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So you want to raise a fund (Part 2) — Fund Strategy

Constructing the investment thesis

Designing the strategy of the fund
Top-down approach for designing fund strategy
Number of companies with >$100 million of EBITDA (Capital IQ data, based on a sample size of over 14,000 companies)
FUnd-sizing using the top-down approach with leverage
Considerations for control of minority deals
Can Tesla be sold to GM/Ford?
Illustrative estimates of fund set up and continuing expenses
Designing a fund strategy is all about research & iteration…

Engineer. Banker. Investor. Thinker. Builder. Writer. Illustrator. Troubleshooter. Light Bulb Fixer. www.kennyng.com

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