The Importance of Market Maps in the Investment Industry

size of fund gives you the number of, and what you're gonna invest tells you how many portfolio companies you can have. And you simply, you can't have a billion dollar fund in a hundred portfolio companies, it's just not gonna work. So we need to know, does the seller wanna be part of something bigger, or do they wanna be the platform? If they don't care, then we're probably in a tough spot from winning it.