LP Digest #89
Deal assumptions, marketing vs investing, data centers, and more
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This is an older post (Aug 2022) that popped up in my feed recently. Worthwhile looking this over to in retrospect to see just how crazy some assumptions were (while still raising capital). A good reminder for LPs that just because a deal raises money doesn’t mean you missed out.
Important for LPs to understand the difference between investment expertise and marketing - putting the original post here along with a relevant response below.
A lot of conversations around data centers and what’s required to build them - not meant to be a political post whatsoever, I just thought this was a fascinating stat
Pretty fascinating for those who follow development and the housing cost debate at large
Two posts with some notes from my recent NYC trip that might help GPs and LPs
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