Claire Lecarpentier·Nov 22, 2021Doing research and fighting your biases as an active investorThis article was originally published at https://portfolios.substack.com on November 22, 2021. The goal is to bring a holistic perspective…
Claire Lecarpentier·Aug 26, 2020Snowflake — S1This write up should not be understood as financial advice. All views are exclusively my own.A response icon4A response icon4
Claire Lecarpentier·Aug 25, 2020Asana — S1 analysisOn August 24th, Asana filed for IPO through direct listing (similat to Slack).A response icon3A response icon3
Claire Lecarpentier·Jun 7, 2020Docusign analysisDisclosure: I have owned the Docusign stock since 2018. All investment / financial opinions presented below is from personal research and…
Claire Lecarpentier·Mar 1, 2020Procore S-1 AnalysisProcore Technologies, Inc., a provider of construction management software, filed its SEC S-1 form on February 28th, 2020. Goldman Sachs…A response icon2A response icon2
Claire Lecarpentier·Jan 23, 20202019 Enterprise software IPOsOver the past few weeks I compared 7 high growth enterprise software companies which filed for IPO in 2019. Before we moved into the…
Claire Lecarpentier·Dec 28, 20192019 in Enterprise software2019 was very eventful in Enterprise software. Below is a recap of the trends I saw in the market. I would be happy to discuss more. Please…
InDataDrivenInvestorbyClaire Lecarpentier·Aug 27, 2019How to get started in Angel investing?I have been doing angel investing for a few years now but I am still early in my journey. As I make progress, I wanted to share a few…A response icon1A response icon1
Claire Lecarpentier·Jan 15, 2018Artificial Intelligence in Fintech — from the NYSE -I went to a great conference about Artificial Intelligence in Fintech on Friday, January 12th and wanted to share a few thoughts on what I…
