How Portfolio Concentration in One Sector Affects a VC's Follow-On Capacity
Founders should verify follow-on capacity before depending on insider checks.
Priya Subramaniam
Section
Portfolio Construction
7 stories in Portfolio Construction.
How VCs Decide Which Portfolio Companies Get Board Seats vs. Observer Rights
Lead status and investment size predict board seats.
Priya Subramaniam
How Multi-Stage Funds Manage Seed Investments Relative to Series A Priorities
Multi-stage funds balance seed bets against Series A options.
Priya Subramaniam
Post-Close Investor Relations Infrastructure for Seed Stage Companies
How to build investor relationships during the 616-day gap between seed and Series A.
Jin-ho Rhee
Power Law Portfolio Construction and What It Means for Seed Founders
Most venture returns concentrate in a single outlier company, reshaping how founders should pitch.
Claudette Ferrand
Pro-Rata Rights Mechanics and What They Signal to New Investors
Existing investors' decision to participate signals conviction more than dilution protection.
Marcus Oyelaran
How VCs Allocate Reserves for Follow-On Investments
VCs reserve 40-60% of capital before writing any checks.
Claudette Ferrand