Henri Pierre-Jacques @hpierrejacques
Focused on People. Opportunity. Capital. @HarlemCapital Tweeting about life lessons & VC 🇭🇹 ⛪️🤵🏽(he/him) linktr.ee/harlemcapital Miami, FL Joined November 2016-
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The lessons learned during a down cycle are second to none. This is my first professional bear market and I feel like I’ve learned more in these two years than the 8 years of the bull market combined It’s def tough, but grateful to have these lessons early in my career
I know of several VCs who have left or been pushed out in the past 6 months from their funds There’s going to be a major shift in venture the next 2-3 years Any hypothesis to how you think it will play out?
Fundraising for funds is pretty similar to startups Fund 1 = Seed round, management and story driven with little track record Fund 2 = Series A, some traction but still management and market driven Fund 3 = Series B, metrics driven but have to have proven you are market leader
In this anti-diversity movement, it’s easy to change the strategy and hard to keep doing the work You have to truly believe in the mission to stay course and that’s why it’s in our mission statement We were doing this before the trend and will be doing it when it’s not in trend
Had to hit the courts with @nihalmehta in town 🎾
Monday motivation “People will remember your wins, not your losses.” It only takes a big win or a few small wins to make a career or name for yourself. If you don’t have losses then you won’t get wins. Focus on the upside, not the downside
I’ve never loved naps as much as I do now…Big part of that is parenthood but the other part is being in my 30’s 😂
Fire alarm going off at 330am with a newborn
Google has crushed outbound email targeting It’s doing to B2B companies what we saw Apple do to consumer companies with the iOs privacy changes This marketing impact is just being felt but I think it will be significant for many companies
🧵 Do VCs just invest in their friends? Some do, but it usually varies. I’ve invested in 12 founders in the past two years and here’s the breakdown of how long I knew them 1+ years: 4 founders (9yr avg) 6months - 1 year: 4 founders (9mo avg) 0-6months: 4 founders (1mo avg)…
Working when the kid lets me.
Had 12 calls today and I’m wiped. Def an adjustment coming off paternity leave, but feels good to be fully back in action talking to founders, VCs and LPs
🧵 Seed valuations have nothing to do with traction, here’s why The most important metric is how much is being raised in the round Founders should expect 15-25% dilution and the round size varies based on 3 things - The fund leading - Founder experience - Market/Industry
Monday motivation "I never lost a game, I just ran out of time" Michael Jordan Until time or cash runs out, you can still accomplish your goals. There will be losses along the way but keep pushing
I’m grateful for today, life is short! Enjoy every moment
We had our team retreat in Miami this week and it was exactly what I needed energy wise. You learn so much more about your team and yourself when you engage outside of the office and slack
Becoming a master of your craft requires extreme focus and time Most people won’t reach that level, but if you are determined you can
Monday motivation “Don’t live life through a lens of obstacles, but a vision of optimism” Our perspective impacts how we move through life
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@hpierrejacques It’s going to be half the size… again As it should be
The first few investments an investor makes often has an outsized impact on their mental rubric for future ones. Largely because of human nature and lengthy feedback loops, we over-index on early "lessons." E.g. consumer apps don't work, or we did a great marketplace for X and…
Counterintuitively, in my experience, more dealflow does not necessarily yield better investments / returns. There seems to be a diminishing return with too much volume and networks that are large, but shallow. There's probably an ideal spot on this curve, but its hard to place…
The @TrustibleAI team unveiled Model Transparency Ratings, a game changing tool for evaluating AI model risks based on transparency disclosures.
We are excited to share our new Model Transparency Ratings! Assessing transparency disclosures for 21 of the top AI models to help AI organizational leaders make more informed decisions on model evaluation. Ratings page -> aimodelratings.com
@hpierrejacques @BowTiedCanvas Some of the best businesses (including asset managers) are forged in challenging macro environments. May we all build the next USVs and Muckers of our times!
The NFL says Detroit has set the all-time Day One NFL Draft record with more than 275,000 fans in attendance. What a massive turnout in Detroit.
@hpierrejacques Wrote about it 2 years ago....happening as we speak: x.com/fintechjunkie/…
@hpierrejacques LPs or CVCs may have an advantage in that talent market - they can pay less and get traditional venture experience Wonder if we'll see more evergreen funds. Still think corporates are holding back given what's happening on balance sheets with this high interest environment
@hpierrejacques @EghosaO if you have the track record for real, it is >relatively< easy, the LPs from your past fund will follow you to your own fund if you "sort of" have a tack record, or don't have one yet, or just a thesis, that's very hard
@hpierrejacques Thank you Henry. Resonates with what I’ve seen anecdotally as well. Many folks I’ve spoken with even in the Growth Equity space are pushing fundraising out another year or two and doubling down on PortCo support.
@saltzman_jason @hpierrejacques I know several places hiring departing VCs
@hpierrejacques The boom of entrepreneurship in the last 10 years, caused a boom of wealth playing VC. We're seeing the consequences of a lot of people getting involved, who don't have any experience with, nor the risk tolerance, for startups.
@hpierrejacques It’s the same as startups. We are just trimming the fat of the entire industry and removing everything but the companies who add actual value. Investing is no different.
@hpierrejacques Bifurcation of allocation strategies imo - large LPs will consolidate investments into the top 10 by AUM. Smaller funds/family offices will invest with highly specific deployment strategies across sectors/stages. Might see some M&A activity as well.
@hpierrejacques Talked about this on my pod today. But my opinion is consolidation and a much narrower investment focus on R&D heavy businesses.
@hpierrejacques More VCs getting into operating roles
@hpierrejacques What’ve been the driving factors here? - Poor individual performance? - Poor fund performance? - Moving to GE/PE? Operating roles? Etc.