A historical collection of our writing.
Hanel BavejaCo-authored by John Buttrick. Each year, Mexico exports over $325 billion of goods to the US alone. However, SMEs represent only a tiny fraction – just 10% – of this massive business opportunity. This is largely structural, as SMEs have major financial obstacles when trading internationally: lack […] Read more
In 2015, we invested in Carta (FKA eShares) and wrote, “Anyone who owns shares or options in a private company instinctively knows that cap table management remains frustratingly analog…The collection and management of this information is a thankless task but critical to our business.” The same can […] Read more
Co-authored by Hannah Murdoch Ten years ago, USV wrote about how technology was changing the way people funded their ideas and earned a living. Investing in Kickstarter, we noted: “Creative people will continue to produce amazing works. We do not think technology and the Internet will change that, […] Read more
Co-authored by Hanel Baveja While we are not the first to point this out, access to capital in Latin America remains a massive challenge. Financial infrastructure and tools are concentrated on the top earners, excluding the majority of the population from banking services and credit. In Colombia, […] Read more
For most of USV’s history, we focused on investments in North America and Europe. We are a small firm and there was more than enough opportunity in these regions. We also gravitated towards companies where it would be relatively easy to travel to board meetings. While we invested in companies that […] Read more
The trucking industry is one of the oldest and most interesting in the US. It is also one I’ve always been fascinated by–partly because, for a couple of generations, it was where my family made their living. My paternal great grandfather, David Kaden, started a small trucking business in Perth […] Read more
