About Having two bubble era IPOs, and being the pitch person on one of them at the peak of the bubble, I learned firsthand that venture capital is a cyclical business. During the bubble, speed matters. During the downturn I saw two successful strategies: long-term, deep tech; and short-term, value investing in oversold but otherwise solid companies. As the next tech boom arrived, I co-founded a micro VC fund to take three decades of tech learning and apply it. The key: help the companies succeed, not focus on the deal.