# VC Portfolio Construction and Scenario Planning - Confluence.VC Podcast

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**Key Takeaways:**

* **Funds that are shutting down right now are going to miss out on some of the best opportunities.** Valuations are down, founders still need capital, and investors that wait on the sidelines are going to miss the upside. Scared money don’t make money.
* **Especially at the pre-seed, revenue shouldn’t be prioritized highly.** Product-market fit and having early indicators of traction matter more than immediate revenue.
* **Portfolio construction is a process. You usually have to lay this out in the fundraise.**
* **A good portfolio construction strategy is an evergreen asset you can keep using to manage investment decisions going forward.** The better you lay this out, the better you can stick to your strategy over the lifecycle of the fund.
* **Your primary goal as a GP is not to create spreadsheets.** It’s to get into deals and raise capital from LPs.
* **Most up-and-coming venture services providers are collaborative and are building out products with a focus on integrations.** Most of the traditional venture services providers are exclusive and want to build a one-stop shop for VCs. It’s easier to see this on the inside, but it holds true.
* **Australia is one of the fastest-growing venture capital markets in the world.** According to Anubhav, they have some of the best internal processes he has seen.
* **Startups need the most help around distribution.** If you want to actually be helpful to your portfolio companies, help them get the word out.