[japanesejay]

Great idea! Thank you for putting this together. I’ll have to dig deeper but the first two randomly selected companies had an announcement of their investment and not a formal investment memo that would be submitted to their IC. However it’s very interesting to understand the investors perspective at the time of their participation.

[kjam___]

Yes that's right these are the public memos they publish (not the memos they take to IC). It will have a PR spin to it, but it does still provide some insight into their thesis.