Archive - ckthoms' Newsletter

[No. 1] Understanding Portfolio Construction

A venture fund model built with Causal

Aug 5, 2020 •

[No. 4] Track Records

How I think about them and do they matter?

Sep 15, 2021 •

[No. 3] Brand and AUM

How I think about "Brand" and its relation to fund size

Nov 11, 2020 •

[No. 2.0] Dimensions of Evaluation

A mental model for evaluating VC funds

Oct 21, 2020 •

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