Could the later stage venture turn into Moneyball ? With the explosion of information, scout programs and data science this is where I think things are headed. Read my new blog post and let me know what you think: https://alexiskold.net/2019/11/30/moneyball-in-later-stage-venture/ …
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Isn’t this just what PE + growth already is
* also hedging that an increasing number of top decile early stage cos are refusing, or being coached, to refuse scout checks that carry any information rights. It’s simply too dangerous to used as a leader indicator for someone else’s bet.
