamers need the realists to keep them from soaring too close to the sun. And the realists, well without the dreamers, they might not ever get off the ground.” - Cam on Modern Family

232

Sun, Jan 1, 2023

quote

Shasta Ventures

those are the 5 parts of the job. Work on them all.”

"Don't worry about the title on your business card. You're a venture capitalist now. Do as venture capitalists do. Find, Decide, Win, Help, Exit - those are the 5 parts of the job. Work on them all." - partner at Shasta Ventures

233

Sun, Jan 1, 2023

pkm - tweet

Science Is Strategic

Twitter thread on electric vehicles

Summary

234

Sun, Jan 1, 2023

pkm - article/document

Union Square Ventures (USV)

What Will Happen In 2023

Fred Wilson

Summary

235

Sun, Jan 1, 2023

pkm - article/document

Our World in Data

Deforestation in the Amazon peaked decades ago. Can we get it to zero?

Hannah Ritchie

Lula da Silva

Key Takeaways

236

Sat, Dec 31, 2022

pkm - tweet

Stripe

How I Got Hired & Fired From Stripe as Employee…

Ric Burton

Document Note:

237

Wed, Dec 28, 2022

pkm - article/document

Yale University

Write-up on the life of David Swensen

David Swensen

Summary

238

Wed, Dec 28, 2022

pkm - tweet

The history of salmon in sushi

Trung Phan

Summary

239

Mon, Dec 26, 2022

pkm - article/document

Argument against an all-in-I pkm system

Fernando Borretti

Key takeaways

240

Thu, Dec 22, 2022

quote

Suze Orman on money

Suze Orman

"Money alone won't make you happy, but a lack of money sure will make you miserable." - Suze Orman

241

Tue, Dec 20, 2022

call/meeting

TripleW

intro call

Matteo Parenti

Tal Shapira

Summary

242

Mon, Dec 19, 2022

call/meeting

AgroStar

Aavishkaar Capital

intro to Aavishkaar Capital, thoughts on AgroStar

Tarun Mehta

Tommaso Gino

Summary

243

Mon, Dec 19, 2022

call/meeting

Rumission

intro and get to know

Kari Klein

Summary

244

Thu, Dec 15, 2022

quote

Naval Ravikant

"The best jobs are neither decreed nor degreed. They are creative expressions of continuous learners in free markets." - Naval Ravikant

245

Thu, Dec 15, 2022

call/meeting

Polybion

commercial update, convertibles, Series B equity round

Alexis Gómez-Ortigoza

Axel Gómez-Ortigoza

Pangaia contract confirmed

246

Tue, Dec 13, 2022

pkm - reference doc

McKinsey & Company

Price points and updated plastic data

Goes over the types of recycling and related prices

247

Tue, Dec 13, 2022

pkm - reference doc

Excarta

How traditional weather forecasting works

a nice overview of how traditional weather forecasting works

248

Tue, Dec 13, 2022

call/meeting

Evolvence

Further collaboration between Blue Horizon and Evolvence

Abhishek Chandra

Notes

249

Tue, Dec 13, 2022

call/meeting

Apple

get to know

Mimi Thompson

Notes

250

Tue, Dec 13, 2022

pkm - video

McKinsey & Company

Making materials greener

Notes

251

Tue, Dec 13, 2022

call/meeting

Excarta

intro/get to know

Vivek Ramavajjala

Summary

252

Mon, Dec 12, 2022

call/meeting

Polybion

convertibles and Eduardo Parra

Event

253

Sat, Dec 10, 2022

fleeting thought

Financial plan 2023

Tiki flows

254

Sat, Dec 10, 2022

call/meeting

Evolvence

AgroStar

investment in AgroStar

Abhishek Chandra

Summary

255

Fri, Dec 9, 2022

call/meeting

foodforecast

business update

Justus Lauten

Notes

256

Fri, Dec 9, 2022

call/meeting

AgroSustain

update meeting (after quite a while...)

Olga Dubey

Notes

257

Tue, Dec 6, 2022

fleeting thought

Koehler Paper

Prep for Koehler Paper

Summary

258

Sat, Dec 3, 2022

fleeting thought

Things to achieve going forward

Tanmay Annachhatre

It really started when I heard how Chamath Palihapitiya sets up his week. This made me realise that I was planning my week like crap, really.

259

Tue, Nov 29, 2022

call/meeting

Arya

intro to the company

Prasanna Rao

Tommaso Gino

Summary

260

Wed, Nov 23, 2022

call/meeting

Blue Horizon

Raine Group

AgroStar

top management get to know each other

Shardul Sheth

Sitanshu Sheth

Akash Sharma

Björn Witte

Pankaj Khandelwal

Purnima Khandelwal

Przemek Obloj

Lea Bajc

Lara Erman

Tommaso Gino

Key agenda items

261

Tue, Nov 22, 2022

pkm - video

Wall Street Journal (WSJ)

Why Your Bank’s Savings Rate Isn’t Increasing With the Fed’s | WSJ

Summary

262

Mon, Nov 21, 2022

call/meeting

BZEOS

company update

Guy Maurice

Commercial update

263

Sun, Nov 20, 2022

pkm - article/document

Market Sentiment

Fees

Summary

264

Sun, Nov 20, 2022

pkm - article/document

Impact of fees and why it's such a good business model

Fees

265

Fri, Nov 18, 2022

call/meeting

foodforecast

funding options

Justus Lauten

Alex Eberl

Notes

266

Fri, Nov 18, 2022

call/meeting

Waycool

Lightrock

DeHaat

Waycool's new round, Intro to the Waycool business

Raghav Rungta

Vaidhehi Ravindran

Summary

267

Fri, Nov 18, 2022

call/meeting

Blue Horizon

AgroStar

Deal progress and update

Przemek Obloj

Tommaso Gino

Lara Erman

Lea Bajc

Notes

268

Thu, Nov 17, 2022

call/meeting

Sequoia Capital

DeHaat

Their experience with DeHaat and the Indian agricultural market in general

Abhishek Mohan

Lara Erman

Lea Bajc

Tommaso Gino

Abhishek Singh

Summary

269

Tue, Nov 15, 2022

fleeting thought

2nd letter to Lila-Rose Noghero Annachhatre

Lila-Rose Noghero Annachhatre

To My Dearest Baby Lila-Rose,

270

Mon, Nov 14, 2022

call/meeting

Polybion

Blue Horizon event update, Getting me on the board in Mexico, Series B funding round update, Commercial update

Alexis Gómez-Ortigoza

Event update

271

Mon, Nov 14, 2022

call/meeting

Nike

Coach

Polybion

General intro, Him speaking at the event

Ajay Chaddha

Summary

272

Mon, Nov 14, 2022

call/meeting

ReshaMandi

company intro

Abhishek Singh

Mayank Tiwari

Summary

273

Mon, Nov 14, 2022

call/meeting

Coach

Intro call

Ajay Chaddha

Ajay Chaddha’s background

274

Fri, Nov 11, 2022

call/meeting

Omnivore VC

AgroStar

Arya

ReshaMandi

DeHaat

Indian agtech in general

Lindsay McCorkle

Mark Kahn

Lara Erman

Summary

275

Fri, Nov 4, 2022

fleeting thought

AgroStar

Update on AgroStar and where things are

Summary

276

Fri, Oct 28, 2022

fleeting thought

driving class learnings

Obstacles

277

Fri, Oct 28, 2022

call/meeting

DeHaat

Financial model, Board composition

Shashank Kumar

Notes

278

Wed, Oct 26, 2022

call/meeting

Raine Group

AgroStar

financial model run-through

Akash Sharma

Notes

279

Tue, Oct 25, 2022

pkm - reference doc

Our World in Data

Nice explanation of the different types of land uses in food in 1 graphic

⁠

280

Tue, Oct 25, 2022

call/meeting

Verve Ventures

interview

Romeo Buetler

Summary

281

Mon, Oct 24, 2022

call/meeting

Algama

Commercial performance and Q3 update

Alvyn Severin

Notes

282

Mon, Oct 24, 2022

call/meeting

Cambridge Associates

catch-up, interest in Blue Horizon Growth?

