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Short-term ingenuity
Notice opportunities, solve real problems, and test ideas without waiting for perfect conditions.
DAVE + EDUARDO + MAX
Spend with purpose.
Build with imagination.
Think for the long term.
The DandeMax Fund is our family opportunity fund: one shared pool of capital, three equal voices, and a practical way to learn how today’s choices shape tomorrow’s possibilities.
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WHY WE CREATED IT
Capital is more than money.
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Long-term thinking
Every dollar spent today is a dollar that cannot compound tomorrow. We make that tradeoff visible.
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Return on capital
We aim to grow the fund while recognizing that learning, service, and family well-being also create value.
THE FAMILY INVESTMENT COMMITTEE
Three voices. One shared responsibility.
Dave, Eduardo, and Max serve as equal voting members. Capital ownership and voting power are kept separate so the learning mission stays intact.
Bring a proposal
Anyone may pitch an idea if the committee agrees to hear it. Businesses, furnishings, education, investments, charity, and creative experiments are all fair game.
Make the case
Explain the need, amount requested, expected benefits, risks, alternatives, and how success will be measured.
Vote without conflict
The person making the pitch does not vote. Both remaining committee members must approve the proposal.
Learn and review
We track financial results and learning outcomes. A good experiment may be valuable even when it does not make money.
OUR FIRST CAPITAL-ALLOCATION QUESTION
How much should we spend making the house feel like home?
We are moving in together, and the house needs furnishings. Those purchases can improve daily life, support shared meals, and create a comfortable home base. But every dollar spent on furniture is a dollar no longer available for future investments, business ideas, education, or other opportunities.
The goal is not to spend as little as possible. The goal is to spend deliberately.
Home Now
- Comfort and function
- Shared experiences
- A place we enjoy living
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Opportunity Later
- Business experiments
- Long-term investments
- Education and service
Questions we will ask before buying
01
Do we all agree this improves our shared life?
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Is there a lower-cost way to meet the same need?
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Will the item last and remain useful?
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What future opportunity are we giving up?
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Could we buy used, borrow, or wait?
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Will we still feel good about this decision in one year?
FOUNDING CHARTER — WORKING DRAFT
The rules of our little institution.
1. Purpose
Encourage long-term thinking, short-term ingenuity, wise stewardship, continual learning, and positive return on invested capital.
2. Eligible Proposals
Any lawful, values-aligned opportunity may be considered, including household needs, businesses, education, public investments, creative projects, and charitable efforts.
3. Voting
The person presenting a proposal does not vote. Approval requires unanimous agreement from the remaining voting members.
4. Investment Form
Support may be a grant, loan, equity investment, shared purchase, or hybrid arrangement, determined case by case.
5. Success
We measure financial results and learning. Integrity, useful experience, and better judgment count as meaningful returns.
6. Additional Capital
Founders may add money by unanimous agreement. New capital receives a fair economic interest, while governance remains one vote per founder.
7. Redemption
At each ten-year milestone, a founder may redeem up to one-third of their interest. A full redemption ends membership unless re-entry is later approved unanimously.
8. Values Screen
The fund will not support illegal activity, deception, exploitation, or ventures that create unacceptable harm.
Our working mottoCapital in service of character.
HAVE AN IDEA?
Pitch the committee.
Use this simple outline to turn an idea into a thoughtful proposal.
- The opportunity: What problem or possibility do you see?
- The ask: How much capital, time, or support do you need?
- The return: What might the fund gain financially or otherwise?
- The risks: What could go wrong, and how will you limit the downside?
- The milestones: What should happen before more money is committed?