Michael Gilroy
speaker
885 appearances
1 recordings
1 series
first heard Jul 2026
last heard 20 Jul
Michael Gilroy’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
And I get on a Zoom and it's like the whole hedge fund team is like, Michael, let's talk about this thing that you said about this trend and how will it impact this public company?
And he just did a phenomenal job kind of gathering that data.
But that meant I was like, oh, God, everyone is reading my Slack post.
I thought it was just like the venture growth teams here.
And if there was a mistake in that Slack post, that can impact not just the series A I'm looking at, that could impact how we're operating on the board of a growth business or making a decision in a big public position.
And so there's a lot of scrutiny on it, right?
Like if my team, I saw my team post something publicly, I'm like all over that thing.
It better be right.
It better be formatted.
The way you do one thing is the way you do everything.
And that's, it's absolutely true there.
With the best companies, hopefully.
But look,
We want the best risk-adjusted return we can possibly get at any moment in time.
And I know that's like pie in the sky, but that's ever-changing and dynamic on a week-to-week basis.
The end markets that we are investing in currently are software and fintech.
And because of how long we've been doing this, there's pockets, each of those that we want exposure to.
In any portfolio, you need to manage risk and not be over-levered to one trend more than the other.
So we think about the sector allocation and the stage allocation all the time.
But I also think it's very important to be flexible and not overly prescriptive.
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