The full thesis

Read the full 16|18 thesis.

The whole case for Fund I: the evidence behind the three forces, our track record, how we build the portfolio and the fund terms. Tell us where to send it and it will be in your inbox in a minute.

  • Why the window is open now, fully sourced
  • Every company we have backed and where it is today
  • Portfolio construction, return math and Fund I terms

For accredited investors. Nothing here is an offer to sell securities.

← Back to the thesis overview

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