Fund Differentiation

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Related source — Hunter Walk on thesis vs. portfolio

Hunter Walk, March 2018: “Your portfolio page is your thesis. It’s where you’ve committed dollars, not just Medium posts.” The canonical statement of the idea, and directly about fund differentiation — Walk’s target is investors “espousing differentiated theses” where “sometimes there’s substance behind these statements; others are rickety content marketing.”

Archived in full in Building a Product-Led Venture Fund § “Your portfolio is your thesis”, which is where Kyle will write from. Source: https://hunterwalk.com/2018/03/28/for-vcs-your-thesis-is-your-portfolio-page-everything-else-is-just-hopes-and-dreams/

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