COVID-19's Impact On Your Portfolio

European Straits | Friday Reads

Hi, it’s Nicolas from The Family. Here’s the third Friday Reads edition, which provides a framework to assess the impact of COVID-19 across your portfolio of tech startups.

This is an edition of my newsletter European Straits accessible only to paid subscribers. The goal of the Friday Reads is to furnish ammunition to investors and financiers that will let them dig deeper on whatever topics pique their interest. 

Obviously, this is a week for discussing tech investment in the context of COVID-19. We should expect much more to be said on this topic over the coming months, but it’s never too early to start. 

We at The Family are currently assessing the impact of COVID-19 across our portfolio. Since ours is mostly early stage startups, there are basically three ways to do this. One is to expect that everything will go down, but that’s much too shortsighted and pessimistic for a professional investor. Another approach is to exchange a few words with each founder and then develop an informed …