Frederik Haase

Analyst at a Munich-based fund-of-funds allocating to European early-stage managers, and the author of Allocation Notes — a Substack covering LP perspectives on VC fund selection and portfolio construction. He writes about what GPs get wrong when pitching LPs, how fund tooling affects reporting quality, and the operational signals that matter for re-ups.

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1 article by Frederik Haase.

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  Paper Trading: Practice Before You Risk Real Capital

  June 29, 2026

  Paper trading simulates live market conditions with virtual money. Used well, it builds execution discipline. Used poorly, it builds false confidence. Here is how to tell the difference.