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Diversification – The Alternative to Market Timing

Rob Go

By spreading out our investment period over several years, we minimize the amount of exposure that the entire portfolio might have to sudden shocks in the market. We try to build out a portfolio with some level of diversification on the profiles of the businesses we invest in. Syndicate diversification.

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Understanding the Risks of VC Signaling

Both Sides of the Table

Chris Dixon provided some commentary on Twitter that he believes I missed “the most important point about fund size.&# He’s specifically referring to his point of view that entrepreneurs shouldn’t take seed money from “big VC’s&# (he defines them as > $100 million). Seeds deals.