Sublime
An inspiration engine for ideas
I'm obsessed with building a Personal Holding Company.
The idea: build dozens of cash-flowing businesses, partner with great operators to run them.
Who is/has done this effectively?
Few people come to mind:
- @jspujji
- @stephenolmon
- @levelsio
Alex Liebermanx.com
I’ve quietly invested in 30 funds over the last 8 years.
Here's what I focus on and why.
(if you want to co-invest with me as an LP, see the next tweet) https://t.co/2J9sKw23CX
A GP fundamentally needs to do eight things:
- Source companies to invest in.
- Pick companies which outperform.
- Win access to those companies.
- Value a company well and enter at an appropriate valuation
- Construct a portfolio of these companies sized to maximise LP reward and minimise LP risk.
- King-make their portfolio companies.
- Raise capital for subse
An LPs Guide to Venture Funds (Part 1) - The Unbundling and a Framework
"We help companies build, survive, and scale, but one of the main components of my job is understanding how and when the world is going to change. Our portfolio is a collage of various futures that we believe in, and our capital and expertise are assets to hopefully pull these futures forward."
Kyle Harrison • Markets, Markets, and Markets
Thread on John Armitage, founder of Everton Capital (1/n):
30% hurdle rate https://t.co/N1MEgtO4eF
121. Mission-driven biotech investing, Josh Wolfe, Co-founder & Managing Partner, Lux Capital
open.spotify.com
ANNOUNCEMENT
Enduring Ventures is launching a new initiative called Capital Partners.
And we're HIRING a CEO and Investor to lead it.
Read about it below...
(would appreciate a comment or RT for visibility)