Happy Friday and welcome to another week of the digest!
I was fairly active this week, so grab a ☕. I actually reached the email length limit here (oops!), so I’ll share the remainder next Friday.
These weekly posts will be free and I hope you’ll consider sharing them as a way to say thank you.
Remember the interests of your counterparty
Limiting your downside is one of the most important, yet overlooked components of passive investing
Don’t give in to pressure and trust your gut
Link, also see one particular response
Always understand who’ll be making decisions at the GP, and be mindful of ambiguity
Always understand the economics of the person investing on your behalf
Link to thread
All investments are risky and everyone assumes it won’t happen to them
Sometimes things seem great, but take a turn for the worse
Don’t be too quick to judge/annoy a GP after investing
Beware of gurus:
If you’re being pressured to do something, the answer is no
Be careful with expensive courses:
Whenever you’re ready, I could help you in 3 ways:
Limited Partners:
Future positions - you’re considering investing and need an independent opinion
Existing positions - there’s a lack of communication, you’re concerned about fraud, or perhaps you got a capital call request and not sure how to proceed
LP Course - if you’re interested in reviewing investment memos to get practice vetting deals, you can reach out by replying to this email. Putting this in bold because I have one more spot available (should be starting next week).
General Partners:
Deck review - I’ll look over your marketing materials from the perspective of an LP
Investment review - I’ll provide independent feedback on an opportunity you’re pursuing
General Consulting - modeling, strategic advisory, underwriting training, and much more.
If you’d like to chat, you can click here to set up an initial consultation.