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The Venture Arrogance Score: A simple formula to evaluate a VC firm's business modelWhat percent of "total annual startup value creation" does that fund need to capture in order to generate their desired return.You just need five numbers to calculate it...1) Fund Size and Investment Window (this is simple...just take the size of their last fund -- ... See more
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VCs have adopted a home run approach. They expect to fail most of the time, but when they win, they win big.
Ilya Strebulaev • The Venture Mindset: How to Make Smarter Bets and Achieve Extraordinary Growth
Fantasy Capital
investing1012dot0.substack.com
As we rely on same agents trained on overlapping data, we will see the emergence of an efficient market theory of venture capital—a troubling prospect for an industry built on information asymmetry.
Lawrence Lundy-Bryan • data-driven VC is over
VC is a finding and picking the winners game. Having explored the shortcomings in the respective stages, major areas for improvement in the sourcing stage are more comprehensive coverage of potential investment opportunities (this is what I call the “identification”) as well as more complete, unbiased, and accurate data on the respective companies ... See more