Emerging Managers | Firm and Fund Management | Firm and Fund Management
Discussing Portfolio Construction with LPs: The Surface, the Math, the Execution
Portfolio Construction is one of the most complex and underestimated aspects in Venture Capital. It is complex for three reasons:...
Insightful mental model by @QEDInvestors' @fintechjunkie about the structural wrinkles in the current #VC funding ... progression.
His thoughts on non-consensus investments, truth tellers & “first-chapter specialists" marketing to readers who specialize in the middle chapters:
🤩 @BasisSet Founder @xuezhao joins the Origins Pod w co-hosts @Beezer232 (@SapphirePrtnrs) & @nchirls ... (@notationcapital) to talk:
▶️ Investment strategy on #AI, beyond LLMs
▶️ Unique perspective on #venture
▶️ Background as Corporate Dev Strategy lead at @Dropbox…
Anecdotally, SVB & other regional banks met many needs of a #VC fund & in particular for emerging managers with ... a smaller fund size. @BusinessInsider's @meliarobin discusses the banking challenges now faced👇
Commentary: @jefielding @dunkhippo33 @pilarj2020 @TurnerNovak…
💯Latest @SignatureBlock_ is out & it's a good one... Very little understood ab about raising your fund in public.... @WeekendFund did so successfully & outlined:
💲Pros vs cons & tips
💲Why other fund mngrs took this path
💲Process, materials & tools used
https://www.signatureblock.co/articles/raise-in-public
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