Earnest Sweat, GP @ Stresswood
A venture allocator at Cendana Capital discusses how data findings are timestamped, not timeless—early-stage pre-seed arbitrage has likely closed as capital concentrated in the Bay Area, and lower graduation rates suggest concentrated portfolios need more shots, not fewer. Acqui-hires and modest exits contribute equally to returns, yet venture has underinvested in portfolio management.
Read the full post on Earnest Sweat ↗
Topics: Venture Capital & Startups
Published by Earnest Sweat · their site ↗
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