Not Boring Capital Fund II Memo Newsletter

not-boring-capital-fund-ii-memo-newsletter
arc beats above · slides in the middle · loops below · scroll → 1 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
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Deck intelligence map

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coverage by narrative range · generated from this deck JSON

Slide inventory

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every slide · same image gating as the playbook
01
Slide 1
This is a text-heavy, letter-style slide acting as a cover/intro for a fund memo.front_matter
02
The slide includes commentary on investment thesis and check sizes for the next fund.show_traction
03
This appears to be a page from an investment memo or pitch deck for 'Not Boring Capital'.plan_implementation
Open slide detailBeat · Problem
04
The slide explicitly references Richard Rumelt's 'Good Strategy, Bad Strategy' framework.present_framework
05
The chart uses color coding to distinguish between 2020 (blue) and 2021 (orange) data points.show_traction
Open slide detailBeat · TractionLoop · Cost Of Inaction
06
The slide uses a dual-axis style visualization (bar for valuation, line for count) to show market growth.size_opportunity
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
07
The slide uses the 'Good Strategy/Bad Strategy' framework (Diagnosis, Guiding Policy, Coherent Actions).plan_implementation
Open slide detailBeat · TractionLoop · Cost Of Inaction
08
The slide outlines a high-volume, collaborative investment thesis and acknowledges potential pitfalls like lack of diversification and reputation risk.other
Open slide detailBeat · TractionLoop · Cost Of Inaction
09
The slide contains two distinct table blocks representing a list of 60 companies in total.analyze_data
Open slide detailBeat · TractionLoop · Cost Of Inaction
10
The table lists 20 portfolio companies with investment details.show_traction
Open slide detailBeat · TractionLoop · Cost Of Inaction
11
Includes a screenshot of a trading platform interface and a narrative summary of investment performance.show_traction
Open slide detailBeat · TractionLoop · Cost Of Inaction
12
The slide provides a quantitative breakdown of fund deployment across different valuation tiers, comparing actual performance against the initial investment theanalyze_data
13
The slide uses a pie chart surrounded by a cloud of company logos, representing the portfolio distribution.show_traction
14
The slide combines a portfolio breakdown table with a list of fund terms.analyze_data
15
This slide outlines the mechanics of the fund and the relationship between the fund and the syndicate.plan_implementation