Look at portfolio-based investing as your personal bouquet – adding delight to your journey as an investor. In this piece, investors weigh in on the portfolio route and ways to navigate one’s path around risks.
Most investors bank on diversifying risk. Bhavish Sood, General Partner at Modulor Capital, who specializes in B2B software funds, believes that a fund size of over $15 million needs to be diversified. “I lost a lot of my LP money and my personal wealth in my first fund, precisely because I was doing concentrated deals…because the concentration of one sector can also be detrimental to returns,” he says.