6 Comments

This is one of the best-crafted thought pieces on portfolio construction I have come across.

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I look forward to more around this topic

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Great one here Craig! Really enjoyed it!

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Craig, this is an incredible post. Thanks for sharing! Curious to know your take on this: I'm planning on drafting a multi-stage fund model where the later stage investments are not necessarily all "graduations" from Seed but a combination of graduations AND new investments at that stage (say Series A or B). Would you say the most effective work-around is to adjust the current inputs to link the initial check size to each stage rather than Seed only? Thanks!

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Hey Diego. Unfortunately, I think if you want to have both graduations and new investments I think the best route is to build out more inputs/variables. I wish I had a better answer.

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Agreed. Thanks Craig. Again, awesome post!

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