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#053 Rolling Fun #4: Q4 Portfolio Recap, Crypto Long-view, Uncapped Notes, and Fund Growth

Smart Friends

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We're a Fund of Funds Now We Do Have a Deck

A year in we have like 12 15 great companies that i think we are impressed by the quality of our fund. We can basically double or triple the size of the fund still and provide great returns be even more useful to founders by writing bigger checks and less calls. The real test will be when we're at five million and somebody offers us five more and we will have to say no. It's exciting to sort of start working with like institutions and fund of funds and family offices well that being said we're still a like my cap is still three to five ish right?

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