Björn Rieckhoff
Sharing 10 years of experience from inside the fund.
ls services/
investor-intelligence/ · Market intelligence for fundraising processes. For founders, fund managers, and family offices.
advisory/ · Strategic sparring for founders, fund managers, and family offices.
ls papers/
investor-intelligence · Mar 2026 · A systematic approach to investor matching for Pre-Seed and Seed in Europe.
capital-efficiency-as-a-virtue · Nov 2025 · From necessity to conviction: efficiency in times of abundance.
ls podcasts/
airtable-exit-bending-spoons-liquidation-preferences · Aug 2026 · From 11.7 billion to 1.28—with revenue tripling: Björn Rieckhoff and Jan Thomas discuss the Airtable exit to Bending Spoons, liquidation preferences, DPI, and why book values can be misleading.
aschenbrenner-margin-call-hedgefonds · Aug 2026 · $45 billion in AUM—of which only about $11 billion is LP capital; the rest is bank-financed leverage. Björn Rieckhoff and Jan Thomas discuss the Aschenbrenner crash, margin calls, the Citadel deal—and why the AI thesis remains intact nonetheless.
bis-warnt-ai-blase-eisenbahnmanie-dotcom · Jul 2026 · BIS Warns Against Overinvestment in AI — Björn Rieckhoff and Jan Thomas on the railroad mania, the dot-com crash, and what the Cisco vs. Nvidia comparison reveals today.