This is probably the wrong tactic. Smaller, emerging funds should operate like majors, leaving more niche, boutique investing to the later stages.
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Replying to @jmj @DelJohnsonVC
I second your disagreement. expert opinion is redic.
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Replying to @DanielleFong @jmj
The conventional view is Jeff's. It's how 95% of emerging managers sell their funds to LPs. But since emerging funds are usually smaller and earlier than legacy funds, the effect of that thinking is to constrain the number and types of companies that receive investment.
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Replying to @DelJohnsonVC @DanielleFong
Ha. Not how I sold my fund to my LPs. But thanks for calling me conventional.
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Replying to @jmj @DanielleFong
Del Johnson Retweeted Del Johnson
https://twitter.com/deljohnsonvc/status/1251944611628625921?s=21 …https://twitter.com/DelJohnsonVC/status/1251944611628625921 …
Del Johnson added,
Del Johnson @DelJohnsonVCDon’t let VCs and LPs play the parlor trick of accusing you of personal insults when you critique a networked based system by saying it has a people problem. The system was purposefully built and is maintained by personalities and relationships. That’s a choice.Show this thread1 reply 0 retweets 0 likes -
Replying to @DelJohnsonVC @DanielleFong
You really know how to bring good vibes to a Twitter thread.
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Replying to @jmj @DanielleFong
This is an important conversation. I’d rather have good strategy than good vibes.
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Replying to @DelJohnsonVC @DanielleFong
I didn’t mention anything about my strategy. If you want to have a real conversation DM me and we can hop on a call.
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Replying to @jmj @DanielleFong
Btw, I didn’t mention anything about your particular strategy, I said the view you espoused in this thread is the conventional one. I have no idea if you used this reasoning to close your fund, I’m not here to speculate on anything but what you said up there
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open with more kindness and you'll have less fighting. this is a very fragile time. our blood is up.
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Replying to @DanielleFong @jmj
“This is probably the wrong tactic” is pretty soft, imo. I mean is the issue really that I was too strong or is it that my view is disfavored?
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Replying to @DelJohnsonVC @jmj
It would be totally different with eye contact.

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