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The Gold Rush of 2015

For those of you who are fellow fintech junkies you know that the past few months have been the equivalent of “conference hell”.  I actually think the conferences serve a fantastic purpose, but now that the circuit is over one of the observations that many of us have shared with each other is that a very small and common set of […]

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Five Simple Words

A few weeks ago I talked to the Founder of a high growth fintech company that I’ve been following for a long time.  The company’s business model intrigued me and their growth chart went straight up at a 45 degree angle.  I really liked the Founder and his business but for a series of semi-bad reasons I hadn’t pulled the […]

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Talk Fluently In The Language of Uncertainty

Jolly Fun Mistakes Made in Pitches – Third Entry There comes a time in the diligence process when I ask a Founder to review his or her financial plan with me.  It almost never takes place during the first or second meeting because I need to understand the opportunity at a pretty deep level before running through the forecast.  To […]

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Jolly Fun Mistakes Made in Pitches – Second Entry

Before launching into the heart of this entry, I wanted to give a shout out to Caribou Honig, a fellow Partner at QED Investors who happens to have a passion for data-driven marketing.  My last entry attempted to make a point about the woes of undifferentiated marketing channels (i.e. – fishing in the open waters of the internet) and while Caribou was […]

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Bad Pattern Recognition Gone Wild

Seven years ago when I first started in the world of Venture Capital, I tried to spend as much time as I could with seasoned Investors to learn what I could through their experiences.  I figured that borrowing a degree from someone else would be easier than earning it from scratch. It shouldn’t come as a surprise that much of […]

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The Tyranny Of 0.8 To The 5th

Before I launch into the “topic of the month” I wanted to thank everyone who’s sent feedback regarding the whitepaper I recently published (you can still download it here: The Hourglass Effect).  There’s been more than 1,000 downloads so far and the feedback has been overwhelmingly positive.  I promise I’ll keep writing as long as there’s an audience willing to support me.  With […]

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Let The Confessions Begin

Hello.  My name is Frank Rotman and I’m a FinTech Junkie.  I don’t say this lightly or in jest — I’m a flat out junkie.  And by that I mean I resemble the classical definition of the word: “A person who gets an unusual amount of pleasure from or has an unusual amount of interest in something.”  With more than […]