Archive - Aashay's Newsletter

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Tools & Platforms in 2023

What building blocks are entrepreneurs picking up these days?

Feb 26 •

January 2023

The Story Behind Haystack’s Investment in Finley

In college, I used to get coffee with a local investor named Tom Rutledge. Tom has a rich background in capital markets and credit origination, and he…

Jan 31 •

December 2022

The liquidation preference

Why should I care?

Dec 30, 2022 •

4 questions on AI

Hopefully I can breathe some life back into this newsletter. And the topic du jour in Silicon Valley and the broader tech ecosystem is AI – more…

Dec 6, 2022 •

July 2022

Dealing with a hangover

We have unicorns. We have other various animal-themed nomenclature for high growth businesses. So what do you call a software company with single digit…

Jul 14, 2022 •

There is a company in the Haystack portfolio that raised a seed round at the tail end of last year. They raised about $4M-$5M — plenty of capital for a…

Jul 7, 2022 •

March 2022

Software Startup Heuristics

What are the common models for company creation in the enterprise?

Mar 31, 2022 •

January 2022

Making sense of the market in early 2022

Jan 26, 2022 •

September 2021

In the coming months and years, I suspect we will see increased M&A activity move through the technology industry. And while there could be a fair…

Sep 7, 2021 •

May 2021

The round on the cover

I was talking about recent seed rounds with a friend the other day, discussing how they seemed to be inflating in size, with many creeping up to $10M of…

May 15, 2021 •

March 2021

Areas of Interest, March 2021

I used to write more posts or essays covering ideas, trends, and themes that were compelling to me in the moment. In the current market, there may be an…

Mar 30, 2021 •

The nature of "the miss"

In December, I spent time thinking about the investing work I had done coming to that point. I gleaned lessons from companies we were lucky to be…

Mar 4, 2021 •

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