Roger Ehrenberg, a founder and Managing Partner of IA Ventures, has posted his thoughts on portfolio construction at the venture capital fund level. His post is "Thoughts on VC Portfolio Construction" and it is an interesting and thoughtful piece. He discusses his firm's thoughts on constructing a portfolio of early-stage companies, and how their strategy has evolved from a seed-stage focus for their $50 million fund 1, to a more diversified mix of seed, early Series A, and mature Series A in their $105 million fund 2.
Here's a link to the article: http://www.iaventures.com/thoughts-on-vc-portfolio-construction
Here's a link to the article: http://www.iaventures.com/thoughts-on-vc-portfolio-construction
