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by fanzhang 2819 days ago
What is an accelerator or a funding group for whom the portfolio is not following that power law? For example one where the top 20 companies each comprise say appx 2% of the portfolio?
2 comments

Growth stage private equity buying out companies for multiples of EBITDA.

Whenever you're investing in early-stage companies with low marginal costs, that deal primarily in bits, not atoms, you're likely to end up with power law outcome distributions.

One that all have similar successes (e.g. all fail)

Odds are most early stage venture portfolios have a power law distribution, but of different magnitude.

Later stage you go, the more normal the distribution will look