Founders Play Your Own Game

• I pay a lot of fees, and my money is completely locked up

VC should be very hard

• NASDAQ 100 ( QQQ ) performance: 20 years 14.5% , 10 years 18.7%

What I expect from VC GPs

• 10 Year Fund , MoIC 5X, DPI 1X by Year 8, IRR > 20% • Power law portfolio construction • The skill to SELL investments • Non-Consensus Alpha seeker

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