For Pitch competitions, do they really read each entry fully?
Title.
Title.
| +21 | Future of L/S | 5 | 2d |
| +17 | Latest blow up / wind down | 25 | 2d |
| +15 | James Fishback | 8 | 21m |
| +12 | Looking for Fund to Partner With - LMM Activist | 4 | 7h |
| +10 | SM L/S Compensation? | 3 | 9h |
| +9 | Moving from credit to equity? | 3 | 4d |
| +9 | MMHF Central Execution Trajectory/Advice | 1 | 1d |
| +9 | How to prep for credit HF? | 4 | 1d |
| +4 | Jensen Huang | 1 | 2h |
| +3 | Chefs at Pod Shops | 2 | 3d |
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Was a judge 10 years ago for one of the larger competitions, yes we did
Took a few hours. Easy to decide which ones wouldn't make the cut, hard to decide on finalists
im about to submit to one. do you have any advice for the 2 pager. i think my thesis is condensed but i feel like its hard to sell all my research in 2 pages
If the idea is truly attractive, you only need 1 page. Can be summarized in 3 to 5 thesis points, just focus on those points. Rest is just business description or supporting evidence, unless your idea is truly that complex. Mistake for most is filling the pages with business description and valuation work...waste of space imo, if idea is good, the reader will look up business description and valuation on their own
Basically my write up is 2 pages. Around 1/2 if page 1 is just three thesis points, where consensus prices them vs me, and what numbers I think are mispriced / multiples / price target + consolidated financials vs concensus photo.
thats my thesis section. But I have 1.5 pages to use now. Any advice how to use those? I have an alt data prop model that I use but the photos don’t fit well on the page, curious how you suggest to use this space.
Alt data prop model…I hope u don’t speak like that IRL for your own sake. Just say u built a model haha. A good idea should be able to be summarized in 60 seconds or one page. Condense the model to show the bare necessities and reference your numbers or data when needed. If you really need all the space you can get write more and cut some graphics. Read a lot of VIC submissions that will help u structure your pitch more than we can.
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