Victor Lopez

Founder @

[Victor Lopez @lendvictor]

@antoniogm More like Middleton, WI and $1B of EV... but close enough https://t.co/0GS1Gf2nPD

[Victor Lopez @lendvictor]

@rohindhar That one was listed for $699k last summer! Wild

[Victor Lopez @lendvictor]

@CaseyMericle Check out @HonestDeed a startup that’s facilitating these types of deals

[Victor Lopez @lendvictor]

@NikMilanovic Mexicans in NYC are more recent immigrants compared to Mexicans in CA/TX and tend to come from southern Mexico where cuisine is very different from what is generally perceived as “Mexican food” ie tacos. Prob find the best mole poblano outside of Mexico in BK

[Victor Lopez @lendvictor]

@thesamparr @SaraSodineParr A lot of Lucali recs but check out Guiseppinas on 20th & 6ave. It’s run by Chris, his brother is Mark who owns Lucali. Sort of regret sharing

[Victor Lopez @lendvictor]

@NickHaschka Acumatica has a really well regarded partner program. Would start with large ACV ERP software. Other stuff like Acronis or similar security products are better paired with managed services rather than pure play VAR.

[Victor Lopez @lendvictor]

@KyleHanslovan Shhh @KyleHanslovan you might get the regulators thinking there should maybe be some regulation or something 🤷🏽‍♂️

[Victor Lopez @lendvictor]

@lukesophinos Model seems to be flipping w/ Service Titan as a good example of vSaaS taking market share w/ VC $ and then rolling up adjacent industries like pest control.

[Victor Lopez @lendvictor]

@lukesophinos Tribute is a rollup of at least 3 separate biz. Combined they own 70% of the mkt, but didn't reach scale until Providence bought. Same w/ other PE backed vSaaS (i.e. Ministry Brands). Most are bootstrapped but wonder if VC $ early would have led to one taking mkt share sooner.

[Victor Lopez @lendvictor]

@IlanStern3 @venturedan Right, but argument is that v1 of fintech lenders were just digitizing offline workflows and not leveraging alternative data to improve underwriting like v2 of today claim. Loss rates and cost of funding are extremely correlated even in a rising rate environment. Will be fun!

[Victor Lopez @lendvictor]

@venturedan So is your assumption that defaults/losses will eventually mirror those of non tech enabled lenders in the same space? Bc if access to alternative data can significantly improve the loss rate, at scale unit economics should work (fewer losses = lower coc)?

[Victor Lopez @lendvictor]

@ConorNeu 2.5 months? What is the WAL of the assets?

[Victor Lopez @lendvictor]

@ceonyc Katsuei on 7th Ave also very good