How many do you have to see to make one investment? — Put real numbers on your funnel and two things become obvious: how fast a first look has to be, and how much sourcing you actually need to support the portfolio you are trying to build. (12 min)
Why what comes to you is a biased sample — The opportunities that push hardest for your attention are drawn from a worse pool than the ones that do not need to push, and urgency is the tell. (9 min)
A process you actually run beats a better one you do not — Screening only compounds if it is written down, identical every time, and produces a record - which is what turns a year of declined opportunities into knowledge about a category. (11 min)
Being findable and useful beats hunting — Proprietary deal flow comes from relationships and reputation built before you need them. Writing publicly, helping operators and being easy to reach compound over years in a way that outreach campaigns do not. (11 min)
Spend the first meeting listening for what is specific — A first meeting is for finding out whether the opportunity fits your thesis and whether the founder's claims are specific enough to check. Structure it, ask for facts, and leave with a clear next step. (11 min)