Altimeter Capital: From $3M to $1B in 5 years

Hello! On Monday, I went to Fenway to cheer on my Cleveland Guardians, and it was a great time. Easily, the highlight of the game for everyone was oddly the rain delay. I am not kidding.  The music was electric and fans were dancing on the big screen. It was a blast.  However, it is…

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Toast: A Compounder in the Making?

How was everyone’s weekend?! I wanted to kick off today’s newsletter with this video of a duck running in the Long Island Marathon. So inspirational, and I could not be more proud of Wrinkle The Duck.  Showtime!  Want to get these in your inbox to never miss an edition? Subscribe to The Crossover today! Toast: A Compounder in…

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How Percent is Disrupting a $7 Trillion Market

Good afternoon! Let’s all give a special welcome to one of my sisters who (finally) signed up for The Crossover after 6 weeks! I love you too!  Also, after you enjoy today’s interview with the an amazing CEO of an amazing company, get pumped for next week! Why?  We have a two part series breaking…

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Just Raised- 04/15/2022

THE BIG INTERVIEW Earlier this week, I caught up with Nick Lombardo, President and Co-founder of Arc Technologies. Arc is a cutting edge company providing non-dilutive funding to high-growth Saas companies.  In the conversation below, Nick and I discuss Acr’s massive $161M raise, if non-dilutive funding is a threat to VCs, and so much more. Enjoy! (This interview…

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Why Are the Knicks So Cheap?

Hello from New York, New York!  In honor of being in the (very hot) Big Apple, I thought it would be the perfect time to feature Madison Square Garden Sports ($MSGS) — one of the most interesting intersections between the public & private markets.  Showtime!  Want to get these in your inbox to never miss…

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World: Meet Handshake

CHART OF THE DAY We hear about Web3 all the time, but how do we know it’s legit? This chart ☝️  Closing the year, there were 18,418 monthly active developers in Web3 – nearly doubling year over year.  Some other interesting Web3 stats: 34K new developers wrote Web3 related code in 2021 4K developers work…

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