Boris Wertz is the Founder and General Partner of Version One Ventures. Version One invests in mission-driven founders at the earliest stages. Founded in 2012 and with $250M+ in AUM across 6 funds, they have backed over 100 start-ups. They invest in SaaS and marketplaces as well as emerging technologies and industries such as crypto/Web3, bio/healthcare, energy/climate, AI and robotics. In this episode, we discuss why your fund size is your strategy, why branded categories are too late to invest in, his Coinbase investment, and his anti-portfolio.