https://crossingthepond.co.uk/blog daily 1.0 2023-05-05 https://images.squarespace-cdn.com/content/v1/5f86f0f1d98b1e341431f39b/1604836904632-01L7WOKS05I44MV2YY3S/eyeem%2Blogo.jpg Blog https://crossingthepond.co.uk/blog/stormy-weather-at-tpvg-part-two monthly 0.5 2023-05-04 https://images.squarespace-cdn.com/content/v1/5f86f0f1d98b1e341431f39b/91c5abe8-17f9-4e87-b093-63bd2cade417/iceberg.jpeg Blog - Stormy weather at Triplepoint Capital (NYSE: TPVG) (part 2 of 2) - Make it stand out An iceberg of total debt into TPVG’s portfolio companies https://images.squarespace-cdn.com/content/v1/5f86f0f1d98b1e341431f39b/40b6258a-e8d0-4ac4-b63f-2a8722ca747a/artworks-cNA28gj0tn9T-0-t500x500.jpeg Blog - Stormy weather at Triplepoint Capital (NYSE: TPVG) (part 2 of 2) - Make it stand out “Oh, I can't go on, can't go on, can't go on Everything I have is gone Stormy weather, stormy weather” Etta James (1960) https://images.squarespace-cdn.com/content/v1/5f86f0f1d98b1e341431f39b/b4720ae4-d69c-4527-9a66-444f326d774b/Screenshot+2023-05-03+at+12.51.16.jpg Blog - Stormy weather at Triplepoint Capital (NYSE: TPVG) (part 2 of 2) - Make it stand out Mid-case where 14% (i.e. 50% of 28% high risk consumer bucket that hasn’t raised for more than 2 years) loan losses/principal postponement and credit facility recalled https://images.squarespace-cdn.com/content/v1/5f86f0f1d98b1e341431f39b/de5506a7-ebfe-4b53-a851-22d090ed207e/Screenshot+2023-05-03+at+12.51.11.jpg Blog - Stormy weather at Triplepoint Capital (NYSE: TPVG) (part 2 of 2) - Make it stand out Downside case where 22% (i.e. 80% of 28% high risk consumer bucket that hasn’t raised for more than 2 years) loan losses/principal postponement, higher drawings from portfolio and credit facility recalled https://crossingthepond.co.uk/blog/stormy-weather-ahead-at-triplepoint-capital-nyse-tpvg-part-1-of-2 monthly 0.5 2023-05-03 https://images.squarespace-cdn.com/content/v1/5f86f0f1d98b1e341431f39b/bbe8e7ff-24f8-4215-943b-0e05fe5aff03/x0mmvjfieuhmc_600.jpeg Blog - Stormy weather at Triplepoint Capital (NYSE: TPVG) (part 1 of 2) - Make it stand out “Don't know why There's no sun up in the sky Stormy weather” Etta James (1960) https://images.squarespace-cdn.com/content/v1/5f86f0f1d98b1e341431f39b/47a37376-338b-4c18-8f49-0a0678a9b6f5/Screenshot+2023-05-02+at+09.59.54.png Blog - Stormy weather at Triplepoint Capital (NYSE: TPVG) (part 1 of 2) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5f86f0f1d98b1e341431f39b/5ab97883-ed2d-4a6b-ab9b-fdb062c6afc3/Screenshot+2023-05-02+at+10.00.16.png Blog - Stormy weather at Triplepoint Capital (NYSE: TPVG) (part 1 of 2) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5f86f0f1d98b1e341431f39b/99c363c9-00c4-4d1f-bcb5-1b1ca5cb8e9c/ftUDhF4o.jpeg Blog - Stormy weather at Triplepoint Capital (NYSE: TPVG) (part 1 of 2) - Make it stand out Nassim Taleb’s Thanksgiving Turkey example (from The Black Swan) https://crossingthepond.co.uk/blog/the-lending-opportunity-in-vertical-software monthly 0.5 2023-03-14 https://images.squarespace-cdn.com/content/v1/5f86f0f1d98b1e341431f39b/e98d8f72-74c2-4c26-aa1e-da47440b0214/Screenshot+2023-02-23+at+11.49.42+%282%29.png Blog - The lending opportunity in vertical software: - Make it stand out Summary value chain for lending program https://images.squarespace-cdn.com/content/v1/5f86f0f1d98b1e341431f39b/f8fce5dd-bf56-4cde-a6f9-b246d2871d64/Screenshot+2023-03-07+at+10.20.06.png Blog - The lending opportunity in vertical software: - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://crossingthepond.co.uk/blog/integration-as-a-service-the-modern-day-railroad monthly 0.5 2022-08-10 https://images.squarespace-cdn.com/content/v1/5f86f0f1d98b1e341431f39b/e8058c24-8023-406c-bb7d-18d773a676ef/Borders-Railway-track-laying.jpg