{
  "docId": "019f6b8f-4305-7535-bf12-076f62ebdaeb",
  "docSlug": "jarvis-not-boring-capital-fund-ii-memo-newsletter",
  "documentTitle": "Not Boring Capital Fund II Memo Newsletter",
  "authorId": "not-boring-capital-fund-ii-memo-newsletter",
  "authorName": null,
  "documentKindSlug": "pitchdeck",
  "documentKindLabel": "Pitch deck",
  "sourceTypeSlug": "vc_research",
  "sourceTypeLabel": "VC research",
  "presentationDate": null,
  "orientation": null,
  "aspectRatio": null,
  "pageNumber": 8,
  "pageCount": 15,
  "prevPage": 7,
  "nextPage": 9,
  "slideType": "other",
  "function": "other",
  "density": "overcrowded",
  "nDataPoints": 2,
  "notes": "The slide outlines a high-volume, collaborative investment thesis and acknowledges potential pitfalls like lack of diversification and reputation risk.",
  "elementsJson": null,
  "metadataConfidence": 0.9,
  "imagePath": null,
  "slideHref": "/slides/019f6b8f-4305-7535-bf12-076f62ebdaeb/8",
  "deckHref": "/decks/019f6b8f-4305-7535-bf12-076f62ebdaeb",
  "deckJsonHref": "/decks/019f6b8f-4305-7535-bf12-076f62ebdaeb.json",
  "deckAnchorHref": "/decks/019f6b8f-4305-7535-bf12-076f62ebdaeb#slide-8",
  "components": [
    {
      "bbox": {
        "h": 0.35,
        "w": 0.7,
        "x": 0.15,
        "y": 0.09
      },
      "kind": "list",
      "text": "Share deals with other solo GPs and funds: this is collaborative, not competitive. Write Sponsored Deep Dives on great later stage companies. Don't worry about % ownership. Apply a strong filter upfront. Spend less time poking holes in companies. Amplify portfolio companies using my reach. Work with companies behind the scenes.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "4f18f082-b2de-4890-ae53-b0d94ddf1b3f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.18,
        "w": 0.7,
        "x": 0.15,
        "y": 0.49
      },
      "kind": "list",
      "text": "Investing in a lot of companies and still missing the winners. Less time diversification. Inability to raise future funds. Investing in a company that looks like the leader in a competitive set now when the ultimate winner has yet to be built and conflicting myself out. I can't be helpful enough to this many portfolio companies and lose reputation.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a859b516-d71e-4c40-8600-c359c31b34b7",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.7,
        "x": 0.15,
        "y": 0.78
      },
      "kind": "paragraph",
      "text": "For more detail on my existing portfolio, upcoming deals that I hope to invest in through the fund if timing allows, and a summary of terms, see below.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "264a07ed-58ee-496b-b0a8-78dc3016051c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.7,
        "x": 0.15,
        "y": 0.45
      },
      "kind": "paragraph",
      "text": "Of course, things could go wrong with my approach. The most obvious risk areas are:",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "2fc9b1a8-b272-4fb0-80c6-81ebdfd4349d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.7,
        "x": 0.15,
        "y": 0.68
      },
      "kind": "paragraph",
      "text": "There are certainly others. This strategy could be completely wrong. It's going to take a very long time to learn if it worked. For now, the only thing I have to go on is the companies we've invested in, and I couldn't be more excited about them.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ec406cf7-ccbb-4b6b-9cb5-2ffddbff138a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.7,
        "x": 0.15,
        "y": 0.9
      },
      "kind": "paragraph",
      "text": "We invested in 79 companies in the first two quarters, with 16 more closed in Q4 or in process.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f17737b5-c1d0-4188-8e19-38ca65ca918c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.2,
        "x": 0.15,
        "y": 0.86
      },
      "kind": "title",
      "text": "Fund I Portfolio",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ea2fceab-7f66-4fcd-9ece-7ae50c34373d",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 11,
      "from": 5,
      "beatId": "db5a3c34-234b-4714-8137-8cc7abfcdaa5",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Traction",
      "beatSlug": null,
      "evidence": "Global New Unicorn Count By Month, Braintrust BTRST",
      "position": 2,
      "confidence": 0.7,
      "parentBeatName": null,
      "parentBeatSlug": null
    }
  ],
  "loops": [
    {
      "to": 11,
      "from": 5,
      "name": "Cost Of Inaction",
      "slug": "27-cost-of-inaction",
      "bestFor": "Urgent budget requests, compliance, risk mitigation",
      "matchId": "42078e73-0ce2-413f-becd-202cfcf34a2e",
      "evidence": "Traction slides showcasing market performance",
      "position": 0,
      "objective": "Highlighting the importance of investing in Not Boring Capital Fund II",
      "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
      "confidence": 0.6,
      "description": "Quantify what happens if the audience does nothing"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}