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The way I think about it is that private markets are just a giant PDF. There's no ticker, there's no price discovery, there's no market. And so the question is: who has the best PDF? Who has the most information? Who has done the most work?

Invest Like the Best with Patrick O'Shaughnessy
2d ago

Unlike most firms chasing power law outcomes, Lead Edge is designed to deliver consistent returns by talking to thousands of companies a year, applying a rigorous eight-point criteria to filter down to a handful of investments, and leveraging a uniquely constructed LP base of world-class executives and entrepreneurs.

3mo ago

Underscored — save the words that stop you in your tracks.

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