Thanks for the quick and honest feedback. I completely agree that project sourcing and selection are critical.
When it comes to sourcing, Lisk’s collaboration with our incubation partners has been instrumental in generating a steady inflow of vetted, high-quality founders from underrepresented regions. The Lisk DAO Fund would have the opportunity to back the strongest teams — roughly 20–40% of program graduates — giving the DAO access to unique, early-stage investment opportunities.
Our experience running multiple programs across the EVM ecosystem, combined with prior fund management experience, equips us with the expertise to evaluate, select, and support the most promising teams. Importantly, our incentives are fully aligned: a portion of our compensation comes from carry fees, which we only earn when projects generate returns for Lisk’s Treasury. In addition, both our program’s success and future proposals depend on LSK’s performance, which we are highly motivated to strengthen (we also have over 55K LSK staked ourselves).
Our team (and Lisk) will handle the groundwork — project reviews, due diligence, and reporting on potential investments — but we’d greatly value your perspective as part of the Investment Committee. We’re open to holding the call publicly, though we want to ensure that the right stakeholders — those with context and skin in the game — have enough time to share meaningful input. From experience, fully open calls can sometimes become unstructured, leaving key voices unheard.
Happy to continue the discussion here in the thread, or we could host a Twitter Space if you and other delegates can join. Would Thursday work for you?