Travis Schoenleber

Notes

283

Fri, Oct 21, 2022

call/meeting

AgroStar

impact part of the PIC deck

Lara Erman

Notes

284

Thu, Oct 20, 2022

call/meeting

TIPA

annual shareholder business update

Summary

285

Thu, Oct 20, 2022

call/meeting

Beyond Meat

career story, what he's looking for next

Henry Yeh

Notes

286

Thu, Oct 20, 2022

call/meeting

Polybion

commercial update, round update, convertibles

Alexis Gómez-Ortigoza

Robert Boer's visit

287

Thu, Oct 20, 2022

call/meeting

Citi

dealflow update

Zara Ahsanuddin

Notes

288

Tue, Oct 18, 2022

fleeting thought

Zinitus

Zintinus is hiring

Fund called Zintinus, based in Berlin doing agri and food tech. Looking for someone experienced, preferably from a vc or growth fund.

289

Tue, Oct 18, 2022

call/meeting

Raine Group

AgroStar

round update

Akash Sharma

Notes

290

Tue, Oct 18, 2022

call/meeting

AgroStar

InI Farms

DeHaat

Experience with pp Pankaj Khandelwal and InI Farms

Thomas Kindler

🧠 2b

291

Tue, Oct 18, 2022

call/meeting

Zebra impact Ventures

BZEOS and intro to Zebra impact Ventures

Jerome Penot

Summary

292

Mon, Oct 17, 2022

call/meeting

Optima Planta

new pre-Series A fundraise and company updates

Robin Johansson

Lennart Sör

Summary

293

Thu, Oct 13, 2022

call/meeting

Lightrock

DeHaat

intro call to Lightrock India, DeHaat

Raghav Rungta

Summary

294

Thu, Oct 13, 2022

call/meeting

DeHaat

business model

Shashank Kumar

Summary

295

Tue, Oct 11, 2022

call/meeting

Made of Air

intro call

Allison Dring

Summary

296

Sat, Oct 8, 2022

call/meeting

Pareto Securities

PulPac

round update, can we put in a €250k ticket?

Anders Endreson

Notes

297

Tue, Sep 27, 2022

call/meeting

JPMorgan

Divert

learning more about the company

Reilly Walsh

Stuart Grady

Summary

298

Tue, Sep 27, 2022

call/meeting

Blume Equity

catchup after she joined Blume Equity

Andrei Xydas

Summary

299

Mon, Sep 26, 2022

fleeting thought

Wafra

Pure Harvest

Wafra investment in agtech companies

Wafra invested $100m in a company called Pure Harvest, who are localising production in Abu Dhabi

300

Mon, Sep 26, 2022

call/meeting

AgroStar

Raine Group

Initial question list

Summary

301

Mon, Sep 26, 2022

call/meeting

Northwestern (Kellogg)

GGV Capital

Life update and catch-up

Cristiana Ogawa

Notes

302

Mon, Sep 26, 2022

call/meeting

Vive Crop Protection

Getting the Vive Crop Protection deck ready for the preliminary investment committee

Friederike Grosse-Holz

Sophie Bergmann

One of the reasons that Grosvenor didn't come in was that the fact that they use chemical pesticides is an issue and that it may just be banned

303

Mon, Sep 26, 2022

call/meeting

Blue Horizon

intro call, her PhD, what she's looking for in the internship

Sophie Bergmann

Notes

304

Sun, Sep 25, 2022

pkm - tweet

U.S. Securities and Exchange Commission (SEC) filings and what they mean

Brian Feroldi

Summary

305

Thu, Sep 22, 2022

call/meeting

Polybion

Legal stuff, Blue Horizon event in February in Zurich, Series B round update

Alexis Gómez-Ortigoza

Legal items with Anela Musat (Ela)'s thoughts

306

Wed, Sep 21, 2022

call/meeting

foodforecast

business model deeper dive, funding, team, business update

Alex Eberl

Jan Brormann

Justus Lauten

Andreas Kruger

Summary

307

Tue, Sep 20, 2022

call/meeting

Vive Crop Protection

business model deeper dive

Friederike Grosse-Holz

Darren Anderson

Przemek Obloj

Summary

308

Thu, Sep 15, 2022

call/meeting

Vive Crop Protection

Conexus

Emmertech

investment in Vive Crop Protection

Kyle Scott

Notes

309

Thu, Sep 15, 2022

call/meeting

AgroStar

founder intro call

Sitanshu Sheth

Summary

310

Wed, Sep 14, 2022

fleeting thought

AgroStar

AgroStar investment memorandum overview

Notes

311

Wed, Sep 14, 2022

fleeting thought

DeHaat

Acquisitions

Notes

312

Wed, Sep 14, 2022

call/meeting

foodforecast

Algama

Polybion

various legal approvals/items

Ela Musat

Gabriel Ego

Notes

313

Mon, Sep 12, 2022

pkm - podcast

Acquired

Sequoia Capital

Early days, leaving founders alone, how to pick LPs, hard times in bubble, cycles, going global

Doug Leone

⁠

[43:01]⁠

Don's Checklist for Early Stage Investing

314

Fri, Sep 9, 2022

call/meeting

Vive Crop Protection

intro call

Darren Anderson

Summary

315

Fri, Sep 9, 2022

call/meeting

Algama

reaching out to investors around the round

Alvyn Severin

Notes

316

Thu, Sep 8, 2022

call/meeting

DeHaat

thoughts on DeHaat, potential diligence items

Przemek Obloj

Lea Bajc

Notes

317

Thu, Sep 8, 2022

call/meeting

Minor Figures

Investec

market update, Minor Figures update

Jason Wicht

Notes

318

Thu, Sep 8, 2022

call/meeting

Spero Foods

Bessemer Venture Partners

Market catch-up and Spero

Noemi Walzebuck

Notes

319

Fri, Sep 2, 2022

call/meeting

Newlab

New seed invesmtent at Newlab

Abdul Khogali

New EIR. Biotech background

320

Thu, Sep 1, 2022

pkm - article/document

Reliance

Adani Group

Gautam Adani v Mukesh Ambani: the battle of the tycoons

Gautam Adani

Mukesh Ambani

Summary

321

Thu, Sep 1, 2022

call/meeting

Kinnevik

Intro call and Polybion’s Series B

Cecilia Zhao

Her Story

322

Thu, Sep 1, 2022

call/meeting

Polybion

Series B and commercial update

Alexis Gómez-Ortigoza

Ariel Gómez-Ortigoza

Chamath Palihapitiya

Suzanne Lee

Round update

323

Thu, Aug 25, 2022

call/meeting

Investec

Minor Figures

Minor Figures deal update

Jason Wicht

Notes

324

Thu, Aug 25, 2022

call/meeting

Raine Group

AgroStar

Intro call to AgroStar

Akash Sharma

Summary

325

Thu, Aug 25, 2022

fleeting thought

Anterra Capital

Strategy around materials

Anterra Capital doesn't do materials investments (leather, wool, etc).

