Investors aren't getting paid
Hey everyone - Graeme here!
Welcome to this week's 'Inside The Data Room!'
The months keep
PE Is 20 Years Behind. Now What?
Hello dear readers,
Welcome to the second edition of the new (3-2-1) format with a new name - Inside The
Lessons From Nvidia's $57B "Disappointment"
It's been nice to be home and do a lot of leaf collection last weekend. The fierce winds
PE exits are back. Except for you.
I'm back in the newsletter hot seat after a hectic but fun holiday season, visiting family back in
What breaks when a buyer opens your data room
January is a busy birthday month in my house, with both my children, me, and the dog all celebrating another
Data Governance = EBITDA multiple expansion
We're in the 'ice age' time of year with 10+ inches of snow forecast to fall
The 0.4x multiple tax on bad data
I spent last weekend in Fort Lauderdale with Greg Isenberg and a room full of founders who are quietly building
What next in the AI race?
I'm trying a new format this week.
3 things I’ve learned
2 interesting news items
1 deep