The Ledger
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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: 'Founder-friendly' VCs still weigh ideas 50-50 against founders
“Most of the investors who talk about being founder-friendly, they're talking about the investment terms, the way they interact with founders et cetera, but they're still making decisions based on closer to a fifty-fifty on the company idea and the founders.”