Championing Unconventional Founders During Monday Investment Committees
Consensus deals produce average returns; controversial seed investments create 100x fund returners. Here is how Associates and Principals defend outliers.
Vishal VermaCTO & Co-Founder, Dehurdle
October 20, 20234 min read
The Asymmetric Upside Defense
Recommended Spoken Script
"I know the team's early ARR is modest ($120k). But if their sub-300ms audio streaming thesis is correct, this becomes the infrastructure layer powering every enterprise voice AI roleplay globally. The downside is $1M; the upside is returning 2.5x our entire Fund IV. We should lead with conviction."
The 2-Minute Practice Drill
2-Minute Spoken Drill
The 2-Minute Practice Drill
Practice investment committee memo defense in Dehurdle's Venture Partner Simulator.