6 Comments

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

Expand full comment

I look forward to more around this topic

Expand full comment

Great one here Craig! Really enjoyed it!

Expand full comment

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!

Expand full comment