326

Tue, Aug 23, 2022

call/meeting

Generation Investment Management

Update call after her joining Generation Investment Management

Christine Livet

Notes

327

Mon, Aug 22, 2022

pkm - article/document

Hopin

"Inside Hopin: how Europe’s fastest growing start-up lost its way”

Oscar Williams

Summary

328

Sat, Aug 20, 2022

pkm - tweet

Being a good CFO

Kurtis Hanni

Summary

329

Thu, Aug 18, 2022

call/meeting

Freight Farms

financial model walkthrough

Monalisa Shroff

Summary

330

Thu, Aug 18, 2022

call/meeting

Opsis Health

round update, Seed ticket

Kevin Grundy

Jim Behrens

Notes

331

Thu, Aug 18, 2022

call/meeting

Social Capital

Polybion

Polybion Series B

Dani Vargas

Notes

332

Wed, Aug 17, 2022

call/meeting

Kaly

intro to company

Dan Hillman

Summary

333

Wed, Aug 17, 2022

call/meeting

Newlab

Abdul Khogali 's new job, how Newlab works

Abdul Khogali

He's based in Canada, but goes to United States of America (USA) once in a while, where Newlab is based

334

Tue, Aug 16, 2022

call/meeting

Bio-lutions

company update

Fabian Holtkamp

Notes

335

Tue, Aug 16, 2022

call/meeting

Freight Farms

company intro

Rick Vanzura

Notes

336

Mon, Aug 15, 2022

pkm - article/document

Union Square Ventures (USV)

"The Partnership": VC Partnerships + Size

Fred Wilson

Summary

337

Mon, Aug 15, 2022

pkm - tweet

Union Square Ventures (USV)

Thoughts on bridge loans

Fred Wilson

Summary

338

Thu, Aug 11, 2022

call/meeting

Entrepreneur First (EF)

general catchup and new Entrepreneur First (EF) deals

Marie Amestoy

Notes

339

Thu, Aug 11, 2022

call/meeting

Sustained

company intro call

Carl Olivier

Summary

340

Thu, Aug 11, 2022

call/meeting

Blue Horizon

getting me on the Mexican board, possibility of convertibles

Ela Musat

Gabriel Ego

Summary

341

Tue, Aug 9, 2022

call/meeting

BigPath Capital

intro call

Michael Whelchel

Summary

342

Tue, Aug 9, 2022

call/meeting

Osprae Ag Science

Freight Farms

investment thesis around Freight Farms

Zach Morse

Jason Mraz

Summary

343

Tue, Aug 9, 2022

call/meeting

It's Fresh

Praesidium

update post restructuring at It's Fresh

Graham Ellis

Dalton Tice

Summary

344

Tue, Aug 9, 2022

call/meeting

Traceless

intro call

Johanna Baare

Jakob Röskamp

Anne Lamp

Notes

345

Tue, Aug 9, 2022

call/meeting

Aliaxis Ventures

Freight Farms

Freight Farms round

Fabian Seunier

Quentin Liner

Summary

346

Mon, Aug 8, 2022

call/meeting

DeHaat

investing in DeHaat

Lea Bajc

She seems a lot more level-headed than me about this so far, interesting on the surface, but is it really interesting one layer down?

347

Sun, Aug 7, 2022

fleeting thought

Freight Farms

Initial thoughts and questions on Freight Farms

Rick Vanzura

Initial Thoughts

348

Sun, Jul 31, 2022

pkm - tweet

Private company holding periods

Michael Eisenberg

This excellent chart from @IndustryVC tells me what I already believe. Staying private longer is a bad idea. The best companies are built in the public markets.

349

Thu, Jul 28, 2022

quote

"The founder's job is to make the receptionist rich. If the founder makes the receptionist rich, I guarantee you, everybody will do great.”

Doug Leone

"The founder's job is to make the receptionist rich. If the founder makes the receptionist rich, I guarantee you, everybody will do great."

350

Thu, Jul 28, 2022

pkm - podcast

This Week in Startups

Sequoia Capital

Thoughts on the market, company building, and beyond

Jason Calacanis

Doug Leone

Summary

351

Thu, Jul 28, 2022

call/meeting

Sauce.vc

investing in Seed and Pre-Seed in India

Mansi Periwal

Her story

352

Thu, Jul 28, 2022

call/meeting

EY-Parthenon

moving from consulting to VC

Lorraine Lu

Did undergrad at University of Chicago, 1 year masters at London Business School (LBS)

353

Wed, Jul 27, 2022

pkm - article/document

Food and Agriculture Organization of the United Nations (FAO)

thoughts & analysis

Lindsay McCorkle

Summary

354

Tue, Jul 26, 2022

call/meeting

Five Seasons Ventures

intro call

Eléonore Lafonta

Five Seasons Ventures raised a 2nd €180m fund around a year ago

355

Tue, Jul 26, 2022

call/meeting

Nucleus Capital

general checkin

Aaron Suri

They had a Limited Partner (LP) event last month in Berlin

356

Tue, Jul 26, 2022

call/meeting

Maersk Growth

DeHaat

intro call

Lasse Köhler

He joined Maersk Growth in 2018, unit was set up in 2017

357

Tue, Jul 26, 2022

call/meeting

Oceanium

Management presentation

Karen Scofield

Questions

358

Mon, Jul 25, 2022

call/meeting

Bessemer Venture Partners

"intro, Spero Foods”

Noemi Walzebuck

German and Brazilian, grew up in United States of America (USA)

359

Fri, Jul 22, 2022

call/meeting

MassChallenge

Pitch the VC Session

Company 1: AlgaeBio

360

Thu, Jul 21, 2022

call/meeting

MiTerro

business and round update

Robert Luo

Product 1 is a water-soluble laundry detergent, which will go in with Unilever

361

Thu, Jul 21, 2022

call/meeting

Meatless Farm

intro call that felt more like an update

Morten Toft Bech

Michael Hunter

Past relation with Blue Horizon

362

Thu, Jul 21, 2022

call/meeting

Valence

update call

David Cerami

They've got a prototyped version of the PHA bottle

363

Wed, Jul 20, 2022

call/meeting

Sustainable Ventures

into call and junee

Shruti Iyengar

Story of Shruti Iyengar

364

Tue, Jul 19, 2022

pkm - tweet

Financial Statement terms in plain English

Kurtis Hanni

Summary

365

Mon, Jul 18, 2022

call/meeting

foodforecast

Shareholder update call

Justus Lauten

Kamps is pushing for a lower price per store as they bring a big product catalogue and number of stores.

366

Fri, Jul 15, 2022

call/meeting

Anterra Capital

intro chat with fellow Carleton College alum

Brett Chevalier

First got into investment after their post doc to start an incubation programme

367

Tue, Jul 12, 2022

call/meeting

foodforecast

Blue Horizon

PulPac

Algama

Minor Figures

Catchup on various deals

Lea Bajc

Don't prioritise Minor Figures too much here, there really needs to be a tech edge in her view for the next few deals from the Blue Horizon Growth fund. This may be fine as a deal number 10-15 of the fund, but harder as the next deal.