Blog - Integration-as-a-Service: The modern day railroad - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://crossingthepond.co.uk/blog/earning-the-right monthly 0.5 2022-03-18 https://images.squarespace-cdn.com/content/v1/5f86f0f1d98b1e341431f39b/f87d1494-d0e3-4080-a302-598a61f280ee/dsc_0695_z1.jpg Blog - Earning the right - Make it stand out Gang Starr ‘Hard to Earn’ (1994) https://crossingthepond.co.uk/blog/revenue-loans-new-year-better-math monthly 0.5 2022-02-03 https://images.squarespace-cdn.com/content/v1/5f86f0f1d98b1e341431f39b/7b3e2754-65bd-4927-9733-1dc05a24317e/rpbinhood.png Blog - Revenue loans: New year, better math please - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5f86f0f1d98b1e341431f39b/f99b403d-b9e8-4ea0-a14d-d5eb6db02e88/Picture1.png Blog - Revenue loans: New year, better math please - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://crossingthepond.co.uk/blog/finance-teams monthly 0.5 2020-11-04 https://images.squarespace-cdn.com/content/v1/5f86f0f1d98b1e341431f39b/1604399253665-VDG56MA74JAU47GEJFMZ/product%2Bfinance%2Bfunnel.jpg Blog - Thinking upstream in product and finance Many management teams and boards focus their efforts on leading indicators (i.e. KPIs) right of the red dotted line instead of looking at product metrics that sit upstream of renewals/cash from customers https://images.squarespace-cdn.com/content/v1/5f86f0f1d98b1e341431f39b/1603806530438-LJ2R8557HJ287798QESL/covid-impact-chart-1.png Blog - Thinking upstream in product and finance NEA’s research piece ‘Enterprise Software in a Remote World: COVID-19's Continued Impact on Business’ https://crossingthepond.co.uk/blog/line-item-investing monthly 0.5 2020-11-06 https://images.squarespace-cdn.com/content/v1/5f86f0f1d98b1e341431f39b/1602752253538-BDR8IVLP3OC94UEE8XMB/FinancialStatements-02-FreshBooks.width-800.png Blog - Line-item investing - Line-items in a PnL https://crossingthepond.co.uk/blog/first-past-the-post monthly 0.5 2020-11-06 https://images.squarespace-cdn.com/content/v1/5f86f0f1d98b1e341431f39b/1602682240761-XRXOAEWMB69INQ2POEZ3/1500x500.jpeg Blog - First (past the) post https://crossingthepond.co.uk/blog/category/Finance+and+Strategy monthly 0.5 https://crossingthepond.co.uk/blog/category/Investment+perspectives monthly 0.5 https://crossingthepond.co.uk/blog/category/Infrastructure monthly 0.5 https://crossingthepond.co.uk/blog/category/Capital+raising monthly 0.5 https://crossingthepond.co.uk/blog/category/Software+infrastructure monthly 0.5 https://crossingthepond.co.uk/blog/tag/vertical+software monthly 0.5 https://crossingthepond.co.uk/blog/tag/software monthly 0.5 https://crossingthepond.co.uk/blog/tag/Finance monthly 0.5 https://crossingthepond.co.uk/blog/tag/loans monthly 0.5 https://crossingthepond.co.uk/blog/tag/lending+fund monthly 0.5 https://crossingthepond.co.uk/blog/tag/Product monthly 0.5 https://crossingthepond.co.uk/blog/tag/Reporting monthly 0.5 https://crossingthepond.co.uk/blog/tag/COVID monthly 0.5 https://crossingthepond.co.uk/blog/tag/cost+of+capital monthly 0.5 https://crossingthepond.co.uk/blog/tag/strategy monthly 0.5 https://crossingthepond.co.uk/blog/tag/debt monthly 0.5 https://crossingthepond.co.uk/blog/tag/integrations monthly 0.5 https://crossingthepond.co.uk/blog/tag/europe monthly 0.5 https://crossingthepond.co.uk/blog/tag/public+fund monthly 0.5 https://crossingthepond.co.uk/blog/tag/finance monthly 0.5 https://crossingthepond.co.uk/about daily 0.75 2020-10-14 https://crossingthepond.co.uk/about-1 daily 0.75 2024-10-29 https://images.squarespace-cdn.com/content/v1/5f86f0f1d98b1e341431f39b/1602680129260-XMGGZ7P7SEIW2XOQILBA/George%2BBartlett.jpg About https://crossingthepond.co.uk/contact daily 0.75 2020-10-15