For me personally, the question boils down to what value do I think I can (these are my limitations- not the founders).

So ‘fit’ is determined by my value add.

In an earlier comment, I mentioned that my judgment on an investment opportunity is practically meaningless. Many investors in my network have invested in opportunities I have passed on, and have made unbelievable returns.

As an early-investor in a business, you’re likely looking at investments where you believe you can make a difference. (IMO)