368

Mon, Jul 11, 2022

call/meeting

Blue Horizon

Valuation committee for Q3 2022

Derek van Brussel

Przemek Obloj

Summary

369

Sun, Jul 10, 2022

call/meeting

Plasticfri

getting to know their technology better

Max Mohammadi

Allen Mohammadi

Notes

370

Fri, Jul 8, 2022

quote

“Your brain is for having ideas, not holding them.“ -

David Allen

“Your brain is for having ideas, not holding them.“ -

371

Fri, Jul 1, 2022

call/meeting

Blue Horizon

Blue Horizon Ventures 1 (BHV1)'s relation with Vistra

Diego Gonzales

Central admin - accounting

372

Fri, Jul 1, 2022

call/meeting

Algama

Q2 board meeting, Series B round

Alvyn Severin

Noshaq is going to be invesing in Algama

373

Thu, Jun 30, 2022

call/meeting

The European VC

Market update for emerging GPs

David Cruz e Silva

It’s not the best time to raise a new fund now.

374

Thu, Jun 30, 2022

call/meeting

Blue Horizon

Algama

Polybion

"Questions on Series B fundraise for Polybion, and Algama round update”

Lea Bajc

Polybion

375

Wed, Jun 29, 2022

call/meeting

RedSun Hortitech

LiveKindly Collective

Phytech

CropX

Chatting potential Blue Horizon investments in Phytech, CropX, GreenEye

Mark Hassenkamp

What happened with LiveKindly Collective:

376

Wed, Jun 29, 2022

call/meeting

Greensoil

CropX

thoughts on CropX and TIPA reconnect

Gideon Soesman

He's on the board of TIPA since 2013 and CropX since 2014.

377

Tue, Jun 28, 2022

call/meeting

Finestere Ventures

CropX

Thoughts on CropX, investment DD

Arama Kukutai

Arama Kukutai's background

378

Tue, Jun 28, 2022

call/meeting

foodforecast

WR Legal

intro call

Christoph Neven

Christoph Neven - started M&A with a firm based in Düsseldorf. Did mainly M&A and then moved more to the startup space.

379

Tue, Jun 28, 2022

call/meeting

Minor Figures

intro call and business model deepdive

Stuart Forsyth

Intro to the company, what's their story

380

Thu, Jun 23, 2022

call/meeting

Polybion

Series B chat

Alexis Gómez-Ortigoza

Update on bio-fabricate

381

Tue, Jun 21, 2022

call/meeting

Oceanium

Round update, Commerical update

Karen Scofield

Since the last call in early 2021, they say there is a lot of progress

382

Mon, Jun 20, 2022

call/meeting

Phytech

Business model deepdive

Sarig Duek

Revenue streams

383

Thu, Jun 16, 2022

call/meeting

Vorwerk Ventures

General update

Peter Schmetz

His daughter is 15 months old.

384

Wed, Jun 15, 2022

call/meeting

foodforecast

Advisory board meeting

Justus Lauten

Jochen Schwill is still the CEO of his previous company.

385

Tue, Jun 14, 2022

call/meeting

Investec

Minor Figures

round update

Jason Wicht

ThinkBetter Group update post round

386

Tue, Jun 14, 2022

call/meeting

Anterra Capital

Kanupriya Rungta 's new job at Anterra Capital

Kanupriya Rungta

She's moving to Amsterdam.

387

Tue, Jun 14, 2022

call/meeting

foodforecast

funding udpate

Justus Lauten

MTC sign as is. They have the veto rights as individuals.

388

Mon, Jun 13, 2022

call/meeting

Phytech

Jump into the business model

Sarig Duek

What do they do

389

Fri, Jun 10, 2022

call/meeting

AgroSustain

Commercial and round updates

Olga Dubey

Summary

390

Fri, Jun 10, 2022

call/meeting

Kintra

learning more about the company

Alissa Baier-Lentz

Summary

391

Fri, Jun 10, 2022

call/meeting

Aavishkaar Capital

AgroStar

AgroStar thoughts, intro to Aavishkaar Capital

Shashvat Rai

Summary

392

Fri, Jun 10, 2022

call/meeting

Revent VC

deals she's looking at

Rebecca Brill

She was at SpeedInvest, and they were in the process of making the same transition that Blue Horizon is going through now. A lot of it was taking knowledge out of people's brains and onto the page.

393

Thu, Jun 9, 2022

call/meeting

foodforecast

Polybion

feedback + follow-up points

Ela Musat

Polybion

394

Thu, Jun 9, 2022

call/meeting

Robert Walters

Intro to their services

William Andreae-Jones

Neil Hamed

William Andreae-Jones knows the Olio founders

395

Wed, Jun 8, 2022

call/meeting

Mad Capital

Pelican Ag

intro to Pelican Ag and the Mad Capital deal

Simon Evill

Christopher Ramsay

Pelican Ag

396

Tue, Jun 7, 2022

call/meeting

Lyfa

Last dance for Lyfa

Michael May

Key Takeaways

397

Tue, Jun 7, 2022

call/meeting

Introductions in the Romandie region

Alexandre Aellig

Alexandre Aellig's bio

398

Sun, Jun 5, 2022

fleeting thought

What do you need to do to become world-class?

Communicate: Say what you'll do, give status updates against what you said.

399

Tue, May 31, 2022

call/meeting

RTI Innovation Advisors

Intro call around their service offering

Steven McManus

50 FTEs, ""catalysts of innovations""

400

Tue, May 31, 2022

call/meeting

Bio-lutions

General update

Fabian Holtkamp

He thinks investors are looking at more conservative investments

401

Fri, May 27, 2022

fleeting thought

Blue Horizon

How do expenses work at Blue Horizon

Make sure the bill has the right address of the Blue Horizon entity

402

Fri, May 27, 2022

call/meeting

Polybion

Funding situation

Alexis Gómez-Ortigoza

How much cash is in the bank as of today?

403

Wed, May 25, 2022

call/meeting

Main Sequence Ventures

Intro call

Gabrielle Munzer

Her background

404

Tue, May 24, 2022

call/meeting

Setter Capital

Bowery Farming

Intro from Setter Capital and Blue Horizon, Learning more about the secondary on offer

Conner Cameron

Key Takeaways

405

Tue, May 24, 2022

call/meeting

Opsis Health

Update meeting, round, talks with Google

Jim Behrens

Funding

406

Tue, May 24, 2022

call/meeting

Pakka

Fundraise call

Ved Krishna

Disconnects that he'd like to raise

407

Wed, May 18, 2022

call/meeting

Koehler Paper

potential Limited Partner (LP) (Koehler Paper) focussed on packaging

Manuel Janson

Written commitment and orally another commitment by the CEO

408

Wed, May 18, 2022

call/meeting

KissanPro

Intro call

Ravi Dasoundhi

His story

409

Tue, May 17, 2022

call/meeting

Winnow

PulPac

Should we be kiting off the Winnow and PulPac deals?

Przemek Obloj

Key takeaways

410

Mon, May 16, 2022

call/meeting

GISEV

What's the deal with the sidecar?

Friederike Grosse-Holz

What's the real story with the sidecar?

411

Thu, May 12, 2022

call/meeting

Valence

general update

Patrick Gerritsen

Notes

412

Thu, May 12, 2022

call/meeting

BlueYard Capital

market update, firm update

Juan Bautista Pinilla

Summary

413

Wed, May 11, 2022

call/meeting

foodforecast

Polybion

catchup

Ela Musat

Both of us are of the view that it's a binding deal, the investment agreement is rather vague in terms of that constitutes completing the conditions.

414

Tue, May 10, 2022

call/meeting

foodforecast

re:cap

"Intro to their model, potential funding stream for foodforecast (fka werksta.tt)?"

