pringularity

The lights sort of did this already on accident, but making a more robust audio-output version of this would be fascinating as well.

The threshold is actually $12M now! There are some proposals floating around to actually change it to $50M with a 500 LP cap

https://www.congress.gov/bill/119th-congress/house-bill/4431

Yeah I think basically all the ones here with letter/number combos are SPVs. (A lot of the time, they're actually the first two letters of the portfolio company -- would be cool to attempt analysis there!)

https://www.sec.gov/edgar/search/#/q=Fund%2520I%252C%2520a%2...

(I don't think this would change the overall message of the analysis), but one reason why the "Fund I" bump might be so pronounced compared to other reports is because of the "SPV as a service" data that was hinted at in the takeaways.

It's very common for these single-asset SPVs to be titled, "[Abbreviation] Fund I" -- but these aren't really the same type of "Fund I" as a multi-security venture fund run by a professional manager.

E.g.: (1) These are entities that are sort of arbitrarily titled "Fund I" as part of a template naming convention, but there's not as much of a direct expectation that they'll have a corresponding Fund II, III, etc. (2) Whether they do is more of a function of the underlying portfolio company raising a subsequent financing and giving the same SPV manager an allocation (which small time SPV managers often don't get pro rata for), rather than the fund manager's ability to raise a subsequent blind pool fund II.

The date of birth section only lets you select January through June lol.

I've been following the last 3 or 4 posts of people that have created these over the last few years, and I'm insanely jealous...so cool. I do agree with others that I already have too much news in my life and I don't think I'd really get real utility from this (which is important at a $2K+ price point). One thing that could be a really cool alternative is a version that displays a random Wikipedia article, or whatever Wikipedia article is "Today's Featured Article". Put that in front of your toilet, and it could be an evergreen source of entertainment.

Go Wildcats!