The idea of an “anti-portfolio” reflects some of the great investments where you had the opportunity to participate but missed for one reason or another. There are many excuses, as you’ll see below, but the truth is that you completely screwed it up. This idea was first shown to me in the Bessemer Anti-Portfolio and…
At the highest level, venture investors are looking for talent and to invest behind that talent. Obviously, it must be a talent that is lined up against an interesting opportunity. Hopefully, it’s a fully complete and talented team of people with specific domain expertise but it may just be a single founder with a burning…