Lukas Tenschert

Summary

415

Mon, May 9, 2022

call/meeting

Polybion

Update call

Alexis Gómez-Ortigoza

The biggest highlight is genetically engineering the strain, this is the first of the seven agreed milestones

416

Sun, May 8, 2022

call/meeting

Lyfa

Round update, Questions around business model, Competition

Michael May

Key Takeaways

417

Thu, May 5, 2022

call/meeting

Winnow

Learn more about the product and get a live demo

Kevin Duffy

Michael Whitewood

Key takeaways

418

Mon, May 2, 2022

call/meeting

Polybion

Amendments to Tobias Bremi's note

Ela Musat

2 amendments to Tobias Bremi's note

419

Mon, May 2, 2022

call/meeting

Blue Horizon

Polybion

Vistra

Vistra Q4 21 reporting update, Vistra Q1 22 reporting update, Polybion transaction update

Diego Gonzales

Vistra Q4 reporting

420

Fri, Apr 29, 2022

call/meeting

Isler & Pedrazzini

Polybion

intellectual property (IP) CPs required for Tranche 2 and status of each one

Axel Gómez-Ortigoza

Alexis Gómez-Ortigoza

Tobias Bremi

Item 1-3 are fine

421

Thu, Apr 28, 2022

call/meeting

Blue Horizon

Airtable at Blue Horizon

Robert Boer

We need to map out an IT strategy, but management doesn't really want to take ownership of this in his view

422

Wed, Apr 27, 2022

call/meeting

Algama

What should Algama's valuation be?

Przemek Obloj

Key takeaways

423

Mon, Apr 25, 2022

call/meeting

foodforecast

update meeting

Justus Lauten

VSOP

424

Sat, Apr 16, 2022

fleeting thought

The Zettlekasten Process of writing a note

each note needs to be atomistic and autonomous (one idea that can stand by itself, you need to know what it is and why it's important)

425

Sat, Apr 16, 2022

fleeting thought

What makes a successful VC investment?

A business model that can support scaling, which includes:

426

Thu, Apr 14, 2022

call/meeting

Shaka Harry

intro, possible Seed deal?

Ruth Renitha

Anoop Haridasan

427

Thu, Apr 14, 2022

call/meeting

Active Partners

Intro call

Billy Fox

Courtney Sawatzke

Key takeaways

428

Wed, Apr 13, 2022

call/meeting

Winnow

intro call

Marc Zornes

Key Takeaways

429

Tue, Apr 12, 2022

call/meeting

Raine Group

Introduction and getting to know each other

Akash Sharma

Intro to the Raine Group

430

Tue, Apr 12, 2022

call/meeting

Blue Horizon

Salesforce

how to use Salesforce, so I don't look like an idiot next time on the Monday meetings

Solange Silva

How do I connect intermediaries to deals?

431

Mon, Apr 11, 2022

call/meeting

AgroStar

tech stack

Sitanshu Sheth

Summary

432

Mon, Apr 11, 2022

call/meeting

Blue Horizon

Reporting

Diego Gonzales

Q4 valuations

433

Mon, Apr 11, 2022

call/meeting

Nature Preserve

Company pivot

Anantha Peramuna

Alex Garcia-Ingrisano

My thoughts

434

Mon, Apr 11, 2022

call/meeting

foodforecast

Funding update

Justus Lauten

Round

435

Mon, Apr 11, 2022

call/meeting

Full Cycle Bioplastics

Jett Capital

Series A round

Elan Oumarov

Jett Capital

436

Mon, Apr 11, 2022

pkm - article/document

Financial Times

Biotech start-ups challenge dairy industry

Freya Pratty

What is it and a brief history

437

Fri, Apr 8, 2022

call/meeting

VU Venture Capital

Polybion Series B

Aakash Jain

VU Venture Capital

438

Fri, Apr 8, 2022

call/meeting

Sharrp Ventures

update on Sharrp Ventures, Björn Witte visit to India, interest in Blue Horizon Growth?

Anand Shankar

Notes

439

Tue, Apr 5, 2022

call/meeting

intro call

Andrei Xydas

She spent 6 years at CDC Group, deployed $600m there, mostly in telecom

440

Tue, Apr 5, 2022

call/meeting

foodforecast

potential investor in foodforecast

Georg Zahnen

About him

441

Mon, Apr 4, 2022

call/meeting

foodforecast

Commerical update

Justus Lauten

They're in pilots with customers representing

442

Mon, Apr 4, 2022

call/meeting

KPMG

Catch-up call

Alberto Chocano Almagro

He got some alerts from Mergers and Markets around Blue Horizon Growth

443

Mon, Apr 4, 2022

call/meeting

Earlybird Venture Capital

new investment ideas

Paulina Lutz

They're looking more actively at alt protein at Earlybird Venture Capital

444

Fri, Apr 1, 2022

call/meeting

Minor Figures

Investec

new potential fundraise for Minor Figures

Jason Wicht

Last time, we turned it down as they wanted us to move a lot faster

445

Thu, Mar 31, 2022

call/meeting

Primate

Intro call

Paweł Kaczyński

Paweł Kaczyński's (founder) story

446

Thu, Mar 31, 2022

call/meeting

Pareto Securities

PulPac

Series A update call

Roderick Sundell

Linus Larsson

Anders Endreson

Update on the fundraise

447

Thu, Mar 31, 2022

fleeting thought

Polybion

commercial

What were the key goals going into this investment?

448

Thu, Mar 31, 2022

call/meeting

XFarm Technologies

Deloitte

intro meeting with placement agent Deloitte on XFarm Technologies

Rossella Lehnus

Edoardo Tamburelli

Nicolo Arduino

They raised money from United Ventures

449

Wed, Mar 30, 2022

pkm - article/document

History and challenges of nitrogen in food

Eurof Uppington

Michael Pollan notes that the role of agriculture is to make fossil fuels into edible calories

450

Wed, Mar 30, 2022

call/meeting

Lyfa

update meeting on new seed round

Michael May

History

451

Mon, Mar 21, 2022

personal

Reflections over the past 12 months

What really matters in my life?

452

Fri, Mar 18, 2022

call/meeting

Blue Future Partners

update meeting, introduction to Blue Horizon Growth

Danchun Chen

Firm Strategy

453

Thu, Mar 17, 2022

call/meeting

new career prospects, what happened at Astanor Ventures

Ali Morrow

She's mulling joining a London based tech investor called MMC Ventures, where Alexia Arts (previously at Mouro Capital fka Santander InnoVentures) works

454

Tue, Mar 15, 2022

call/meeting

Blue Horizon

LoveRaw

Talk about packaging solutions for portfolio companies

Olivia Stolt-Nielsen Meinl

Kieran Mahanty

Lara Erman

Kieran Mahanty told LoveRaw they should do more on sustainability

455

Fri, Mar 11, 2022

call/meeting

Xampla

Update call

Simon Hombersley

They're opening up the $50m Series A round, which is what they need to get to the growth phase.

456

Tue, Mar 8, 2022

call/meeting

MIWA

update on the round, business update

Ivana Sobolikova

Summary

457

Tue, Mar 8, 2022

call/meeting

junee

intro to the company

Mary Liu

Summary

458

Tue, Mar 8, 2022

call/meeting

Algama

Q2 Performance

Alvyn Severin

Sébastien Frin

Summary

459

Tue, Mar 8, 2022

call/meeting

Polybion

Blue Horizon

Get Lea Bajc up to speed on the Polybion situation

Lea Bajc

Check with Anela Musat (Ela) that we don’t go down the sidecar route.

460

Tue, Mar 8, 2022

call/meeting

Spoonshot

Intro call

Kishan Vasani

Key takeaways

461

Mon, Mar 7, 2022

call/meeting

Nourish

Nourish dataroom check-in

Friederike Grosse-Holz

Pre call

462

Mon, Mar 7, 2022

learn

What is a techno-economic assessment/analysis?

