VC is having a horrible, no good, very bad year. That’s great news.
Yes, there are bright spots. Yes, 2021 was by all accounts a batsh*t year of massive volumes and massive valuations.
Why would an LP engage VO2 Partners? Answer: Counting peas
Institutional LPs engage us on their VC and PE portfolios to support them in three ways. But they mostly come down to counting peas.
Are cognitive biases killing your returns?
We’re wildly, exuberantly irrational organisms. That’s true in our lives generally. In investing specifically, we’re even worse.
