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3
Date (if relevant)
Entry type
Firm (direct)
Topic
Person (direct)
Notes
1
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.
2
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.”
3
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.....
4
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.
5
Wed, Nov 8, 2023
call/meeting
Algama
Call post me joining the board
Alvyn Severin
Key things I need to get during the call
6
Tue, Nov 7, 2023
call/meeting
Future Food Fund
Intro call
Silla Scheepens
Calling from Amsterdam
7
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
8
Mon, Nov 6, 2023
​
​
WSO Finance Prep
​
Course 1: Fundamentals of Cost of Capital (WACC)
9
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
10
Mon, Nov 6, 2023
personal
​
Car number plate
​
The car’s number plate is VD-331 558
11
Mon, Nov 6, 2023
pkm - reference doc
Diligent Equity
VC/PE fund metrics
​
⁠
Untitled.png
⁠
⁠
12
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.
13
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.
14
Fri, Oct 20, 2023
call/meeting
BZEOS
Update call
Guy Maurice
Skanem came to visit them.
15
Wed, Oct 18, 2023
call/meeting
The Mulsanne Partnership
Call with Headhunter on CPT Capital job
Michael McConnell
About
The Mulsanne Partnership
⁠
:
16
Fri, Sep 22, 2023
personal
​
Blogs/substacks that I like
​
⁠
Bill Gurley
⁠
-
Above the Crowd - By Bill GurleyAbove the Crowd | By Bill Gurley
⁠
⁠
17
Wed, Sep 20, 2023
personal
​
Ideas for next Annachhatre Swiss trip/holiday
​
Another trip to CERN
18
Fri, Sep 8, 2023
call/meeting
Seven Lanes Capital
First interview with Guillaum
Guillaume Rozenblat
Why me?
19
Thu, Sep 7, 2023
personal
​
Interlaken day trip
​
Table 5
⁠
20
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
21
Wed, Sep 6, 2023
call/meeting
Endogena Therapeutics
First Interview
​
Pre interview preparation
22
Sun, Aug 27, 2023
personal
​
Trip to Spiez
​
Part 1: Montreux to Zweisimmen on the Belle Epoque (1st class)
23
Sun, Aug 27, 2023
personal
​
Day at Mount Pilatus
​
There's basically 6 parts to the trip
24
Thu, Aug 24, 2023
personal
​
​
​

Doing the pro rata

25
Thu, Aug 24, 2023
personal
​
What do to about the floors/parquet cleaning in the house?
​

What’s in the rental agreement?

26
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:
27
Fri, Aug 18, 2023
call/meeting
Polybion
“Board meeting”
Alexis Gómez-Ortigoza
Axel Gómez-Ortigoza
Maturity is changing to 24 months
28
Wed, Aug 16, 2023
call/meeting
Smartends
intro call
Imdad Laksar
Intro call with Smartends
29
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.
30
Mon, Aug 7, 2023
personal
​
Finances chat with tiki
Elodie Noghero (Tiki)
Overview of where we are
31
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
32
Fri, Aug 4, 2023
call/meeting
Polybion
Short update call
Alexis Gómez-Ortigoza
Eduardo’s situation
33
Thu, Aug 3, 2023
personal
​
Plan for day with Mama, Mami, and Siya
​
Table 7
⁠
34
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.
35
Wed, Aug 2, 2023
call/meeting
Blue Horizon
Catchup
Gabriel Ego
Firm (direct): Blue Horizon
36
Wed, Aug 2, 2023
learn
Fly Ventures
Typical venture debt terms
Matt Wichrowski

