I originally tweeted this on May 9th, 2019 before I set up this blog. Re-posting it here in an easy to read format. I’ve gotten lucky since I put out my first fantasy portfolio in Aug ‘18 (link), with five of the seven companies I picked raising follow-on rounds since then, and two raising twice. For my second fantasy VC portfolio, I picked 17 companies accompanied with a one-page thesis for each.