The General · Investment & Funds
The first-pass read, on everything. Not just what arrived warm.
Your General screens against your thesis, builds the first read on a company and its founders, keeps the live pipeline current, and has the memo ready before the committee asks for it.
What you would hand it
Screen against your thesis
Not a keyword filter. The companies that fit what you actually invest in, with the reasoning attached.
Build the first-pass read
The company, the founders, the traction and what is really behind an announcement.
Assemble the comparison set
Who else is doing this, how they differ, and where the company you are looking at actually sits.
Read what is not in a database
The founder's history, the customer signal, the thing the deck left out.
Work from your own materials
Drop the deck, the data room export or the thesis in and it uses that context everywhere.
Keep the live pipeline honest
What is still open, what moved, and which conversation has gone quiet since the last committee.
Prepare the partner
The read in front of you before the founder call, not written up after it.
Sit in the founder call
It joins, takes the notes, and keeps the transcript.
Turn the call into diligence
The questions it raised become dated work rather than a note you meant to write up.
Draft the memo
The one-pager or the committee memo, written from the work rather than from memory.
Keep after founders and referrers
The referral source who sends you deals is maintained between the deals.
Reach the ones nobody introduced
An individual first approach to a founder you found rather than one who found you.