Sarah Guo: Stages of Company Building
Sarah Guo's five stages of company building — Initial Product, PMF, GTM Scale, Org Building, Enduring Public Company — with notes on what matters at each stage, the failure mode that ends most companies there, and the signals you're ready to move on.
The Investment Memo: From Gut Feel to Data-Driven Framework
The investment memo transforms gut feelings into structured decision-making, articulating clear rationales for investment choices. It combines concepts, templates, and playbooks to enhance team alignment and efficiency, ensuring decisions are grounded in data rather than emotion.