Going in assumptions as an LP
A strategy for conceptualizing investment decisions
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Going in assumptions as an LP
Welcome back! 👋
Today I’d like to touch on the going in assumption as an LP investor.
When you open up a deck for a new investment, should your “going in” assumption be:
You are investing, in which case you’d be on the lookout for convincing evidence to not invest, or
You are NOT investing, in which case you’d seek out convincing evidence to invest
The practical difference is how much evidence you need to be convinced out of a deal.
Let’s dive in: