I spent a year on the GTM team for an investor updates product, and I read through hundreds of LP reports when I was an LP.
I say this because I have a pretty good quality bar of what “great” investor updates look like.
I also learned something else through both of these experiences …
I learned that most of the time, LPs are buying more than returns.
We’re in the business of generating returns, but I’ve also tried to create a financial product that is able to offer more to the LPs that we work with.
This is how I work with Outlaw LPs …
We send quarterly updates with:
All of our previous LP updates can be found here.
Some LPs are more interested in writing larger checks into more established companies, and they partner with us to act as the curation layer for those types of opportunities.
We connect the dots to portfolio companies wherever we can, and we do not act as a gatekeeper.