Collected thoughts behind VC and angel portfolio choices.
Investment notes by Paul Bassat & Ben Hensman
14 Dec 2017
(See Blackbird's Airwallex oughta on Oughtfolio.)
Investment memo by David Cowan, Sunil Nagaraj & Peter Lee
28 June 2014
(See Bessemer's Okta oughta on Oughtfolio. Bessemer passed on Okta in 2009, which eventually acquired Auth0 for $6.5B in 2021.)
Investment memo by Alex Ferrara & Trevor Oelschig
12 Oct 2010
(See Version One's Shopify Series B oughta on Oughtfolio.)
Investor update by Chris Sacca
Sep 2010
(See Upfront's Ubercab oughta on Oughtfolio.)