Author: Cristian Munteanu

Investment thesis: Infrastructure for innovation

The systemic “chicken and egg problem” in emerging markets and the role of a VC in building future ecosystems. The root of all evil Vicious cycles are endemic in emerging ecosystems — they are the byproduct of systemic deficiencies and make it difficult or even impossible for the emerging ecosystem to grow and develop. Example of…

Gut feeling

On risks versus uncertainty I’ve been on a panel recently and the moderator asked about how we assess risks when making an investment decision. Some of the other VCs in the panel gave technical explanations, talked about valuations and investment criteria. Of course, they were right. But I also think it’s about gut feeling. Matt…