rational fund

thinking in decades, not months.

investment letterpress: we invested in Odin alongside Jim O'Shaughnessy (OSV) after our intro
press: we invested c. half a million dollars alongside Founders Fund

Authenticity • Truth-seeking • Long-termism

You may have heard of us from rationalvc.com - our top-charting podcast & essays.Inspired by Warren Buffett's original partnership model (fund structure), Nassim Taleb's barbell strategy (portfolio construction), and our ever-growing deal flow, we have a partnership where:

  1. we invest $250,000 to $1 million in pre-seed to series-A rounds, and

  2. we invest in public markets.

We take outside capital only for private market (venture) investments. Our non-negotiables:

  1. We are against the concept of charging management fees (charlatanism).

  2. We believe that as GPs (syndicate leads) we must also have skin in the game in each deal.

  3. Founding team must fit our 3 core no-BS values, AND it's a company we'd work at ourselves.

  4. We reject unsuitable LPs (also must fit our values), AND seek to preserve autonomy and fun.

  5. We are operators by day and VCs part-time. This is in your interest. Why? Read here & here.

  6. We don't spray & pray, rather: "A few great companies is all you need in your lifetime."

“Patience followed by pretty aggressive conduct when the time comes.” — Charlie Munger

Before any diligence, we ensure Team-Values Fit:Authenticity • Truth-seeking • Long-termism

We started angel investing in 2022. Before that, we selectively interviewed the founders of:Acquire.com, Varda Space Industries, Eight Sleep, Hofy (acquired by Deel), and many more.We began to receive ever-increasing deal flow and decided to syndicate our access going forward.2 buckets of LPs: founders/operators (small tickets), family offices/funds (large tickets).Contact us to enquire about becoming an LP and joining us on our multi-decade game.

Current portfolio (+ OGs on cap table)

Services & expertise

  • Content & copy

  • Intros to network

  • Financing strategy

  • Sales & GTM

  • Hiring

  • Decks & reporting

  • Commercial DD

  • Technical DD

Video for LPs on why we structure our venture investments as syndicates:

📝 Our OG viral essay for LPs on syndicates vs. funds

@rationalvc

@CyrusYari | @iman_olya