📶 how to 3x a fund

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Good morning 👋

And Happy Easter! We’ll be taking Monday off to celebrate.

Earlier this week, I told you I was deep into reconfiguring a fund model.

Instead of keeping all of that work to myself, I figured I’d share it publicly to show you what all needs to happen behind-the-scenes in order to hit 3x DPI for a fund.

Here’s the math …

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We’ve even made a how-to guide that shows you how some other readers have unlocked more and more free stuff from us …

Today’s highlights

• A deep dive on portfolio construction

• How to get a free investment memo from our team

• OpenAI is buying Windsurf