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Is it okay to warehouse a deal if it fits the thesis well?

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May 03, 2023
Is it okay to warehouse a deal if it fits the thesis well?
2 answers
Accepted Answer
May 03, 2023
Yes that works. Since the deal is on thesis, it will not be a problem, and the LPs will appreciate it if the company is doing well.
Accepted Answer
Aug 14, 2023
You need to apply a very consistent rule to which of your previous investments are warehoused into the fund, you can't pick and choose.

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