Razvan D. pfp

Razvan D.

@razdavid

67 Following
18 Followers
Razvan D. pfp
Razvan D.
@razdavid
Just arrived back to the city life from a weekend in the rural part. Two big differences: temperature way higher now and already missing the blissful feeling.
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Razvan D.
@razdavid
Portfolio management is underrated for mid-level investment professionals. You need to increase your exposure from Day 1 of joining
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Razvan D.
@razdavid
The increase in take-privates is a consequence of the downturn in markets and geopolitical risks dispersed towards non-large cash generative tech companies
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Razvan D.
@razdavid
Interesting mating game between founders and investors
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Razvan D.
@razdavid
Might be the case that not all employees need to be part of an ESOP plan. In this case, inclusion criteria (based on strategy and performance) and communication is crucial
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Razvan D.
@razdavid
Growth PE value-add/value creation activities: help with HR / hiring. Setting rigor through internal processes, develop long-term organization plan, adequate hiring, internal communication strategies
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Razvan D.
@razdavid
In growth PE, we are looking for founders who understand their market, understand their product / services and their competitive advantage. Happy to work on defining the long term strategy
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Razvan D.
@razdavid
Long-term plans with like-minded people
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Razvan D.
@razdavid
Love the Midnight Diner Mix 1 by @coopahtroopa.eth @cooprecs and daktyluk on soundxyz. Onchain summer goes on https://www.sound.xyz/daktyl/midnight-diner-mix-1?referral=0x4a673a9cae880592c22e084a70c4a5d6defd823c&referral_source=link
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Razvan D.
@razdavid
Recent market turmoil has created a (temporary) shift between short and long-term thinking on the entrepreneurs’ side. At least from personal observations at growth stage PE-level
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Razvan D.
@razdavid
Just. Get. Started
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Razvan D.
@razdavid
Waking up to the sound of the waves. Priceless @ Buarcos, Portugal
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Razvan D. pfp
Razvan D.
@razdavid
Loving Portugal. First time here
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Razvan D.
@razdavid
Cannot get bored when working with interestinf people
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Razvan D.
@razdavid
Early phase: market size & team are the things that spark VC’s interest.
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Razvan D.
@razdavid
Fascinating how each generation can understand each other. However, in building trust and long-term business relationship, one has to listen and learn about the tastes and cultural differences of at least the +1 and -1 generation
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Razvan D.
@razdavid
A good way to ensure miserable results is to buy on the way down in a price. An even worse habit is to average down in your buying, rather than up. (William O’Neil)
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Razvan D.
@razdavid
In an industry characterized by price-driven customers and relatively low user retention, the investment case for C is: 1. Consistently engage that C is cheaper than alternatives 2. Drive higher value out of existing customers
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Razvan D.
@razdavid
Roll-up, multi-site, razor-blade model, etc. just some obsessions (read: value creation) on top of buy-side investors’ minds
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Razvan D.
@razdavid
Being remebered that a productive weekend might not always involve work. The (interior) debate starts with why the weekend should have the productive attribute set =1
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