Feb 28Smartest guys in the room — Private Equity engagements in the space industryUpdate 03/01/2023 15:15 CET — added Maxar, transactions of AE Industrial partners, conclusion and a note at the end. When the news broke about Maxar’s takeover by Advent International, it seemed to me the role of Private Equity funds in the space industries is underappreciated — and certainly a topic…Private Equity22 min readPrivate Equity22 min read
Jan 31Process — what to expect when pitching to Golem?This article is linked from the website under the section process. We thought to shed a light on what to expect when pitching to Golem. …2 min read2 min read
Jan 31Thesis — How do we think about space enterprise at Golem?This article is under reconstruction since February 2022. Please contact us directly with any questions.1 min read1 min read
Jan 31Topics — what excites us at Golem in 2023?This article is under reconstruction since February 2023. Please contacts us directly with any questions.1 min read1 min read
Dec 22, 2022How space companies fail. Episode 1Executive Summary — so you don’t need to actually read it There is great importance in understanding how, why and when space companies fail Failure is economically and business-wise positive development, with adverse real-world consequences and a constrain on its impact on efficiency Ways of failure can be a direct…Space19 min readSpace19 min read
Dec 15, 2022Musings on space & strategyThis article is about formulating and applying a business strategy for space companies. Functioning strategy for a space company connects a strong market understanding with a well-focused narrative. Following my advice — I should have tried to better understand the taste of my reader and come up with a sharp…Strategy5 min readStrategy5 min read
Nov 14, 2022Space is not deadFor some periods of this year, I began to feel a sense of sadness that the open doors of endless possibilities for business in space are closing. To me at the time, launch seemed like an established case, entering Starlink’s market gave not much sense and the question of “how…Space5 min readSpace5 min read
Oct 9, 2022Conflicting perspectives in a world of space VC newcomerI’m a venture capitalist de facto since early June, technically since September. I spent previous years analysing the market and transactions, so I haven’t started on the ground zero — but in my new role, I spend a lot of my effort on navigating and making sense of the contrasting…Valuation6 min readValuation6 min read
Sep 27, 2022A few remarks on Apollo Fusion:Originally I wanted to write an article with a bombastic title “The entrepreneurial powerhouse of Apollo Fusion”. Sadly, there probably isn’t enough substance to support the title and so I go with a subtle version. Originally I had two goals — make fun of Astra and describe the remarkable team…Apollo Fusion4 min readApollo Fusion4 min read
Aug 7, 2022Summer writing: How to be a good space market analyst?This is a polemic about space market analytics and what it takes to do it well. This summer, I want to spend more time with research and original thinking, and thus — writing. I have a pipeline of topics across defence, space and commerce. …Space7 min readSpace7 min read
