Mahendra Ramsinghani Quotes & Sayings

A good portfolio manager knows which companies to keep and which ones to let go. Many a GP has struggled with portfolio companies that cannot meet their value-creation milestones, or raise additional follow-on rounds of capital, or generate target returns in a time span of, say, five to seven years. The faster you recognize those losses, the better it is."
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"As David Cowan says, "Just focus on your top five - the rest is distraction." The harder part of the investor's discipline is to know when to quit."
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"You have to constantly scan all of those things and be willing to adjust your own sense of what's a reasonable outcome and move the company into a position where it has the maximum chance to succeed. "
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"Time is your enemy: Portfolio companies always take twice as much capital and twice as long to exit. Early-stage companies rarely meet milestones as planned and always burn cash faster than anticipated. — Mahendra Ramsinghani

Amidst all the hype and hoopla around this business, I wanted to emphasize the challenge - it is seductive but the failure rate is very high. And those who fail have no good place to go. — Mahendra Ramsinghani

First-time fund is acceptable, but not a first-time investor. — Mahendra Ramsinghani