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Is It a Red Flag When A Fund Has Too Many LP's?
More than 50+ limited partner's at first close. When is it too much and what does it imply for potential and future allocators?
Jan 14
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Tatjana de Kerros
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The Lux Playbook: Finding the Future Before It Exists
A framework for operators and investors to locate durable value where time, physics, and belief intersect- inspired by how Lux Capital deploys $1.5B in…
Jan 9
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Tatjana de Kerros
5
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LP Spotlight #004: Charles Myers
Meet the man who has just coined Venezuela as a $500 billion opportunity and quietly prices geopolitics to real capital allocators.
Jan 7
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Tatjana de Kerros
2
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LP Spotlight #002 Nico Rosberg
May 13, 2025
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Tatjana de Kerros
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Inside SmartCap: The LP Building Europe's Blueprint for National Security
Jun 4, 2025
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Tatjana de Kerros
5
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//Investment Memo: United States–Ukraine Reconstruction Investment Fund Agreement
May 7, 2025
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Tatjana de Kerros
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The Lux Playbook: Finding the Future Before It Exists
Jan 9
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Tatjana de Kerros
5
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How EU LP's Will Think About Defense in 2026 (vs. how it's publicly discussed)
Jan 6
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Tatjana de Kerros
4
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LP Spotlight #003 AP-2
May 15, 2025
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Tatjana de Kerros
3
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I Track Capital, Power, And Alpha. 2x Weekly, Intelligence-Grade Analysis Of Private Markets & Funds To Fuel High-Stakes Decisions.
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How EU LP's Will Think About Defense in 2026 (vs. how it's publicly discussed)
LPs are navigating a complex defense and frontier innovation landscape in 2026. Here’s what misconceptions are misleading them, and the trends shaping…
Jan 6
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Tatjana de Kerros
4
1
Inside SmartCap: The LP Building Europe's Blueprint for National Security
SmartCap is Europe’s most ideologically aligned LP—backing lethal weapons, first-time GPs, and unapologetically anti-ESG funds. Is this AIFM the…
Jun 4, 2025
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Tatjana de Kerros
5
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//Investment Memo: United States–Ukraine Reconstruction Investment Fund Agreement
Navigating the U.S.-Ukraine Minerals Deal: What Every Investor Needs to Know From a Governance, Structure, and Risk Implications
May 7, 2025
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Tatjana de Kerros
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LP Spotlight #003 AP-2
This US-Centric European Pension Fund has been a loyal, risk-adverse allocator to Top-Tier VC Funds. And then it made a European bet, broke the rules…
May 15, 2025
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Tatjana de Kerros
3
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LP Spotlight #002 Nico Rosberg
This Formula 1 Champion has transformed the race-track into his investment circuit with a €100M Fund of Fund betting on Tier-1 US VCs
May 13, 2025
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Tatjana de Kerros
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LP Spotlight #001: Anders Fogh Rasmussen
This Former PM and ex-NATO Secretary General is betting big on emerging European defense VCs through his fund and Think-Tanks
May 11, 2025
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Tatjana de Kerros
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