Jay Jung shares a case study on negotiating venture capital term sheets that helped their client increase their valuation by 80% and double the capital raise. Most founders are not deal makers. In contrast, most investors are highly experienced deal makers. One of our Client Companies received a term sheet from a well-known VC in […]

Jared Simmons shares an evergreen post on team management and managing stress.  There are a lot of individual motivations on a team, and they don’t always align with what that team has been tasked to do. Because of these variants, you may find yourself caring when others don’t about the project tasks at hand. A […]

Indranil Ghosh shares a podcast from the Impact Unicorn series where he interviews Robert Hokin from Greenbackers Investment Capital on how to build a sustainable climate impact investment platform. This week, I speak to Robert Hokin from Greenbackers Investment Capital about how to build a sustainable climate impact investment platform. Robert also outlines how Greenbackers is […]

Amanda Setili shares insights on managing remote employees from her own experience of working remotely. Many companies are wrestling with how to best manage and motivate the many employees who want to work remotely on a permanent basis. It recently occurred to me that others might benefit from the lessons I’ve learned during the many […]


Should have done this a long time ago: There are some phrases that I find myself typing all the time on my phone. I finally set up a few text replacements. Now, if I type “;cal” that text gets replaced with “If you’d like to book a call with me, you can find a time […]

Greg Acton shares a podcast that explains why you should challenge assumptions when solving problems. While leadership entails guiding people in the direction of success, it also requires the ability to look at problems and seek solutions. How you frame those problems can have much to do with the solution arrived at. Mark Twain once […]

Gregory Borel shares an older but always relevant post on  dysfunctional “operational excellence.” I am sharing this note following the equally astonishing and disastrous experience of awaiting a shipment sent by my Mother from the South of France to London. You will have unfortunately seen a few of those horrors before. The (rather) long and […]

There is a difference between being good at what you do, and being recognized for being good at it. But how do you become a recognized expert in your field, and establish your reputation as a thought leader? That was the topic of a recent Umbrex Presents conversation with Dorie Clark, a Wall Street Journal […]

Barry Horwitz shares a post that explores the meaning of organizational structure, and why the right kind of strength is needed when developing strategies. One of the phrases I frequently hear — often attributed to management guru Peter Drucker — is that “culture eats strategy for lunch.” Many times, what’s being suggested is that strategy […]

In this article, Andrew McKee identifies the top five uncertainties his company tackles when creating revenue forecast models. One of our most sought-after commercial strategy services is the creation of revenue forecasts. As such, we’ve spent numerous projects ruminating on the most influential uncertainties in building revenue forecasts, and how to best converge on a […]


Hans Oh shares a first-hand experience with the U.S. healthcare system. I’ve always been curious about the US healthcare system, particularly in terms of how it is similar and different with the Canadian system. Last night, I had a chance to experience the US system first-hand. A few of us went out for dinner and […]

Guillermo Herbozo shares the key tips of top facilitators.  In the context of a huddle, there are several things great facilitators do. As a reminder, we define a huddle as a short, recurring training session that is focused on building skills, one well-defined topic at a time. These sessions are led by team leaders (e.g., […]