The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 8 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Pompliano: Demographic diversity is the best early-stage portfolio construction strategy
“If you can get the diversification of founders, you also get the diversification of thought, perspective, industries, experiences, et cetera. And we think that's the best way to or the best way for us to build an early stage portfolio today.”
Pompliano: Historical data shows check size and follow-on decisions don't drive returns
“The only thing that correlates to outsized returns across different economic boom and bust cycles is being early in the best deals, right? So check size doesn't matter. Follow-on decision-making doesn't matter.”
Pompliano: Academic studies show VCs cannot accurately stack-rank their own portfolios
“There have been, you know, a ton of academic studies that have shown if you take an investor's portfolio and you sit them down and you say, can you please stack rank your portfolio in terms of who should have the best outcome and who should have the worst outc…”
Pompliano: Early data shows Full Tilt Capital has eliminated the VC J-curve
“Our data shows that we've eliminated the J curve. So we've already had a company that was acquired that isn't public yet, and we've had no companies go out of business.”
Pompliano: Full Tilt Capital weights decisions 90% on founders, 10% on ideas
“From our perspective, we really focus more on ninety-ten, so 90% on the founders, 10% on the idea and market.”
Pompliano: Full Tilt invested in deals no other VCs know exist
“There's a number of deals that we've invested in, That I'm a hundred percent confident there's not another venture capitalist in the world that knows about it because we were there from day one and we know that the founders never talked to another venture capi…”