How To Win in 2025

Step 1: What Wins did you have in 2024?
Take a sheet of paper and on the front side, make a list of wins you had in 2024.

Examples include:
Work Milestones:
* LPs: raised $mm in SPVs, raised/received commitments for $mm in Fund I, expanded relationships with key LPs
* Deal Sourcing and Investment
* Sourcing: sourced [x] deals, submitted [y] LOIs; mix of original ideas vs banker sourced deals
* Capital Deployment: deployed $[x]mm into [y] deals which demonstrate firm’s investable themes
* Firm Management: created stronger team, promoted people who demonstrated competency, added to the team, improved culture

Life/Family events: family additions/relations, house

Financial: created a clear picture of my firm’s economic model

Health: improved health; weekly exercise, trainer

Giving Back: enriched my community, helped people, taught, volunteered, donated

Emotional/Feelings: felt more confident than ever, settled in a new position, resolved conflicts that were holding me back

Step 2: What Are You Playing for in 2025?
Turn the sheet of paper over, and make a list of what Behaviors / Results you’d like to see in 2025.

Imagine it is December 2025, and write down what you’ve achieved in the past tense in the following areas; e.g. “I have…”

Work Milestones:
LPs:
Deal Sourcing and Investment
Sourcing:
Capital Deployment:
Firm Management:
Life/Family events:
Financial:
Health:
Giving Back:
Emotional/Feelings:

Step 3: What’s a CRAZY ask for 2025?
Beneath your 2025 list, write down what would be a wild outcome. A stretch far beyond what you visioned in step 2.

Step 4: Let me in on it
Take a picture and email it to me. Happy to talk through it together for 30m to make it a reality in 2025.

Your attention is your most valuable resource. Wherever you direct your attention expands.

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