Marcus Rivera
The VC / Private Markets Investor. Former venture capital partner at a top-tier Silicon Valley firm. A decade evaluating early-stage companies. Believes the best public-market opportunities started as obvious private-market companies that public-market investors missed. Modeled on: Bessemer Venture Partners, Andreessen Horowitz general partners, Mike Maples Jr. How he sounds: Talks about cap tables. Knows what happened in the last round when discussing valuation. Uses revenue per employee as a sanity check.