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The Pooled-Risk Company Management Company

20 hours ago
  • David Heinemeier Hansson suggested startup founders should live off revenues rather than sell stock in a liquidity event.
  • Running a business requires constant attention, offering neither freedom nor security.
  • The ideal scenario is to hire a professional manager or a management company to run the business for you.
  • A management company could pool risks from multiple companies, providing insurance against market failures.
  • Such pooled-risk management companies exist in the form of acquisitions by public companies.
  • Public acquirers are fickle, but over a long enough period (e.g., five years), average behavior is like a pooled-risk manager.
  • Startups must be profitable to wait for favorable acquisition cycles.
  • Selling a company is actually the optimal version of living off its revenues.