463

Fri, Mar 4, 2022

call/meeting

Pareto Securities

PulPac

Round update

Anders Endreson

Commercial: they’re moving fast. New agreement (1-2 per week) and are getting attention from important players in the market on the regular basis.

464

Thu, Mar 3, 2022

call/meeting

Nom Nom Nom

What's the new company that Yoran Meijers is working on and is it a good idea for Blue Horizon to put in some money?

Yoran Meijers

Key takeaways

465

Wed, Mar 2, 2022

call/meeting

Blue Horizon

Take one.five to IC?

Nate Crosser

Thomas Kindler

There's some additional progress since the Pre-Seed, but not much really.

466

Wed, Mar 2, 2022

call/meeting

Blue Horizon

Impact at Blue Horizon

Lara Erman

Olivia Stolt-Nielsen Meinl

Key Takeaways:

467

Fri, Feb 25, 2022

call/meeting

London Business School (LBS)

Intro call

Courtney Sawatzke

Current MBA student at London Business School (LBS), from Minnesota but studied at the University of Wisconsin, Madison

468

Thu, Feb 24, 2022

call/meeting

Blue Horizon

Performance Feedback

Przemek Obloj

Things are going well, but now it's time to transition from the analyst/Excel guy to a senior person who can really run his own process.

469

Thu, Feb 24, 2022

call/meeting

Pareto Securities

PulPac

Series A fundraise

Anders Endreson

Key Takeaways:

470

Thu, Feb 24, 2022

call/meeting

GreenBytes

Seed fundraise

Renata Bade Barajas

Key takeaways

471

Mon, Feb 21, 2022

call/meeting

Blue Horizon

Questions on foodforecast convertibles

Ela Musat

Operationally, how does this work?

472

Fri, Feb 18, 2022

call/meeting

foodforecast

intro call with Alex

Alex Eberl

Takeaways

473

Fri, Feb 18, 2022

call/meeting

Lightrock

Compare notes on current deals in the market

Joy Faucher

Key takeaways

474

Fri, Feb 18, 2022

call/meeting

Nourish

Get to know the team and company a bit better

James Petrie

Anna El Tahchy

Animal-free fats

475

Wed, Feb 16, 2022

call/meeting

MassChallenge

Helping with the program this year

Augustin Woronoff

Background in hospitality from Ecole hôtelière de Lausanne

476

Wed, Feb 16, 2022

call/meeting

Blue Horizon

Core Biogenesis

Deal story of how Core Biogenesis got done

Friederike Grosse-Holz

Blue Horizon shared part of the investment memo with the founder.

477

Wed, Feb 16, 2022

call/meeting

one.five

Get an update on how the round is shaping up

Martin Weber

Key Takeaways

478

Wed, Feb 16, 2022

call/meeting

FlexSea

Get to know them a bit better, are they really any better than Oceanium or BZEOS?

Thibaut Montfort-Micheo

Carlo Federli

Key takeaways

479

Wed, Feb 16, 2022

quote

Andreessen Horowitz (a16z)

I've always thought the biggest thing a founder buys from a VC is a bridge loan of credibility in advance of tangible evidence.

Marc Andreesen

"I've always thought the biggest thing a founder buys from a VC is a bridge loan of credibility in advance of tangible evidence.”

480

Wed, Feb 16, 2022

quote

Andreessen Horowitz (a16z)

The natual evolution of service businesses

Marc Andreesen

"A few years ago you talked about vc landscape bifurcating. One end = small boutique firms. Other end = global brands. Death to the middle. Do you think those trends are still underway?”

481

Fri, Feb 11, 2022

call/meeting

Blue Horizon

intro call and thoughts on algae

Jorgen Bergqvist

He was at Procter & Gamble and Carlsberg

482

Thu, Feb 10, 2022

call/meeting

Opsis Health

Business + investment update

Jim Behrens

Business updates

483

Wed, Feb 9, 2022

call/meeting

foodforecast

Seed investment from Blue Horizon

Justus Lauten

Round amount who puts in what?

484

Tue, Feb 8, 2022

call/meeting

BZEOS

General update, What happened with Michael Kleindl

Guy Maurice

Notes

485

Tue, Feb 8, 2022

call/meeting

DeHaat

company intro

Shashank Kumar

Summary

486

Mon, Feb 7, 2022

call/meeting

ThinkBetter Group

Investec

secondary investment into Minor Figures

Jason Wicht

Heath Jansen

ThinkBetter Group background

487

Mon, Feb 7, 2022

call/meeting

foodforecast

Blue Horizon

Convertible from Blue Horizon Seed

Ela Musat

Michel Hirschi

What we need: 1) convertible with an optional conversion

488

Sun, Feb 6, 2022

learn

Pension System of Switzerland

The retirement system of Switzerland is a system with three pillars

489

Sun, Feb 6, 2022

learn

The Tax System of Switzerland

Multiple levels of taxes

490

Sat, Feb 5, 2022

quote

I would rather have questions that can’t be answered than answers that can't be questioned.

Richard Feynman

"I would rather have questions that can’t be answered than answers that can't be questioned.”

491

Fri, Feb 4, 2022

call/meeting

Revent VC

Intro call and chat about one.five

Rebecca Brill

They're looking at a food company, she knows Nate Crosser

492

Fri, Feb 4, 2022

call/meeting

foodforecast

intro call, angel investment in foodforecast

Jochen Schwill

His wife works in Geneva, his wife works at the Germany embassy there, so he's often in Switzerland

493

Thu, Feb 3, 2022

call/meeting

Mimotype

2nd call

Danilo Flores

Claudio Flores

Danilo Flores is the other co-founder, whose background is in law but has a passion for technology

494

Wed, Feb 2, 2022

call/meeting

Blue Horizon

Polybion Series A press release

Marc Duckeck

So we'll do our round of PR as well. He's sent a market up version to our agency and is awaiting their reply.

495

Tue, Feb 1, 2022

call/meeting

Polybion

Gómez Acebo & Pombo

ESOP terms

David González Gálvez

Alexis Gómez-Ortigoza

They'll send us an updated phantom share structure with a 4-year vesting period with a 1-year cliff

496

Tue, Feb 1, 2022

call/meeting

Blue Horizon

being better on Salesforce

Robert Boer

You need to get back to him 2x per week

497

Mon, Jan 31, 2022

call/meeting

Clarico Food Executive Search

intro call, headhunter services

Russell Metcalf

headhunter in the food & beverage space, he's been in this space for 10+ years

498

Thu, Jan 27, 2022

call/meeting

Agriconomie

Business model deepdive

Paolin Pascot

Key account customers segmentation is A1, A2, A3, etc.

499

Wed, Jan 26, 2022

call/meeting

Xampla

Update call

Simon Hombersley

They're going to raise a Series A that's quite large

500

Tue, Jan 25, 2022

call/meeting

Entrepreneur First (EF)

intro call

Marie Amestoy

They invest at the Pre-Seed stage, roughly 3 months after their incorporation

501

Tue, Jan 25, 2022

call/meeting

one.five

Update on where they stand

Martin Weber

Update on where they stand

502

Mon, Jan 24, 2022

call/meeting

Papaya

general business update

Edoe Cohen

What's changed?

