Smart Friends

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

Dec 13, 2022

01:39:31

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Episode notes

Bread and What's Ecology

01:35

iCUT Is a Robotic Cutter and It's a Great Product to Be on Shelves in 12 Months or So.

01:52

Is That the Next 100 X Candidate?

01:39

Introduction

4min

Crypto Has Imploded, Don't You Think?

2min

Is This the Dot Com Bust Moment of Cryptocurrency?

3min

What's Your Like Before You Invest?

1min

Do I Want to Be a Part of This Great Story?

4min

Blockchain and Crypto

3min

What's the Debrief on Cryptocurrency?

3min

The Sandwich Feed Is on Fire.

2min

The Q4 Portfolio Updates

3min

10.

Is Version Control Really a Great Tool for Podcast Production?

2min

11.

Is There a Midwest Access Fund?

2min

12.

Is That the Next 100 X Candidate?

2min

13.

Is That a Great Idea for Hardware Engineers?

2min

14.

LP Referrals - I Love the Referral

2min

15.

LP Referrals - You've Got a Pear Tree?

4min

16.

Is This Really a Venture Capital Fund?

5min

17.

We're a Global Fund

3min

18.

I'm Not Dead Sorry You Can Call Me

2min

19.

Investing in Cryptocurrencies Is a Very Early Stage Investment

2min

20.

How to Write Good Investor Updates

2min

21.

Bread and What's Ecology

2min

22.

Second Hand Moist Maker

2min

23.

Glyph Glyph

2min

24.

iCUT Is a Robotic Cutter and It's a Great Product to Be on Shelves in 12 Months or So.

2min

25.

Twitter and Elon Bow

2min

26.

Twitter Ad Sucks So Bad Yeah Yeah Yeah I Hope So

3min

27.

Investing in an Uncapped Convertible Note

2min

28.

What's the Cap on a Convertible Note?

3min

29.

Investing in Uncapped Notes Is Not a Good Idea

3min

30.

Is There a Cap on Uncapped Notes?

2min

31.

Early Stage Investing

2min

32.

Investing in a Price Round

3min

33.

Uncapped Convertible Notes

2min

34.

How to Write a Check and Get a 10 Million Dollar Valuation and You Know It Goes Like a Billion

2min

35.

The 100 X Rule Is a Hit Through the Right Business When Things Are Moving Fast

4min

36.

Getting a Price to Go and Raising the Round

2min

37.

I'll Give You a Shot but I Think It Makes Sense

2min

38.

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

4min

39.

Rolling Funds Continue to Impress and Astonish

4min

Links:

Topics:

(5:34) - Crypto has imploded, thanks FTX! What’s the long-term play?

(21:00) - Life and news updates

(23:20) - Q4 Investment updates

(1:01:00) - Elon and Twitter

(1:06:22) - Discussing the pros and cons of an uncapped Convertible Note and investment philosophies

(1:31:27) - Fund Growth Updates

>> Invest in early-stage companies alongside Eric and his partners at Rolling Fun: https://angel.co/v/back/rolling-fun

>> Join the free weekly email list at ejorgenson.com/newsletter

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>> Give the podcast a positive review to help us reach new listeners

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Smart Friends

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

Bread and What's Ecology

iCUT Is a Robotic Cutter and It's a Great Product to Be on Shelves in 12 Months or So.

Is That the Next 100 X Candidate?

Get the Snipdpodcast app

AI-poweredpodcast player

Discoverhighlights

Save anymoment

Share& Export

AI-poweredpodcast player

Discoverhighlights

Get the Snipd
podcast app

AI-powered
podcast player

Discover
highlights

Save any
moment

Share
& Export

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Discover
highlights