fund one

8 statements across 7 episodes · 1 bullish · 2 bearish · 7 people on the record · first statement Nov 29, 2017 by David Waxman · across every show →

Everything said about fund one, oldest first

Nov 29, 2017 negative

Disclosure

Waxman: TenOneTen's Fund One loss ratio is extremely low, which worries him

“And so, actually, right now, our loss ratio is Fund One is extremely low, and it worries me.”

David Waxman Nov 29, 2017 ▶ 20:48 20VC: Why Convertible Notes Are Ridiculous, Why Party Rounds Are Bad For Both Founder and Investor & Why Pro-Rata Rights Are A Mess with David Waxman, Founding Partner @ TenOneTen Ventures

Jun 26, 2020

Insight

Toney: First-time VC fund managers should plan on two years without income

“We had already told GPs to plan on going two years without income.”

Lo Toney Jun 26, 2020 ▶ 20:41 20VC: How Fundraising For Funds Has Changed in The World of COVID, The Benefits of Managers Selling Part of Their GP & How To Think Through Your "Minimum Viable Fund Size" with Lo Toney, Founding Managing Partner @ Plexo Capital

Oct 20, 2021 negative

Disclosure

Nagpal Admits Vibe Capital Fund I Was Overly Diversified With 80 Companies

“So, you know, we ended up with almost 80 companies in fund one, which was very clear that it was too many and it was a little bit too diversified.”

Ankur Nagpal Oct 20, 2021 ▶ 8:09 20VC: Breaking News: Ankur Nagpal Raises $70M for Vibe Capital, What The Next Decade For Venture Will Look Like, Do VCs Actually Add Any Value & Pre-Emptive Rounds, When To Take Them and When To Reject Them

Feb 7, 2022

Assertion Not publicly verifiable

Frankel: Founder Collective Fund 1 has over 60 active companies

“So like 12 years after doing this, we've got over 60 companies in fund one that are still active.”

David Frankel Feb 7, 2022 ▶ 21:40 20VC: Biggest Lessons and Challenges Building One of the Most Successful Seed Funds, How To Manage Investor Psychology, Self-Doubt and Insecurity & The Secret to Truly Successful Venture Partnerships with David Frankel, Co-Founder @ Founder Collective

Jun 24, 2022

Disclosure

Harlem Capital Launched Fund I in 2018, Closing at $40M in 2019

“Yeah, our summer of July July of 20 18 between first and second year business school. We formally launched fund one. Ended up raising 12 and a half million dollars, our second year of business school, and then ended up closing on forty million November of 1906…”

Henri Pierre-Jacques Jun 24, 2022 ▶ 1:41 Henri Pierre-Jacques: How I Founded Harlem Capital; Our $134M Fund | 20VC #901 · 20VC with Harry Stebbings

Jun 24, 2022

Assertion Supported

Harlem Capital Secured 55 LPs for Its First Venture Fund

“And we, you know, we ended up with 55 LPs in Fund One.”

Henri Pierre-Jacques Jun 24, 2022 ▶ 16:01 Henri Pierre-Jacques: How I Founded Harlem Capital; Our $134M Fund | 20VC #901 · 20VC with Harry Stebbings

Nov 20, 2024

Disclosure

Sertoglu: Bek Ventures' Fund 1 returned capital on 12 of 15 deals

“In fund one out of 15 investments, only three of them did not return capital for us. Now, six companies are still live, but we expect to make money from all six of them, so they will not be lost. So we will have made A positive return out of, on 12 out of 15 i…”

Cem Sertoglu Nov 20, 2024 ▶ 53:04 Cem Sertoglu: Lessons from the Greatest Venture Investment in European History | E1228 · 20VC with Harry Stebbings

Aug 29, 2025 bullish

Disclosure

Harry Stebbings: Linear is likely 20VC's best Fund I investment

“I invested in Linear, and it's, I think, probably the best investment in Fund One.”

Harry Stebbings Aug 29, 2025 ▶ 45:09 20Product: Why Most CPOs are Bad | Why You Do Not Need PMs in a World of AI | Why the Design Stage is Dead and How to Use Vibe Coding to Replace It | The Three Roles All Founders End Up Firing on Repeat with Jason James @ Tezi

fund one

Everything said about fund one, oldest first

Turn any episode into a week of clips.