Will Aug 14, 20209 minThe AfterPay (& Affirm) of Japan: PaidyPaidy is well on its way to reshaping payments & much more in the financial services space in Japan
Will Jul 26, 20208 min"Going Global": The Int'l Syndicate Investing In & Powering Late-Stage Japanese Startups Abroad Summary The market for late-stage growth capital in Japan is nascent, though now emerging The Japanese startup ecosystem lags global...
Will Jul 6, 20206 minFirst-Of-Its-Kind: A Japanese SMB Focused U.S. Listed SPAC One thing you may notice when looking at the U.S. stock market of late - aside from the astronomical valuations of SaaS companies, the...
Will Jun 18, 20204 minBreaking Down Rakus (TSE:3923): A Leading SMB SaaS Business in JapanRakus (TSE:3923) is one of the more successful publicly listed SaaS companies in Japan today. Founded in 2000 and bootstrapped until its...
Will May 30, 202012 minA Creative Way To Eliminate Friction & Unlock Value in "Acquiring" SMBs A common thread in a good number of our posts touches on the concept of creativity. In our view, creativity is a skill that can be...
Will May 18, 20206 minIncubating Innovative New Entrants Into "Boring", Conservative Industries in JapanWhile our ongoing focus today continues to be our small business acquisition thesis in Japan, this work does not prevent us from...
Will Feb 16, 20208 minIndutrade: A Nordic "Role Model" For SMB Acquisitions In JapanIf you follow me on Twitter, you'll see me often call out a few particular companies based in the Nordic region of Europe. My deep...
Will Feb 9, 20206 minA Real Estate Guide To Investing In SMBsA bit of a strange title, right? How does real estate investing have anything to do with acquiring small businesses ("SMBs")? Well,...
Will Feb 1, 20201 minPodcast Interview on "Think Like An Owner": Acquiring SMBs in JapanI had a great time speaking with Alex Bridgeman on his excellent podcast "Think Like An Owner". We discuss Golden Southeast's unique...
Will Jan 20, 20208 minA "Non-Competed" Investment Blueprint Of An "Esoteric" Investor: Orthogon PartnersAt the heart of what we strive to do at Golden Southeast is to deploy capital into unique opportunities often overlooked, ignored or cast...
Will Jan 12, 20209 minA "New" Type Of Venture Firm For A New Era Of Venture Investing in JapanI was in Japan for the recent holidays and was fortunate enough to have a wide range of meetings with informative & interesting...
Will Dec 21, 20197 minEmerging Market SMB Growth Investing Strategies Applied To Developed Market SMB BuyoutsBorrowing from emerging market small business ("SMB") growth investing strategies, there exists today a way for investors to earn private...
Will Oct 30, 20198 minTech Founders & VCs Investing In "Old Economy" SMBs? A Not So Crazy Idea...As I believe most can tell by now, I am very bullish on the opportunity to invest in the substantial, relatively overlooked and...
Will Sep 28, 20193 minBuying Steady Cash Flows In The Form of Small BusinessesOn the topic of small businesses (“SMBs”), I will propose below a way of thinking about acquiring SMBs that I anticipate will get plenty...
Will Jun 15, 20196 min“Private Equity” Investing With Venture-Like Returns…In JapanThere exists a highly compelling opportunity in Japan today for forward-thinking investors to back a small group of savvy global...