
Humba II: Doubling Down on Deep Tech

The Hype Cycle Giveth, And Taketh Away: Ushering in a New Business Model for Pre-Seed Funds to Survive & Thrive In The New Normal
Sydney Thomasfirmbuildingchronicles.substack.com
HumanCo
humanco.com
Announcing our $50 million fund to elevate product & design acro…
mirror.xyz

venture capital is the business of risk taking.
Arlan Hamilton • It's About Damn Time: How to Turn Being Underestimated into Your Greatest Advantage
But I thought a better way of thinking about how we manage our portfolios is to think about it as a funnel. If we do 36–40 deals in a Seed Fund, somewhere between 25–40% would likely see big up-rounds within the first 12–24 months. This translates to about 12–15 investments.