Fund I
2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Sep 22, 2025 by Brian Armstrong · across every show →
Everything said about Fund I, oldest first
Sep 22, 2025
Armstrong: Ensemble targets 18-22 investments for Fund I, backing 13 so far
“When we established this fund, our target was 18 to 22 companies, and we are very diversified. We take a pretty strong diversification approach in this fund. So of the number we've invested in 13 companies against that target of 18 to 22, and so you can sort o…”
Dec 9, 2025 neutral
Newman: Emerging VC managers get locked into their Fund I thesis
“We also knew that typically emerging managers executing a fund one strategy, you're really auditioning for fund two. And the easiest way to put together a clear venture strategy is to have a thesis that's somewhat unique to you, but you become married to it fo…”