VC Fellowship Program

Gratitude & Insights: Crafting Investment Memos with Marmik Mankodi ✨ We had the privilege of hosting Marmik Mankodi from Blume Ventures, who gave us an insider's look into one of the most critical yet rarely discussed aspects of venture capital - how investors actually build conviction and make investment decisions. Marmik Mankodi walked us through the art and science of writing investment memos, sharing his journey from spending nine years at startups like Faasos (now Rebel Foods) and Mosaic Wellness to now co-leading investments at Blume Ventures. What made this session invaluable was the practical, hands-on approach - we analyzed real legendary investment memos from companies like YouTube and Shopify, understanding what made those early bets so compelling and how investors think about risk, competition, and future adjacencies. We explored the process of building conviction through rigorous diligence, the balance between hard facts and informed opinion, how to identify both direct and indirect risks, and what truly makes founders stand out beyond just the numbers. Marmik Mankodi's candid insights on founder-market fit, the timing of investments, and how to think about business adjacencies gave us frameworks we can apply immediately. His emphasis on developing intuition through volume - meeting hundreds of companies, writing dozens of short notes, and learning to spot patterns - was a reminder that great investing is both art and science, built through deliberate practice and deep curiosity. A huge thanks to Marmik Mankodi for generously sharing the playbook behind how top-tier VCs actually make investment decisions. Ready to learn the frameworks that shape real investment decisions? Apply to The VC Fellowship. Apply Now:- https://lnkd.in/gsNZQFvH #VentureCapital #InvestmentMemo #Blume #VCInsights #VCFellowship