Publications

06 Sep 2016
First Look

September 6, 2016

buyer characteristics. Consider the experiences of condo developers targeting retirees who wanted to downsize their homes. Sales were weak until the developers realized their business was not construction but transitioning lives. Instead of adding more features to the... View Details

Keywords: Carmen Nobel

April 2022 (Revised August 2022)
Case

Antler

By: Dennis Campbell and Iuliana Mogosanu

The case describes the founding, development, and scaling of Antler, an early-stage investment platform that invests in entrepreneurs pre-team and, in many cases, even pre-idea. The case explores the economics of venture capital investing at such an early stage and the... View Details

Keywords: Platform; Technology; Analytics; Venture Capital; Entrepreneurship; Information Technology; Expansion; Financial Services Industry

February 2018 (Revised June 2021)
Case

New Constructs: Disrupting Fundamental Analysis with Robo-Analysts

By: Charles C.Y. Wang and Kyle Thomas

This case highlights the business challenges associated with a financial technology firm, New Constructs, that created a technology that can quickly parse complicated public firm financials to paint a clearer economic picture of firms, remove accounting distortions,... View Details

Keywords: Fundamental Analysis; Machine Learning; Robo-analysts; Financial Statements; Financial Reporting; Analysis; Information Technology; Accounting Industry; Accounting Industry; Accounting Industry; North America; Tennessee

Web

Ludcke House | About

After his retirement from Putnam in 1965, Ludcke continued his influence in the industry as the widely read author of “The Human Side of Investing,” a syndicated financial column that ran in 17 newspapers across the country. In addition,... View Details

05 Nov 2021
Op-Ed

Is the Business World Finally Ready for the Wisdom of Shibusawa?

Eiichi Shibusawa continues to gain influence in Japan—even though he died almost a century ago. Japan’s government announced earlier this year that the 19th century business leader would be the face on 10,000 yen ($90) bank notes—the highest value denomination in... View Details

Keywords: by Geoffrey Jones and Rei Morimoto; Financial Services; Retail

March 2021
Case

Yale Investments Office: November 2020

By: Josh Lerner, Jo Tango and Alys Ferragamo

David Swensen and the Investments Office staff must decide whether to continue to allocate the bulk of the university's endowment to illiquid investments—hedge funds, private equity, venture capital, real estate, natural resources—given the impact of the COVID-19... View Details

Keywords: University Endowment; Asset Allocation; Real Estate; Equities; Fixed Income; COVID-19; Asset Management; Private Equity; Venture Capital; Natural Resources; Resource Allocation; Investment; Investment Portfolio; Health Pandemics; Financial Crisis; Financial Services Industry; Financial Services Industry; Financial Services Industry; Connecticut

Fast Answer

Capital IQ: Introduction, Help, Etc.

How to use Capital IQ. Capital IQ is an information service that is particularly relevant to those who are interested in investment banking, investment management, private equity, and corporate/business development.Login to View Details

October 2018
Case

Accomplice: Scaling Early Stage Finance

By: Ramana Nanda, Raffaella Sadun and Olivia Hull

Accomplice, an early-stage venture capital firm based in Boston, is raising its second fund in November 2017. Since 2009, the firm has followed a seed-led investment model, investing in tech companies at the earliest stages, often when products and business models are... View Details

Keywords: Early Stage Finance; Seed Finance; Scouts; Venture Capital; Business Startups; Private Equity; Investment Portfolio; Organizational Structure; Organizational Change and Adaptation; Partners and Partnerships; Networks; Adaptation; Corporate Strategy; Technology; Financial Services Industry; Massachusetts; Boston; Cambridge; United States

07 Jul 2003
What Do You Think?

Can We Have Too Much Productivity Improvement?

improvements improve life somewhere in the globe, but not necessarily in the U.S.A." Bill Donohue wrote that "In the 20's ... the root cause may perhaps have been the massive building of low cost assembly line-based industrial... View Details

Keywords: by James Heskett

08 Mar 2022
Blog Post

Recalling My First Cold Call: A Conversation with Second-Year Students

Entrepreneurship Club, and the Women In Investing Club. After graduation she will be joining Amazon as a senior technical product manager in Amazon Web Services (AWS), where she completed her internship last summer. What do you remember... View Details

31 Jul 2018
First Look

New Research and Ideas, July 31, 2018

doctor, palliative care specialist, nurse coordinator, clinical pharmacy specialist, and behavioral and social service specialists. The team focuses on the highest-risk patients to see if the new, proactive care model can improve patient,... View Details

Keywords: Dina Gerdeman

August 2012
Case

Jess Westerly at Kauflauf GmbH

By: John J. Gabarro and Colleen Kaftan

Jess Westerly is the assistant product owner of CRM applications for computer and office supply wholesalers and retailers at Kauflauf, a fast-growing provider of subscription enterprise software headquartered in Heidelberg, Germany. Only months into her job, outsider... View Details

Keywords: Applications and Software; Organizational Culture; Organizational Change and Adaptation; Change Management; Leading Change; Behavior; Salesforce Management; Social and Collaborative Networks; Planning; Web Services Industry; Germany

04 Apr 2018
Research & Ideas

Smart Cities are Complicated and Costly: Here's How to Build Them

Chombosan Much promotion of smart cities assumes that municipalities will take a proactive, top-down, technology-first approach to urban progress. Thus far, these initiatives look for some forward-thinking city official (or immensely deep-pocketed private investor) to... View Details

Keywords: by John Macomber; Construction; Green Technology

March 2025
Case

Harvey: AI for Lawyers

By: Suraj Srinivasan, Charles Krumholz and Radhika Kak

In early 2025, Winston Weinberg and Gabe Pereyra, co-founders of Harvey AI, reflected on the company’s meteoric rise as a pioneer in AI-powered legal technology. Since its founding in 2022, Harvey had transformed how lawyers approached research, drafting, and document... View Details

Keywords: Innovation Strategy; Business Startups; AI and Machine Learning; Technological Innovation; Growth and Development Strategy; Product Positioning; Legal Services Industry; Legal Services Industry; New York (city, NY); San Francisco; London

January 2013 (Revised October 2013)
Case

Chef Davide Oldani and Ristorante D'O

By: Gary Pisano, Alessandro Di Fiore, Elena Corsi and Elisa Farri

This case examines the unique business model of Ristorante D'O, a high end gourmand restaurant located near Milan, Italy. Founded by Chef Davide Oldani, D'O offers meals at approximately one-third the price of other Michelin starred restaurants. Oldani has made this... View Details

Keywords: Business Model; Expansion; Creativity; Competitive Strategy; Retail Industry; Retail Industry; Milan

June 2000 (Revised December 2001)
Case

Performance Pay at Safelite Auto Glass (A)

By: Brian J. Hall, Edward Lazear and Carleen Madigan

Describes a company's changing of its compensation and incentive plan. In particular, it shows how a change from hourly pay to piece rate pay (for windshield installers) affected productivity, pay, and turnover. View Details

Keywords: Motivation and Incentives; Performance Productivity; Change; Compensation and Benefits; Service Industry; Service Industry

September 2015
Case

GovDelivery

By: Mitchell Weiss

Is government the biggest, worst customer in the world? And is that a reason for venture investors to back companies that sell to government or to stay away? It had been seven years since Scott Burns joined his friend Zach Stabenow to get a company called GovDocs off... View Details

Keywords: GovDelivery; Public Entrepreneurship; B2G; Business-to-Government; Scott Burns; Entrepreneurship; Government Administration; Venture Capital; Information Technology Industry; Information Technology Industry; Information Technology Industry; Minnesota; United States