503

Mon, Jan 24, 2022

call/meeting

foodforecast

convertible notes for seed

Christian Franz

The only complexity he sees is an update of the SHA and Investment Agreement as we have additional parties. We can pool those in the agreement, but we don't have to. And we have to add one additional angel. Can structure as an amendment

504

Fri, Jan 21, 2022

call/meeting

MIWA

Dive into the business model and economics, Round construction and milestones of the round

Ivana Sobolikova

Petr Báča

2 key goals: 1) dive into the business model and economics and 2) round construction and milestones of the round

505

Thu, Jan 20, 2022

call/meeting

Mimotype

intro call

Claudio Flores

Advanced lighting solutions, potentially in vertical farming and horticulture

506

Tue, Jan 18, 2022

call/meeting

Klim

intro call

Robert Gerlach

he's originally in the sustainability product space

507

Mon, Jan 17, 2022

call/meeting

Agriconomie

business model deep dive

Paolin Pascot

Questions to figure out

508

Mon, Jan 17, 2022

call/meeting

Nucleus Capital

get to know

Aaron Suri

They are investing at the pre-seed side. Ticket size is roughly €200k. Foodtech, climatetech, biotech.

509

Fri, Jan 14, 2022

call/meeting

PulPac

Round update

Roderick Sundell

Anders Endreson

Linus Larsson

Lea Bajc

Round update

510

Fri, Jan 14, 2022

call/meeting

Agriconomie

intro call

Paolin Pascot

only competitor was acquired last year

511

Wed, Jan 12, 2022

call/meeting

Blue Horizon

Investment Strategy session at the offsite

Notes

512

Sun, Jan 9, 2022

call/meeting

Zouk Capital

intro call, icebreaker

Yasmina Darveniza

Notes

513

Fri, Jan 7, 2022

call/meeting

Opsis Health

round update

Jim Behrens

Round Update

514

Wed, Jan 5, 2022

call/meeting

Valence

update call

David Cerami

At that time, they pivoted from compostable bottle to a B2B solution

515

Wed, Jan 5, 2022

call/meeting

Tastemade

Learning more about the story

Steven Kydd

Larry Fitzgibbon

Background

516

Tue, Jan 4, 2022

personal

Airtable

Reconciliation model on Airtable

I’ve built a model on Airtable to reconcile future misalignments between what the actual financial accounts say and what Pocketsmith says

517

Tue, Jan 4, 2022

call/meeting

CarbonSpace

update call

Oleg Demidov

Ray Mercedes

What they do: satellite powered platform for remote carbon footprint monitoring

518

Tue, Jan 4, 2022

call/meeting

Tastemade

intro call

Larry Fitzgibbon

Steven Kydd

Roger Lienhard

Lea Bajc

they've been talking to Roger Lienhard for a few weeks, Lea Bajc will lead this from the Blue Horizon side

519

Tue, Jan 4, 2022

call/meeting

Minor Figures

ThinkBetter Group

Investec

intro and 2 potential deals

Jason Wicht

Circularity Capital invested in a Kitro-type company

520

Wed, Dec 22, 2021

call/meeting

MIWA

intro call

Ivana Sobolikova

Petr Báča is an ex Nestlé supplier, he owned a packaging design consultancy (Cocoon) that worked with them in the Czech Republic.

521

Tue, Dec 21, 2021

call/meeting

Opsis Health

Round update

Jim Behrens

8 Dimension Ventures (8DV) is going very slow on their $5m tranche, apparently they have a Middle East Limited Partner (LP) that's slowing up their

522

Tue, Dec 21, 2021

call/meeting

MiTerro

intro call

Robert Luo

They're raising $1.5m Seed round

523

Mon, Dec 20, 2021

call/meeting

Deal catchup and general update

Jerome Penot

Other foodtech funds: Five Seasons Ventures have 50/50 corporates, PeakBridge VC] is mostly corporates

524

Fri, Dec 17, 2021

call/meeting

Food4All

Intro call

Sena Gbeckor-Kove

Combatting food waste at the retail level

525

Fri, Dec 17, 2021

call/meeting

LEEF

Seed fundraise

Claudio Flores

Eva Unruh

Trade shows went well - 2 key distributors to sell their products. Potential customer leads

526

Fri, Dec 17, 2021

quote

“When you seek to become enlightened, enlightened people just appear to you.”

Bill Murray

“When you seek to become enlightened, enlightened people just appear to you.”

527

Fri, Dec 17, 2021

quote

“Show me the incentives, I'll show you the outcome”

Charlie Munger

“Show me the incentives, I'll show you the outcome”

528

Fri, Dec 17, 2021

quote

More companies die of indigestion than die of starvation.

Michael Eisenberg

"More companies die of indigestion than die of starvation."

529

Fri, Dec 17, 2021

call/meeting

Konopi Pack

intro call

Kalina Hristova

Based in Bulgaria

530

Wed, Dec 15, 2021

call/meeting

foodforecast

Blue Horizon

BZEOS

Potential deals

Robert Boer

He thinks we can totally do a €200k investment into foodforecast (fka

werksta.tt⁠

)

531

Wed, Dec 15, 2021

call/meeting

foodforecast

Funding update

Justus Lauten

Nicole Mageira is in for €50k

532

Tue, Dec 14, 2021

call/meeting

Centaur Analytics

Series A round

Sotiris Bantas

Customer

533

Tue, Dec 14, 2021

call/meeting

W-Cycle

Intro call

Lior Itai

Lior Itai is the founder of the company

534

Mon, Dec 13, 2021

call/meeting

Tetra Pak

Complementary work that we can do with them

Rita Lousa

Family owned, 3 parts: Laval (dairy), Sidel (Light packaging), Tetra Pak (Hard packaging)

535

Tue, Dec 7, 2021

personal

Letter to Lila-Rose Noghero Annachhatre

Lila-Rose Noghero Annachhatre

To my dearest Lila-Rose,

536

Tue, Nov 16, 2021

call/meeting

WPP

PulPac

Update call with Tony Antoniou from WPP

Tony Antoniou

Pre call questions/thoughts

537

Tue, Nov 16, 2021

call/meeting

Opsis Health

round dynamics and update

Jim Behrens

8 Dimension Ventures (8DV) said they wanted $15m at the start. They said fine because they know Helen and think of her as an insider.

538

Fri, Nov 12, 2021

call/meeting

PulPac

Commercial and round update

Linus Larsson

Roderick Sundell

Commercial

539

Thu, Nov 11, 2021

call/meeting

European Circular Bioeconomy Fund (ECBF)

BZEOS and intro to each other

Vivek Dogra

He's quite well connected, Venture Partner at European Circular Bioeconomy Fund (ECBF), ex Nestlé

540

Thu, Nov 11, 2021

call/meeting

Opsis Health

Update call on the round and business background

Jessica Cooper

Jim Behrens

Kevin Grundy

Kevin Grundy’s daughter had Crohn’s disease, which he fixed with

541

Mon, Nov 8, 2021

call/meeting

Centaur Analytics

intro call

Sotiris Bantas

Story

542

Thu, Oct 28, 2021

call/meeting

Sagana

Intro call

Tamás Vincze

Was working at a family office in London. He's covered agri on the traditional and tech side. He's joined [[Sagana]] to focus on the agri + foodtech space

543

Tue, Oct 26, 2021

call/meeting

Opsis Health

intro call

Lindsay McCorkle

Jim Behrens

Martha Danly

Martha Danly- linguistics at Macalester College. Grad school in psycholinguistics at Harvard University. Post grad at Massachusetts Institute of Technology (MIT). She's done a lot. Studied sustainable energy at Yale University. Worked with Kleiner Perkins in the past. She's gone through the ups and downs; that's clear. AI & ML are big pieces of the solution; no one will input this in every time.

