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
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.”
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…”
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.”
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.”
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.”
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…”
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.”
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.”