382. Why Optimizing for Ownership is a Trap, The Future of Seed Investing, and The Opportunity in Consumer Social (David Tisch)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
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The Importance of Portfolio Construction
I want to get into portfolio construction because I feel like this is a hot button. All of a sudden we have all these funds that raised in 2020, 2021, now they're going back to market and they realize LPs are looking for certain principles. And you guys have sort of booked some of those principles because you have a lot of early stage firms that are optimizing for ownership. Yeah, our passion is to work with founders at the earliest stages. Our passion is not to take our business model and put it in front of the founders.
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