544

Tue, Oct 26, 2021

call/meeting

Swisscom Ventures

intro call

Jennifer Webb

Originally was in management consulting at Deloitte, then VC at Impact Ventures UK (reporting on impact and financial return) which morphed into Lightrock over time, but her life took her to Switzerland, now she's head of Sustainability at Swisscom Ventures.

545

Mon, Oct 25, 2021

call/meeting

Opsis Health

Business model deepdive

Lindsay McCorkle

Jim Behrens

Martha Danly

Key Items to discuss

546

Thu, Oct 21, 2021

call/meeting

HeyMaet

business update

Chichi Hong

She says the B2C strategy is working well

547

Mon, Oct 18, 2021

call/meeting

foodforecast

legal call

Christian Franz

4 key bits to go over:

548

Fri, Oct 15, 2021

call/meeting

BZEOS

Business update, What's going on with Nestle

Guy Maurice

Business side

549

Wed, Oct 6, 2021

call/meeting

Revent VC

intro call

Henrik Grosse Hokamp

€60m fund, up to €3m tickets

550

Fri, Oct 1, 2021

call/meeting

Molten Ventures (fka Draper Esprit)

alternative proteins in general

Leonora Ross Skinner

Inga Deakin

Broad fund, publicly listed VC

551

Thu, Sep 30, 2021

call/meeting

Polybion

get to know the founders after the Blue Horizon implosion

Alexis Gómez-Ortigoza

Axel Gómez-Ortigoza

No one is going after auto. Why? Others are too thick and can't pass the performance needs.

552

Wed, Sep 29, 2021

call/meeting

8 Dimension Ventures (8DV)

Intro call

Michael Fairbarn

They're more generalist; impact investor

553

Fri, Sep 24, 2021

call/meeting

Intelligent Growth Solutions (IGS)

Their involvement and experience with LetUsGrow

Dave Scott

What got them interested in working with LetUsGrow?

554

Fri, Sep 17, 2021

quote

“It’s not what you do. It’s not what you say. It’s all about how you make the other person feel.”

Harry Stebbings

“It’s not what you do. It’s not what you say. It’s all about how you make the other person feel.”

555

Fri, Sep 17, 2021

pkm - video

Gen-Z VC conference chat with Harry Stebbings

Harry Stebbings

Call people randomly, be curious about people, not just their careers

556

Fri, Sep 17, 2021

pkm - video

Rarebreed Ventures

New Age Capital

Gen-Z VC conference chat on Emerging VCs and First Funds

McKeever (Mac) Conwell

Summary

557

Thu, Sep 16, 2021

call/meeting

Blue Future Partners

intro call

Danchun Chen

Fund-of-Funds (FoF), HQ in Munich

558

Tue, Sep 7, 2021

call/meeting

Caulys

Business update and Seed fundraise

Gregoire Gentille

Vincent Keller

R&D/product is mostly done

559

Thu, Sep 2, 2021

call/meeting

PulPac

Shareholder structure at PulPac

Niclas Moller

They were unsure around ticket size, valuation, etc. so they wanted to be transparent

560

Thu, Sep 2, 2021

call/meeting

Sharrp Ventures

intro call

Anand Shankar

Family office of Mariwala (Marico); functional since mid 2014

561

Fri, Aug 27, 2021

call/meeting

PulPac

catchup post Blue Horizon implosion

Linus Larsson

Roderick Sundell

Updates

562

Tue, Aug 24, 2021

call/meeting

foodforecast

SHA changes call

Christian Franz

Principle: preservation of a company’s nominal share capital

563

Mon, Aug 2, 2021

call/meeting

Genecis

Update call

Abdul Khogali

Onboarded a new customer in the medical space

564

Tue, Jul 27, 2021

pkm - article/document

Bessemer Venture Partners

The Anti-Portfolio

Eric Newcomer

Summary

565

Thu, Jul 22, 2021

call/meeting

Caulys

intro call to get to know Caulys better

Vincent Keller

Based in Geneva

566

Tue, Jul 20, 2021

call/meeting

KisanHub

Intro call

Giles Barker

Giles Barker is from a farmer background. Grandpa was a prof of ag at Cambridge University.

567

Fri, Jul 16, 2021

call/meeting

Forestay Capital

learning more about Forestay Capital

Labinot Brahimi

Fund 1 was only the family, but for the 2nd fund they're opening it up to more investors

568

Fri, Jul 16, 2021

call/meeting

DM Flexibles

Intro call with DM Flexibles

Dilip Mistry

Key takeaways

569

Wed, Jul 14, 2021

call/meeting

Veestro

update call post the Blue Horizon Ventures 1 (BHVI) blow-up

Mark Fachler

They’ve benefited from COVID-19 in general

570

Wed, Jul 14, 2021

call/meeting

La Vie

Intro call with Nicolas from La Vie

Nicolas Schweitzer

Nicolas Schweitzer – sold his company in Philippines 3 years ago. Wanted to do a more impact focussed company.

571

Fri, Jul 9, 2021

call/meeting

Ship2B Ventures

Call with Marc after his move to Ship2B Ventures

Marc Sabas

Looking to raise €50m

572

Thu, Jul 8, 2021

call/meeting

Rubio Impact Ventures

Intro call with Eske

Eske Scavenius

He’s been here for 3.5 years.

573

Mon, Jul 5, 2021

call/meeting

Xampla

Intro call

Simon Hombersley

Cambridge University spinout – 20 people

574

Fri, Jun 25, 2021

call/meeting

Noops

Intro call with Greg Stuck from Noops

Greg Stuck

Greg Stuck started off as a restaurateur. He worked for the Shake Shack management team.

575

Mon, May 10, 2021

call/meeting

PulPac

Call with Niclas Moller on PulPac

Niclas Moller

Partially through the commercialisation, not yet there but PU300 is a good path on the journey

576

Tue, Apr 27, 2021

call/meeting

The EVERY Company

Update call with Arturo

Arturo Elizondo

Bad News

577

Tue, Apr 13, 2021

call/meeting

Citi

Intro call with Zara

Zara Ahsanuddin

Joined Citi post MBA from London Business School (LBS) in 2013

578

Sat, Dec 26, 2020

pkm - article/document

How is total stock compensation expense calculated?

Metadata

579

Fri, Dec 4, 2020

call/meeting

Ankur Capital

intro to Ankur Capital

Shreyansh Singhal

Based in Bangalore, India

580

Sat, Jan 4, 2020

pkm - article/document

Evolv Ventures

The Great Realization for Sustainable Packaging

Aashna Singh

Steve Sanger

Market opportunity

581

Tue, Aug 8, 2017

pkm - article/document

The Conversation

Algal biofuel production is neither environmentally nor commercially The case against algae based biofuel

Kevin Flynn

3 generations of biofuels.

582

Mon, May 1, 2017

pkm - article/document

Union Square Ventures (USV)

Investor vs Operator VCs

Fred Wilson

583

Sat, Nov 12, 2005

pkm - article/document

Union Square Ventures (USV)

The VC's Customer

Fred Wilson

Summary

There are no rows in this table

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Date (if relevant)

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Notes

Topic

Person (direct)

Done?

Person (mentioned)

Firm (mentioned)

Direct

Indirect

Direct cleaned

Indirect cleaned

Title

personal

fleeting thought

call/meeting

415

pkm - podcast

pkm - article/document

pkm - reference doc

quote

pkm - tweet

pkm - video

pkm - book

learn

pkm - tweet

quote

pkm - article/document

quote

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Why am I doing this?

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Why Smart People Hold Stupid Beliefs

Glad the @theallinpod & @DavidSacks covered venture debt in the...

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Today's tweet thread is about side letters in startup investing

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