Superclusters - The Emerging LP Podcast
door Superclusters by David Zhou
Nieuwste aflevering
What is the density of your founder NPS? | El Pack w/ Charlotte Zhang
What is the density of your founder NPS? | El Pack w/ Charlotte Zhang
Over deze podcast
Superclusters is a podcast designed to help the emerging LP think like an established LP allocating to venture capital as an asset class. Our goal is to answer one question: How do the world's wealthiest institutions and individuals pick VC firms to invest in?
Afleveringen
De nieuwste 20 van 83 afleveringen
- What is the density of your founder NPS? | El Pack w/ Charlotte Zhang · 1 u 13 min · Seizoen 7 Aflevering 10“We’re going into a world where there will be an increase in inequality in terms of the have’s versus have-not’s. And so if you are invested in some of the have’s, I would…
- "You don't have enough dopamine in your pitch!" | El Pack w/ Asher Siddiqui · 1 u 18 min · Seizoen 7 Aflevering 9“How you modulate a good story is by inserting dopamine, oxytocin, serotonin, and endorphins at the right times to be able to deliver that story so that the person listening to…
- The Hardest Fund I to Underwrite | Zach Ruchman · 1 u 32 min · Seizoen 7 Aflevering 8“The question at Fund IV is, ‘Okay, you’ve proved that you’re a great firm builder. Congratulations, you’re raising Fund IV. Are you still a great investor?’” Zach Ruchman joined…
- What Your Lawyer Isn't Telling You About LPA Terms | Apurva Mehta & JD Montgomery · 1 u 12 min · Seizoen 7 Aflevering 7“Our best GPs are talking to their founders all the time. And our best GP relationships, we talk to all the time.” — Apurva Mehta “If you can’t handle something going to zero…
- How Value Add Differs in PE vs VC | Julia Rees Toader · 1 u 18 min · Seizoen 7 Aflevering 6"In private equity, some of the older tricks about just picking on more leverage are not going to work as well now because rates are higher. We need to have more focus on…
- Does a VC's Value-Add Even Matter? | Stacey Kline & Ben Gallacher · 1 u 14 min · Seizoen 7 Aflevering 5“GPs over-index on how that value-add ties into a portfolio strategy.” — Stacey Kline Stacey Kline and Ben Gallacher are co-founders of February Capital, a fund-of-funds…
- The 3 Big Family Office Transitions That No One Talks About | JD Montgomery Part 2 · 1 u 8 min · Seizoen 7 Aflevering 4“To whom much is given, much is expected.” — JD Montgomery JD Montgomery leads the Family Office division at Canterbury Consulting and is a seasoned advisor with nearly four…
- What Makes a VC Inevitable | Sam Huleatt · 1 u 19 min · Seizoen 7 Aflevering 3“Lower barriers to entry doesn’t mean higher probabilities of success.” — Sam Huleatt Sam Huleatt is the co-founder of The Side Letter, a platform driving network-based research…
- "I Write-Off Every Sourcing Slide" | Alex Felman · 1 u 6 min · Seizoen 7 Aflevering 2“The game you play as you’re building a reputation becomes a different game than when you have a reputation. And I tend to find, from an LP’s perspective, when you’re building…
- "Venture is a Who Business, Not a What Business" | JD Montgomery · 1 u 17 min · Seizoen 7 Aflevering 1“One thing that is unique to private equity and venture capital is persistence is a little easier because of the brand. ‘They did good deals, so therefore, the good deals come to…
- Peter Walker as You've Never Seen Him Before | Peter Walker | Superclusters | S6PSE3 · 56 min · Seizoen 6 Aflevering 15“You’re making decisions in an incomplete vacuum. What I think many people should do more of, in terms of those mental models, is frame it in the reverse. Which of these…
- The Most Disappointing Podcast You'll Ever Listen To (ft. Allie Garfinkle) · 1 u 12 min · Seizoen 6 Aflevering 14Warning: This is a brief-ish, but hopefully entertaining intermission from the usual Superclusters programming. When we passed the 50th episode mark more than a few episodes ago…
- Timeless VS Just-In-Time Lessons | Earnest Sweat & Alexa Binns | Superclusters | S6PSE1 · 42 min · Seizoen 6 Aflevering 13The holiday season has always been a great time to celebrate the movers and shakers in our world. This season we're celebrating my personal favorites in the LP world. To start…
- When Do You Know If You've Grown Up as a VC? | El Pack w/ Ben Choi | Superclusters · 1 u 14 min · Seizoen 6 Aflevering 12Ben Choi from Next Legacy joins David on El Pack to answer your questions on how to build a venture capital fund. We bring on 3 GPs at VC funds to ask 3 different questions…
- "Venture Should Play More Like Moneyball" | Carson Monson | Superclusters | S6E9 · 1 u 19 min · Seizoen 6 Aflevering 11"The limiting downside is actually something a lot of emerging managers don’t think about. If you can turn all of your portfolio companies that don’t hit that exit velocity, if…
- Can Your Check Size Win You Board-Level Transparency? | Apurva Mehta | Superclusters | S6E8 · 49 min · Seizoen 6 Aflevering 10“A manager doesn’t generally fit into their ultimate quartile until Year 6.” Apurva Mehta is the co-founding Managing Partner of Summit Peak Investments, a fund-of-funds that…
- What does GP-Friendly ACTUALLY Mean? | Caroline Toch Docal | Superclusters | S6E7 · 42 min · Seizoen 6 Aflevering 9“It’s a mathematical reality that the highest performing GPs in this part of the market often also have the highest kill rates, which means some things are incredible and other…
- Where Does Intuition Come From? | Yiwen Li | Superclusters | S6E6 · 38 min · Seizoen 6 Aflevering 8“The intuition part comes from activities of creativity that change your perspective.” — Yiwen Li Yiwen Li is a seasoned investor with a successful track record of investing in…
- $80M vs $800M vs $8B Endowment | Trish Spurlin | Superclusters | S6E5 · 53 min · Seizoen 6 Aflevering 7“Once you hit a billion dollars, you should probably consider some sort of internal team. Just to mitigate risk. There’s audit risk involved when you have such a small number of…
- The Seneca of Investing | Jacob Miller | Superclusters | S6E4 · 41 min · Seizoen 6 Aflevering 6“There’s this thing called alpha, which is returns driven by skill not market return. And when you start to think about what does that mean, skill means you’re doing something…
