Portfolio Construction

Adam D'Augelli discusses the importance of portfolio construction and the business model of venture capital investing. He emphasizes the focus on fund level returns and explains how True Ventures manages funds on behalf of their limited partners.

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20VC
20VC: How To Think Through Portfolio Construction and The Business Model of VC, Why You Cannot Grow Ownership In Your Best Companies Over Time & How To Make The Space for Serendipity To Strike in VC with Adam D'Augelli, Partner @ True Ventures
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