Is it time to double down?
A letter to LPs on GP Concentration
Welcome back and happy Friday!
I was planning on dropping this article around Thanksgiving, but some things just can’t wait.
I keep coming across LPs who reinvest with GPs, and I think it’s time to dissect the topic in detail:
What signals are bad reasons to reinvest with the same GP?
What signals are good reasons to reinvest with the same GP?
