Sublime
An inspiration engine for ideas
Andy W
@aweissman
Liam Duffy
liam.fyiAlmost every venture studio is raising $10m for fund 1. Anything more than $10m is too big for private capital. Anything less than $25m is too small for institutional. Anything in between is an abyss. Most should start with a simple SPV in the range of $3m, though to prove thesis
Jake Hurwitzx.comA capital allocator would need to have two things happening simultaneously.
- Limited fund size: The fund would need to be $150M or less, or otherwise, you’ll be back to being wholly subject to the power law.
- Equity optionality: Investors in a startup utilizing this product need to be able to get returns even if the outcome is smaller. That would req
Evan Armstrong • Venture Capital Is Ripe for Disruption
Jason Shen
@jasonshen
Exec coach helping founders and creative leaders rebound and reinvent so they do more of what matters most.
Jason Marder
jasonmarder.com
new VC funds at / below $200M in size by Shai Goldman @shaig - Google Drive
docs.google.com
Neil Mehta’s Greenoaks: The $15 Billion Silent Fund Betting on S&P 500 Caliber Founders
When Neil Mehta left D.E. Shaw at 27, he launched Greenoaks Capital with no brand, no firm history, and just one goal: investing big in businesses that could reshape the world.
Within months, he put 40% o... See more
Evan Li
@monkeyinthecity