Preferred Shares In every issue, I’ll teach you one actionable tip, secret, or best practice about the tactical processes & inner workings of venture capital. Mike Devlin 4/19/25 Mike Devlin 4/19/25 PS#105: A 4-Step Guide to Building Competitive Landscapes (Part 2) Read More Mike Devlin 4/5/25 Mike Devlin 4/5/25 PS#104: A 4-Step Guide to Building Competitive Landscapes (Part 1) Read More Mike Devlin 3/22/25 Mike Devlin 3/22/25 PS#103: Market Maps vs. Competitive Landscapes Read More Mike Devlin 3/8/25 Mike Devlin 3/8/25 PS#102: Navigating the “Great Unbundling” Read More Mike Devlin 2/22/25 Mike Devlin 2/22/25 PS#101: An Opportunity in the “Great Unbundling” Read More Mike Devlin 2/8/25 Mike Devlin 2/8/25 PS#100: The Trends of VC Compensation Read More Mike Devlin 1/25/25 Mike Devlin 1/25/25 PS#099: 2025 VC Compensation Report Read More Mike Devlin 1/11/25 Mike Devlin 1/11/25 PS#098: A 2025 Guide for VC Recruiting Read More Mike Devlin 12/21/24 Mike Devlin 12/21/24 PS#097: Market Sizing - Some Rules & Key Considerations (Part 3) Read More Mike Devlin 12/7/24 Mike Devlin 12/7/24 PS#096: My 4-Step Guide to Market Sizing (Part 2) Read More Mike Devlin 11/23/24 Mike Devlin 11/23/24 PS#095: An Intro to Market Sizing (Part 1) Read More Mike Devlin 11/9/24 Mike Devlin 11/9/24 PS#094: Employee Stock Ownership Plans (ESOP) – Structuring (Part 3) Read More Mike Devlin 10/26/24 Mike Devlin 10/26/24 PS#093: Employee Stock Ownership Plans (ESOP) – Dilution (Part 2) Read More Mike Devlin 10/12/24 Mike Devlin 10/12/24 PS#092: Employee Stock Ownership Plans (ESOP) – Overview (Part 1) Read More Mike Devlin 9/28/24 Mike Devlin 9/28/24 PS#091: 10 Ways to Build an Investment Thesis – Combining Strategies (Part 5) Read More Mike Devlin 9/14/24 Mike Devlin 9/14/24 PS#090: 10 Ways to Build an Investment Thesis – Markets (Part 4) Read More Mike Devlin 8/31/24 Mike Devlin 8/31/24 PS#089: 10 Ways to Build an Investment Thesis – Customers & Users (Part 3) Read More Mike Devlin 8/17/24 Mike Devlin 8/17/24 PS#088: 10 Ways to Build an Investment Thesis – Incumbents (Part 2) Read More Mike Devlin 8/3/24 Mike Devlin 8/3/24 PS#087: 10 Ways to Build an Investment Thesis – An Overview (Part 1) Read More Mike Devlin 7/20/24 Mike Devlin 7/20/24 PS#086: It doesn’t have to be over… Read More Older Posts
Mike Devlin 4/19/25 Mike Devlin 4/19/25 PS#105: A 4-Step Guide to Building Competitive Landscapes (Part 2) Read More
Mike Devlin 4/5/25 Mike Devlin 4/5/25 PS#104: A 4-Step Guide to Building Competitive Landscapes (Part 1) Read More
Mike Devlin 12/21/24 Mike Devlin 12/21/24 PS#097: Market Sizing - Some Rules & Key Considerations (Part 3) Read More
Mike Devlin 11/9/24 Mike Devlin 11/9/24 PS#094: Employee Stock Ownership Plans (ESOP) – Structuring (Part 3) Read More
Mike Devlin 10/26/24 Mike Devlin 10/26/24 PS#093: Employee Stock Ownership Plans (ESOP) – Dilution (Part 2) Read More
Mike Devlin 10/12/24 Mike Devlin 10/12/24 PS#092: Employee Stock Ownership Plans (ESOP) – Overview (Part 1) Read More
Mike Devlin 9/28/24 Mike Devlin 9/28/24 PS#091: 10 Ways to Build an Investment Thesis – Combining Strategies (Part 5) Read More
Mike Devlin 9/14/24 Mike Devlin 9/14/24 PS#090: 10 Ways to Build an Investment Thesis – Markets (Part 4) Read More
Mike Devlin 8/31/24 Mike Devlin 8/31/24 PS#089: 10 Ways to Build an Investment Thesis – Customers & Users (Part 3) Read More
Mike Devlin 8/17/24 Mike Devlin 8/17/24 PS#088: 10 Ways to Build an Investment Thesis – Incumbents (Part 2) Read More
Mike Devlin 8/3/24 Mike Devlin 8/3/24 PS#087: 10 Ways to Build an Investment Thesis – An Overview (Part 1) Read More
