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THOUGHTS & MODELS
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THOUGHTS & MODELS
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THOUGHTS & MODELS
SUBSCRIBE
The Myth of the “Fund Returner” and Why mitigating losses often beats chasing unicorns
Mackey Leventis 8/8/25 Mackey Leventis 8/8/25

The Myth of the “Fund Returner” and Why mitigating losses often beats chasing unicorns

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What Hedge Fund Failures Can Teach Us About Risk
Mackey Leventis 7/22/25 Mackey Leventis 7/22/25

What Hedge Fund Failures Can Teach Us About Risk

50% of hedge fund failure is attributed to operational risk alone.

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IRL Revival
Mackey Leventis 6/26/25 Mackey Leventis 6/26/25

IRL Revival

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Positively Skewed but Constantly Evolving
Mackey Leventis 6/4/25 Mackey Leventis 6/4/25

Positively Skewed but Constantly Evolving

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Product Market Fit or Magic 8-Ball?
Mackey Leventis 5/30/25 Mackey Leventis 5/30/25

Product Market Fit or Magic 8-Ball?

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Is Traditional VC Actually Dead? (Spoiler: No)
Mackey Leventis 5/15/25 Mackey Leventis 5/15/25

Is Traditional VC Actually Dead? (Spoiler: No)

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Does Your Fund’s Math Even Math?
Mackey Leventis 5/7/25 Mackey Leventis 5/7/25

Does Your Fund’s Math Even Math?

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Methodology: Constructing the Venture Capital Index and Benchmarking Against Public Markets using PME
Mackey Leventis 5/1/25 Mackey Leventis 5/1/25

Methodology: Constructing the Venture Capital Index and Benchmarking Against Public Markets using PME

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Why Benchmarks Matter: A Case for PME in Venture Capital
Mackey Leventis 4/24/25 Mackey Leventis 4/24/25

Why Benchmarks Matter: A Case for PME in Venture Capital

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Public Market Equivalent Calculator
Mackey Leventis 4/17/25 Mackey Leventis 4/17/25

Public Market Equivalent Calculator

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Dilution Forecast
Mackey Leventis 2/26/25 Mackey Leventis 2/26/25

Dilution Forecast

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Fund Return Model
Mackey Leventis 2/12/25 Mackey Leventis 2/12/25

Fund Return Model

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Shared Deal Flow - 02/2025
Mackey Leventis 2/5/25 Mackey Leventis 2/5/25

Shared Deal Flow - 02/2025

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