Our learnings on venture funds
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Our learnings on venture funds
The central point of the post below is that risk is the product of venture capital, and some managers understand that better than others.
Many of the replies talk about the futility of 'financial engineering', and how concepts like portfolio construction are less relevant to early stage VC due to the greater... See more
There are a lot of average to poor VC track records out there and bad pattern recognition/not doing the hard work is a common driver of poor performance.
When I first became an "Operator turned Investor" almost 16 years ago, I thought that making good investment decisions collapsed to an exercise in pattern recognition.... See more
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