I’m having to make my own options, which is the fun part. There is an incredible amount of opportunity that’s too small or not scalable enough for VC and PE. Yo

I’m having to make my own options, which is the fun part. There is an incredible amount of opportunity that’s too small or not scalable enough for VC and PE. You can effectively do both at small scale and that excites me much more than dropping money into the market and praying. At the scale you and I invest at we can make a meaningful impact on the business with our money and involvement, where that isn’t the case for large companies. I like the prospect of small scale private equity where 1 or more people can vastly change the business, and be long term (not looking to raise a fund else investors come looking for a 2x return every few years). And btw, that is a structural problem with PE, they take huge amounts of money and “guarantee” 2 or 3x in 5 years, which means there are a ton of businesses which will never be attractive to them. Dm me on Twitter, or email me if want to talk further offline.