Reviewing My Portfolio Companies: It’s About Time

I am going to begin a series of posts looking at my portfolio companies, sharing my thoughts as to why I invested, the things I’ve learned, and how the companies have grown since my initial involvement. I figured it was high time now that my portfolio looks more like a VC portfolio than an angel portfolio, and that I am now starting to see the maturing of a number of my earlier investments. It is very exciting and has been cause for me to do some reflecting on my investment process, my deal instincts and my success (or the lack thereof) as an early-stage investor.

My “blink” is that I’ve done a pretty good job, especially considering that I am fairly young in the business. That said, I’ve certainly learned some important lessons along the way that I will share as best I can. One thing is for sure: my experience as an entrepreneur has informed my investing. I am far more savvy and value-added now having built a company than I was as a passive angel investor while a Wall Street executive. I know I bring far more to my companies now as an investor, a Board member or an adviser than I did earlier in my investing tenure. But I am always learning and always growing, and in these next few weeks I will share with you whatever my introspection and perspective will allow. I’m sure I’ll learn a lot through the process of sharing my experiences and hopefully you will, as well.