Founder and General Partner of Slipstream Investors, a fund-of-funds investing in pre-seed/seed emerging managers (median $30M fund size); previously COO and GC at QED Investors (fintech VC); known for deployment discipline including 5-quarter pause during 2021-22 peak.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Slipstream invests in 10-15 pre-seed/seed emerging managers per fund (median $30M), using vintage diversification (2-3 years) and time diversification (5-6 years) to smooth returns; GP deliberately paused deployments for 5 quarters during 2021-22 peak, resisting LP pressure, and avoids co-investments due to GP blind spots and conviction assessment difficulties.
Investing in 10-15 emerging managers per fund (median $30M) with 2-3 years of vintage diversification and 5-6 years of time diversification captures early-stage outperformance while avoiding 2021-22 vintage pitfalls through deliberate pacing and high co-invest conviction thresholds.