The Shearwater team like to share our thoughts and updates on our LinkedIn profile. Please follow us there.  Below are some of our previous posts.

Passive Investing

J.P. Morgan released data this month that $90 billion has been pulled from active funds in public equity markets in 2019, while $39 billion flowed into index-style funds. Passive funds (including quant funds) now control a whopping 80% of equity assets. Passive investing has won the public markets.

read more

Why small TAMs can be good

In the early 1980s AT&T asked McKinsey to estimate how many mobile phones would be in use worldwide by the year 2000. Their conclusion was it would be a niche market of around 900,000 subscribers. They were off by 108 million.

read more

Some thoughts on ESOP

As investors in high growth tech businesses, it’s typical that our portfolio companies have an employee share option plan (ESOP) in place. ESOPs allow staff to feel ownership in a business and lets them benefit from growth in the value they directly contribute to. This is why ESOP is a common device around the world for ensuring alignment between founders and their employees.

read more

What No from Shearwater really means

Entrepreneurs should realise early that a rejection from a venture fund typically says everything about the *fund* and its internal issues, and almost nothing about your business and its likelihood of success.

read more

Get In Touch


135-153 New South Head Road

Edgecliff 2027

Call +61 410 134 007

Tell us about your company.

One of the partners will always review your submission, and we'll always reply. Here's why we think it's important.

We keep your information confidential.

PDF files only, up to 25Mb.
PDF files only, up to 25Mb.
PDF files only, up to 25Mb.
For security verification, please enter any random two digit number. For example: 40