At the end of the day, your portfolio is the ultimate indicator of how good you are as an investor. All of the other stuff is irrelevant.

We know this, and we also know that blind pool risk is the biggest risk for any first-time fund manager.

We’ve opened up our pipeline, shared memos, and teased new opportunities to show what the portfolio will look like instead of just tell.

Here are a few of our favorite companies we’ve been spending time underwriting: