Portfolio Diversification Debate
Manu discusses the pushback he receives from LP's favoring a concentrated portfolio, while Harry shares insights on the benefits of a concentrated approach. The conversation delves into the impact of check sizes and the trend of founders skipping pre-seed funding.In this clip
From this podcast
20VC
20VC: Multi-Stage Funds Investing At Seed Are Option Value Investing, Why The Biggest Enemy For Venture Firms Is Group Think and How Running Companies Changes Your Investment Mentality with Manu Kumar, Founder @ K9 Ventures
Related Questions
How does Harry Stebbings approach investments in startups?
How does Harry Stebbings approach investments in startups as discussed in the episode 20VC: Why Portfolio Construction Is Inefficient, Why The Only Thing That Matters In Venture Is Pricing & The Future of Venture; Bundled or Unbundled with Zach Coelius?