Private markets intel. 120K subscribers. 200+ firms. $63M+ raised. Built https://xitter.cf/t.co/mkolB9dpAY solo.

San Francisco, CA
Joined April 2007
996 was super low conviction. The VCs upgraded to hexadecimal and it got way worse. New piece up. metz.substack.com/p/996-was-…
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$1B+ foundations where VC's a rounding error on their balance sheet. The fund names are 100% public anyway. Hoffman, Ackman, Dalio, Dell - all backing Fund I/II/III managers. Part 1 of the Metz 50: [open.substack.com/pub/metz/p… ]
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Jane Pratt invented the Substack model in 1988. She was 24. 2M readers. She survived a national boycott. Still running the same play. New piece up. [metz.substack.com/p/ive-had-…]
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Called an all-hands on Sunday bc a 15-year-old at my high school wrote an essay so good a machine accused him of being a machine. School punished him. Family sued in federal court. I was sitting there vibrating like Bruno Mars. We're gotta hire this kid. metz.substack.com/p/can-some…
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Fund managers, quick math: SuperReturn: ~$15K all-in with travel iConnections: ~$13K Context Summits: ~$10K Virtual LP Conf on Thursday Apr 30: $0-974, from your desk. Same category of LP access. 90% less cost. Who's there? 158 LPs already reg'd. metz.substack.com/p/158-lps-…
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We need 3 LPs on a panel April 30. $1B+ AUM. VC or PE allocation history. One must go to a woman. Virtual. 45 min. 3000+ fund managers in the room. No PR bullshit. Real talk about how you actually evaluate managers. Apply: lpblueprint.com/lp-panel
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Anthropic suddenly really likes copyright very much, no really, copyright is totally cool my dude they have never had a problem with it, what are you talking about, issues takedown requests to remove 8,000+ copies of Claude Code source code wsj.com/tech/ai/anthropic-ra…
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Just published 20 free LP databases for fund managers: endowments, family offices, public pensions, etc. Also in this post: how we handle data infra and own our incidents publicly. Within 3 hours. Every time. $99/mo. Pitchbook charges $15–50K/year. metz.substack.com/p/the-free…
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Welcomed 4 firms managing $1.1B+ to LP Blueprint this week. AI funds. Global accelerators. Impact investors. CRE strategists. Same problem across all of them: fundraising with data that's months behind. New post — 3 market realities + 3 tutorials → [metz.substack.com/p/25-33-of… ]
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Ray Dalio's been in the 6th inning since 2018. Name ONE outcome that would prove the Big Cycle wrong. You can't. That's the f****** problem. metz.substack.com/p/ray-dali…
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Posted about the Han Dynasty. Nearly 300 likes. Fund managers are not who you think they are. [metz.substack.com/p/the-han-… ]
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65 full-time analysts. 28 days. $200/month. That's what we replaced. Dropping the paywall today. $10/month. No bundle. No games. Preqin and Pitchbook will be fine. Probably. metz.substack.com/p/65-full-…
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The seat-tax model is dying. Atlassian, HubSpot, Monday, Adobe: all down 20-50% in 6 months. The winners (Snowflake, Stripe, UiPath) charge by consumption, not headcount. I broke down who's winning, who's losing, and why it matters for fund managers. metz.substack.com/p/the-seat…
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JCRC OPEN LETTER: ANTISEMITIC RICHMOND MAYOR EDUARDO MARTINEZ MUST RESIGN! To the residents of Richmond, California, to elected leaders across the Bay Area, and to all who believe in public service grounded in dignity and responsibility: Richmond Mayor Eduardo Martinez is an elected official entrusted with the well-being of more than 100,000 residents, including hundreds of Jewish residents. That responsibility demands care, restraint, and respect for all communities. Unfortunately, Mayor Martinez has demonstrated an alarming and ongoing pattern of conduct that falls far short of that standard. In recent days, the mayor has posted repeatedly on LinkedIn spreading false conspiracies blaming Jews for the Bondi Beach terror attack. Such rhetoric is dangerously antisemitic, deeply offensive, and wholly unacceptable—particularly coming from a sitting mayor. Words from public officials carry weight and when those words echo antisemitic tropes they place people at risk. This behavior does not exist in isolation. Earlier this year, Mayor Martinez spoke at a conference in Detroit where he compared himself to Hamas and wore a hat that read “DDTTIDF,” an acronym calling for “Death, Death To The Israel Defense Forces (IDF).” Only two weeks after the atrocities of October 7th, he led Richmond to become the first city in the United States to pass a resolution calling for a ceasefire without including any condemnation of Hamas. Taken together, these actions reflect a consistent and deeply troubling disregard for the safety and dignity of Jewish people. They erode public trust and send a chilling message to Jewish residents that they are neither protected nor respected by their own mayor. Leadership requires accountability. When an elected official’s words and actions make a segment of the community feel unsafe and abandoned by their government, that official can no longer effectively serve. The tragic mass shooting in Sydney last week is just the latest example of how exactly this sort of antisemitic rhetoric can lead to violence. For these reasons, Mayor Eduardo Martinez must resign. No community should be led by someone whose conduct contributes to fear, division, and exclusion. This is a stark example of where toxic social media, unchecked rhetoric, and the constant demonization of Israel and Jews can lead—and why it must be confronted.
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Reading Elizabeth Nelson’s 2019 article on London Calling - happy birthday Joe! music.apple.com/us/album/wor…
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Neither saint or martyr, Joe Strummer still remains my ultimate hero for the way his endless curiosity about others stimulated a profound compassion he could never fully control. Here's a piece I wrote about 'London Calling' for the Ringer. Happy birthday. theringer.com/2019/12/17/mus…
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Adam Metz retweeted
BREAKING: Zohran Mamdani get BOOED out of a restaurant in Staten Island. "There's the communist. You are not welcome, you Jew-hating piece of sh*t. You hate this country." xitter.cf/Bubblebathgirl/status/…
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Matthew Pietras stole $15M. The institutions he touched barely saw it coming. For allocators, if governance culture tolerates deference over diligence, fraud risk compounds. Doesn't matter what sector.
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🚨 BREAKING: A federal judge has ruled that targeting the Star of David is “as racially motivated as the N-word,” after a Jewish activist was allegedly choked by CODEPINK member Janine Ali during a pro-Hamas protest in the U.S. Capitol. The activist, Kimmara Sumrall, was wearing an Israeli flag around her neck when Ali allegedly yanked it from behind, choking her. The court found this was “direct evidence of racial discrimination” and granted a stay-away order. This is the first known post–Oct 7 case using the 1866 Civil Rights Act to address antisemitic violence. This may set a big precedent for dealing with antisemitic attacks on Jews around the country. 🔗👇
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🚨 BOOM. Azealia Banks is DONE playing nice She just unleashed a legal NUCLEAR BOMB on UK music festivals for blacklisting her over "Palestine" They demanded ideological conformity. She refused. So they canceled her shows and tried to bury her. Now? She’s firing back with: 💥 £500K damage demands PER FESTIVAL 💥 Potential legal action in both the US and UK 💥 Accusations of tortious interference, collusion, and compelled speech 💥 A warning shot to the entire industry: the blacklist era is OVER. This isn’t just about her. This is about every artist who’s been told to say "FREE PALESTINE" or lose work. The reckoning is HERE. 💥
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