355. Lessons for Raising an Inaugural Fund, How to Construct a Thesis, and The Shortcomings of the Traditional VC Model (Allan Jean-Baptiste and Marco DeMeireles)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
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ANSA - Concentration at Post Investment
We talked about specialization and how concentrated your model is at ANSA prior to the call today. I'd be curious to hear more about the strategy behind the heavy concentration in the portfolio. We're able to bring a pretty sophisticated set of underwriting tools to each investment, which gives us a better ability to assess risk. And so it allows us also to take a slightly more later stage growth portfolio construction and apply that slightly earlier stage.
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