The $40M To $2B Warning
“If you were to tell me, hey, I am a $40 million fund, but don't worry, in five years I'll be a $2 billion fund, that actually worries me.”
Transcript
to play in my portfolio company. Now another red flag would be, if you were to tell me like, hey, I am a $40 million fund, but don't worry, in like five years, I'll be $2 billion fund. That actually worries me because
your role within my portfolio construction changes completely. And now, first of all, can you even get there? Second of all, even if you did, is it something that I want? No, I kind of want you because you are playing this role in my portfolio right
now. So don't feel like you have to go big all of a sudden is, I guess, what I'm trying to say. Yeah, one and I think it's a good point, right, is sometimes I think people