Ask A VC #4

Question:

Do you put money keeping existing portfolio in mind or it’s the idea that you fund.

Answer:

Hopefully I have the context right on this one. First off, we would not fund a competitor to a portfolio company. Given that, yes we have to think about the existing portfolio at all times. Further to that, as a fund matures we have to essentially go into portfolio construction mode to be sure we have placed enough bets across the ranges we care about and start to find companies in area we want to invest in but have yet to make an investment.

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