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VOICE ARCHIVE

@cashflow_cowboy

@cashflow_cowboy
5 posts
2026-02-18
Rumors of the boutique model's demise have been greatly exaggerated
2026-02-18 View on X
The Information

Benchmark hires Jack Altman, the founder of Alt Capital and Lattice, as its fifth general partner; three Alt Capital team members will join him at Benchmark

Benchmark on Tuesday said it had hired Jack Altman, the founder of early-stage firm Alt Capital and HR software company Lattice, as its fifth general partner.

Rumors of the boutique model's demise have been greatly exaggerated
2026-02-18 View on X
Bloomberg

Source: Benchmark's 2020 fund is now worth 10x+ and 2024 fund is 3x what investors put in, based on cash distributions and the paper value of its investments

Natasha Mascarenhas /Bloomberg:

2026-02-17
Rumors of the boutique model's demise have been greatly exaggerated
2026-02-17 View on X
Bloomberg

Source: Benchmark's 2020 fund is now worth 10x+ and 2024 fund is 3x what investors put in, based on cash distributions and the paper value of its investments

Natasha Mascarenhas /Bloomberg:

Rumors of the boutique model's demise have been greatly exaggerated
2026-02-17 View on X
The Information

Benchmark hires Jack Altman, the founder of Alt Capital and Lattice, as its fifth general partner; three Alt Capital team members will join him at Benchmark

Benchmark on Tuesday said it had hired Jack Altman, the founder of early-stage firm Alt Capital and HR software company Lattice, as its fifth general partner.

2026-02-04
My timeline generally his a skew towards technology related topics and companies, but the SaaS hate/dunking on here is pretty spectacular. I'm struggling to think of any FinTwit era with so much commentary on a sector drawdown.
2026-02-04 View on X
Wall Street Journal

Software and data stocks plunge over fears that new AI developments will supplant software; ADBE fell 7.31%, CRM 6.85%, and Thomson Reuters 15.83% on Tuesday

From Legalzoom.com and Expedia to Ares and Apollo, shares of companies that sell or invest in software fell sharply on Tuesday