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July 25, 2007

Anti-Portfolio Diligence

Bessemer famously posts its anti-portfolio -- the list of companies in which it didn't invest -- and I wish more people paid attention. In talking to a major LP doing diligence on re-upping in a venture fund its second fund, I suggested that they ignore results (which are iffy at best) and look at the fund's anti-portfolio. Who cares who they said "Yes" to. Who did they say "No" to.

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