# VCs and seed funds: strategy — Learn & Explore | KEZ$

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Explore vcs and seed funds: strategy through 10 in-depth articles with examples, FAQs, documentation and decision criteria.

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# VCs and seed funds: strategy

Explore vcs and seed funds: strategy through 10 in-depth articles with examples, FAQs, documentation and decision criteria.10 articles to explore 

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VCs and seed funds: strategy 

### An Investment Thesis for VCs and Seed Funds: Selecting Companies, Pricing Risk and Planning Exits

A practical framework for assessing markets, unit economics, valuation, dilution and exits in Brazilian seed investments, with a consistent worked example.Explore the article ↗  ](https://kezs.com.br/en/learn/venture-capital-strategy/an-investment-thesis-for-vcs-and-seed-funds-selecting-companies-pricing-risk-and-planning-exits)

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VCs and seed funds: strategy 

### Capital Allocation and Loss Capacity for VCs and Seed Funds

How seed funds can size investments, plan reserves, assess dilution and follow-on decisions, and manage liquidity constraints and permanent losses.Explore the article ↗  ](https://kezs.com.br/en/learn/venture-capital-strategy/capital-allocation-and-loss-capacity-for-vcs-and-seed-funds)

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VCs and seed funds: strategy 

### Investment Checks and Position Sizing: Connecting Capital, Ownership, and Reserves in Seed Funds

How seed funds can size investments by connecting market evidence, unit economics, ownership, dilution, follow-on reserves, and liquidity scenarios.Explore the article ↗  ](https://kezs.com.br/en/learn/venture-capital-strategy/investment-checks-and-position-sizing-connecting-capital-ownership-and-reserves-in-seed-funds)

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VCs and seed funds: strategy 

### Diversifying by Sources of Risk: Building a Coherent VC and Seed Fund Portfolio

Learn how VC and seed funds can map shared risks, assess valuations and dilution, plan follow-on reserves, and examine realistic paths to liquidity.Explore the article ↗  ](https://kezs.com.br/en/learn/venture-capital-strategy/diversifying-by-sources-of-risk-building-a-coherent-vc-and-seed-fund-portfolio)

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VCs and seed funds: strategy 

### Sourcing and Comparing Opportunities for VCs and Seed Funds: From Investment Thesis to Decision

A practical framework for VCs and seed funds to assess sourcing, market evidence, unit economics, dilution, follow-on funding and liquidity in Brazil.Explore the article ↗  ](https://kezs.com.br/en/learn/venture-capital-strategy/sourcing-and-comparing-opportunities-for-vcs-and-seed-funds-from-investment-thesis-to-decision)

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VCs and seed funds: strategy 

### Instruments and Economic Rights for VCs and Seed Funds: Ownership, Dilution and Liquidity

Understand how VCs and seed funds assess equity, convertibles, dilution and preferences, connecting contractual rights to business risks and liquidity.Explore the article ↗  ](https://kezs.com.br/en/learn/venture-capital-strategy/instruments-and-economic-rights-for-vcs-and-seed-funds-ownership-dilution-and-liquidity)

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VCs and seed funds: strategy 

### Reserves for Follow-on Investments and Contingencies in Venture Capital and Seed Funds

How seed funds can size reserves, assess follow-on investments and manage contingencies while balancing cash needs, dilution and uncertain exits.Explore the article ↗  ](https://kezs.com.br/en/learn/venture-capital-strategy/reserves-for-follow-on-investments-and-contingencies-in-venture-capital-and-seed-funds)

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VCs and seed funds: strategy 

### Governance, Decision Authority and Conflicts of Interest in VC and Seed Funds: Protecting Decisions and Rights

How seed investors can structure decision authority, manage conflicts and negotiate rights around dilution, cash needs and actual liquidity events.Explore the article ↗  ](https://kezs.com.br/en/learn/venture-capital-strategy/governance-decision-authority-and-conflicts-of-interest-in-vc-and-seed-funds-protecting-decisions-and-rights)

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VCs and seed funds: strategy 

### Investment Horizons, Liquidity and Exit Paths for VCs and Seed Funds

Assess seed investment horizons and exits through market evidence, unit economics, dilution, follow-on funding, cash needs and investor rights in Brazil.Explore the article ↗  ](https://kezs.com.br/en/learn/venture-capital-strategy/investment-horizons-liquidity-and-exit-paths-for-vcs-and-seed-funds)

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VCs and seed funds: strategy 

### Portfolio Reporting for Venture Capital and Seed Funds

Build portfolio reports that connect investment theses, market evidence, unit economics, dilution, cash needs, follow-on funding and actual liquidity.Explore the article ↗  ](https://kezs.com.br/en/learn/venture-capital-strategy/portfolio-reporting-for-venture-capital-and-seed-funds)

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