37
Sat, Jul 29, 2023
learn
​
useful code block for notion if statements
​
if(
test,
true,
false
)
38
Thu, Jul 27, 2023
call/meeting
Biomilq
intro call
Leila Strickland
Amy Kiska
Leila and Amy
39
Thu, Jul 27, 2023
call/meeting
True Search
Five Seasons Ventures
First headhunter screen interview
Rebecca Simmonds
Emma Tran
Questions
40
Thu, Jul 27, 2023
call/meeting
Polybion
2023 accounts call with the lawyers
Alexis Gómez-Ortigoza
David González Gálvez
Other info
41
Tue, Jul 25, 2023
call/meeting
foodforecast
intro call with robin
Jan Brormann
Justus Lauten
Alex Eberl
Robin Houben
Robin
42
Tue, Jul 25, 2023
personal
Vaudoise
Retail Renault Group
Call about the car damage
​
Call with Vaudoise
43
Tue, Jul 25, 2023
call/meeting
Private Equity Recuitment (PER)
Update chat
Ben Menai
He’s working from France for the summer
44
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
45
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.
46
Thu, Jul 20, 2023
call/meeting
Bramble
Intro call and round consent
Amanda Rolat
Paula Glass
What’s the situation?
47
Wed, Jul 19, 2023
call/meeting
MassChallenge
Pitch the VC Session
​
Pitch the VC Session
48
Tue, Jul 18, 2023
call/meeting
​
update call with Bernard
Bernard Saint-Donat
Call with Bernard
49
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.
50
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.
51
Fri, Jul 14, 2023
call/meeting
Tapestry
Coach
update call
Ajay Chaddha
Update call with Ajay
52
Fri, Jul 14, 2023
call/meeting
foodforecast
Status check + update
Justus Lauten
Round update
53
Fri, Jul 14, 2023
call/meeting
Vistra
Status update check call
Yann Kocon
Alejandra Gonzales
Finbar Conlon
Call with Vistra
54
Thu, Jul 13, 2023
call/meeting
Blue Horizon
update calls
Matteo Parenti
Tommaso Gino
Lara Erman
Tommaso
55
Wed, Jul 12, 2023
call/meeting
Valence
update interview
David Cerami
Streeter Phillips
Tech update
56
Tue, Jul 11, 2023
personal
​
Annachhatre 2023 Switzerland Trip
​
Things to do
57
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:
58
Tue, Jun 27, 2023
call/meeting
Alpha Foods
Alpha LKC situation
Adam Derry
Tommaso Gino
Matteo Parenti
Chat with Matteo and Tommaso
59
Tue, Jun 27, 2023
call/meeting
Fashion for Good
Call about Polybion
Frans Jooste
Fashion for Good
60
Tue, Jun 27, 2023
call/meeting
Valence
Pseudo interview
David Cerami
Streeter Phillips
Moving to a scale up process.
61
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.
62
Fri, Jun 23, 2023
call/meeting
Village Global
Interview
Amrit Rao
Interview prep
63
Thu, Jun 22, 2023
call/meeting
Energy Impact Partners
Intro call and potential job
Ashwin Shashindranath
Pre call preparation
64
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.
65
Tue, Jun 20, 2023
call/meeting
Blue Horizon
Process update
Flor Romeo
Firms mentioned
66
Mon, Jun 19, 2023
call/meeting
Blue Horizon
Vistra
Call on Alpha and TIPA 2022 valuations
Yann Kocon
Flor Romeo
⁠
67
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
68
Fri, Jun 16, 2023
call/meeting
Village Global
SimplyWise
Update call and Village Global
Allie Fleder
Call agenda
69
Thu, Jun 15, 2023
call/meeting
Blume Equity
Call about the job
Andrei Xydas
Fundraising update: where are they on the €200m target?
70
Tue, Jun 13, 2023
call/meeting
Blue Horizon
New contract details
Gabriel Ego
Goal: confirm terms + timing + holidays
71
Mon, Jun 12, 2023
call/meeting
Rockstart
First interview
Wouter Jaarsma
Interview preparation
72
Thu, Jun 8, 2023
call/meeting
Ananda Impact Ventures
Call about investment manager job
Zoe Peden
Ananda’s funds and resulting strategy
73
Tue, Jun 6, 2023
call/meeting
Blue Horizon
Update call pre leaving Blue Horizon
Ela Musat
Questions
74
Fri, Jun 2, 2023
call/meeting
Polybion
Update call
Alexis Gómez-Ortigoza
Convertible with La Costeña
75
Thu, Jun 1, 2023
pkm - article/document
Sequoia Capital
What should pitch decks have?
​
⁠
sequoiatemplate.pdf
65.7 kB
⁠
⁠
76
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.
77
Wed, May 31, 2023
call/meeting
Valence
Chat with David
David Cerami
He’s making a pitch to hire me…
78
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
79
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
80
Thu, May 25, 2023
pkm - reference doc
CMS
VC + PE Directors Duties
​
Here’s the original email from CMS to Blue Horizon:
81
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:
82
Mon, May 22, 2023
personal
Canton de Vaud
Chomage deepdive
​
Practical matters
83
Sun, May 21, 2023
personal
​
Life update
​
Things on my mind right now
84
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
85
Fri, May 19, 2023
pkm - article/document
Seedcamp
Seedcamp Fund VI deck
​
⁠
Seedcamp_Fund_VI_deck.pdf
9.1 MB
⁠
⁠
86
Fri, May 19, 2023
pkm - article/document
Corporate Finance Institute
Guide to the different types of cashflow metrics
​

C I’llo

87
Fri, May 19, 2023
call/meeting
Guidepoint
Intro call
Daniel Curran
Company
88
Fri, May 19, 2023
call/meeting
Hatch
First interview with Hatch
Georg Baunach
Pre call preparation
89
Thu, May 18, 2023
pkm - article/document
Milltown Partners
How much time top VCs spend on social media
​
⁠
Untitled.png
⁠
⁠
90
Wed, May 17, 2023
call/meeting
LTV Capital
Update chat
Farhan Lalji
There’s basically 2 parts to LTV Capital:
91
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.
92
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.
93
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
94
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.
95
Tue, May 16, 2023
personal
​
Reflections on 16 May 2023, my 31st birthday
​
Reflections on 16 May 2023, my 31st birthday
96
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.
97
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.
98
Mon, May 15, 2023
fleeting thought
Acre
Hatch
Call pre Hatch interview
Gemma Finegold
Young team, they are excited to meet me
99
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
​
⁠
Untitled.jpeg
⁠
⁠
110
Wed, May 10, 2023
fleeting thought
Campden Wealth
Key rationale for why family offices invest in PE/VC (RETURNS!)
​
⁠
Untitled.png
⁠
⁠
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”):

⁠
Untitled.png
⁠
⁠
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
​
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 ne