Startup Investments

My startup investment thesis has been 70% about who are the founders (are they smart, successful, confident, charismatic, humble, fun, ethical, driven), 20% about what problem they are working on (is it massive, am I interested in it) and 10% on what they are building.

I've invested in about 60 startups -- about 50 of these have failed, but the ones who succeeded did so in a big way:

My top startup exits:

• Kayak (100X) - sold to Booking.com
• Kensho (22X) (cb) - sold to S&P
• Datto (19X) (cb) - sold to Vista Equity Partners
• Cover Wallet (10X) (cb) - sold to AON Group
• Postmates (9X) (cb) - sold to Uber

My top startup active investments:

• OpenEvidence (40X)
• Pilot (40X) (cb)
• BusRight (10X)
• Joyful Health (10X)
• Postscript (10X) (cb)
• Wefunder (9X) (cb)