Neil Mehta

The 3,000 founders that'll get funding, the matrix, large scale. I'm glad our industry is going from a cottage industry to becoming this large asset class. It's going to help so many people get so much more. It's actually great for Green Oaks, the later rounds too. There's some of those companies that might be very interested in this down the road.

The 3,000 founders that'll get funding, the matrix, large scale. I'm glad our industry is going from a cottage industry to becoming this large asset class. It's going to help so many people get so much more. It's actually great for Green Oaks, the later rounds too. There's some of those companies that might be very interested in this down the road.

But for the 10 to 15 best founders that care about that relationship, they care about speed, they care about fidelity, and they care about price, I think we are a much better experience.

But for the 10 to 15 best founders that care about that relationship, they care about speed, they care about fidelity, and they care about price, I think we are a much better experience.

It doesn't matter to me. I have no plans to sell my painting. I have no plans to- Do you have an email? Yeah, I have no other hobbies. No, this is it. This is all I want to do for the rest of my life. I mean, as long as I can and investors allow me to and the founders we work with allow me to, yeah.

It doesn't matter to me. I have no plans to sell my painting. I have no plans to- Do you have an email? Yeah, I have no other hobbies. No, this is it. This is all I want to do for the rest of my life. I mean, as long as I can and investors allow me to and the founders we work with allow me to, yeah.

At the highest bid order, we have got much better, not a little better, much better at separating the vital few from the trivial many. There's a version of Green Oaks two or three years ago where not just me, everybody at Green Oaks would do 12, 15, 20, 30 meetings a week. We used to show this slide to our investors. Here's how much fees happen. And we had 92% coverage. Aren't we great?

At the highest bid order, we have got much better, not a little better, much better at separating the vital few from the trivial many. There's a version of Green Oaks two or three years ago where not just me, everybody at Green Oaks would do 12, 15, 20, 30 meetings a week. We used to show this slide to our investors. Here's how much fees happen. And we had 92% coverage. Aren't we great?

We'll never leave a stone unturned. It's the way I grew up. I grew up believing that the way you generate great returns, the way you find undiscovered opportunities, there are really only a few ways to make money in the world. One is speed. You just go faster than everybody else. Citadel may be a version of that. That's really interesting.

We'll never leave a stone unturned. It's the way I grew up. I grew up believing that the way you generate great returns, the way you find undiscovered opportunities, there are really only a few ways to make money in the world. One is speed. You just go faster than everybody else. Citadel may be a version of that. That's really interesting.

Our favorite combination is when you have the same speed and the same information, but you have differential insight. I think what we've become much better at at Green Oaks is increasing the speed and velocity in our information asymmetry, and being able to generate differential insight that matters to long-term enterprise value.

Our favorite combination is when you have the same speed and the same information, but you have differential insight. I think what we've become much better at at Green Oaks is increasing the speed and velocity in our information asymmetry, and being able to generate differential insight that matters to long-term enterprise value.

Putting those things together with a small team and building a flywheel for doing it over and over and over and over again every day, that has been a sea change in the last couple of years.

Putting those things together with a small team and building a flywheel for doing it over and over and over and over again every day, that has been a sea change in the last couple of years.

So... Let me start with Navon, which is formerly called TripActions. TripActions, for those that don't know, it is a travel management company. It does your corporate travel and expense management end-to-end. It's a company I'd been following for a little while, and COVID came, and it was a travel management company. That's my question. not a good thing to have happen to your business.

So... Let me start with Navon, which is formerly called TripActions. TripActions, for those that don't know, it is a travel management company. It does your corporate travel and expense management end-to-end. It's a company I'd been following for a little while, and COVID came, and it was a travel management company. That's my question. not a good thing to have happen to your business.

And so trip actions, which is what it was called at the time, revenue went from a hundred million down to zero. It happened overnight. Remember Trump, first version, went on TV and shut down all the flights from Europe. And he felt like Lehman Tuesday or Wednesday or whatever, but I think it was a different day. And they felt like, oh, this is not good. This is real.

And so trip actions, which is what it was called at the time, revenue went from a hundred million down to zero. It happened overnight. Remember Trump, first version, went on TV and shut down all the flights from Europe. And he felt like Lehman Tuesday or Wednesday or whatever, but I think it was a different day. And they felt like, oh, this is not good. This is real.

I called him a week later and I was like, I know your revenue just went to zero. But I have conviction that you are the right end state solution for this market. And I think instead of battering down the hatches and preserving all the capital you have, I think you should be aggressive in capturing flow share.

I called him a week later and I was like, I know your revenue just went to zero. But I have conviction that you are the right end state solution for this market. And I think instead of battering down the hatches and preserving all the capital you have, I think you should be aggressive in capturing flow share.