View from Seed

AUGUST 17, 2021

You’ll never have the staying power to commit when things get tough or to get really good and build real differentiation if you just keep jumping to the next new thing. I can tell a story looking backwards why our LP base was carefully constructed. This was in 2011, and I still remember that warning. I’m glad I didn’t listen.

IRR 205

IRR Dilution Founder Portfolio 205

View from Seed

AUGUST 17, 2021

You’ll never have the staying power to commit when things get tough or to get really good and build real differentiation if you just keep jumping to the next new thing. I can tell a story looking backwards why our LP base was carefully constructed. This was in 2011, and I still remember that warning. I’m glad I didn’t listen.

IRR 156

IRR Dilution Founder Portfolio 156

View from Seed

AUGUST 17, 2021

You’ll never have the staying power to commit when things get tough or to get really good and build real differentiation if you just keep jumping to the next new thing. I can tell a story looking backwards why our LP base was carefully constructed. This was in 2011, and I still remember that warning. I’m glad I didn’t listen.

IRR 136

IRR Dilution Founder Portfolio 136

The Equity Kicker

JULY 8, 2019

As a result VCs who didn’t want to only compete on price began looking for ways to differentiate their money from the money of other investors and started deploying the strategies listed above. Business model. The GP-LP structure used by most funds is a brake on innovation here too. And what’s holding it back?

Portfolio 84

Portfolio LP Venture Capital Partner 84