Minisode: Franchise Funds: Grading Performance

Origins - Inside Venture Capital, Hosted by a GP and an LP

Origins - Inside Venture Capital, Hosted by a GP and an LP

Player FM - Internet Radio Done Right

402 subscribers

추가했습니다 four 년 전

OpenLP from Sapphire Partners에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 OpenLP from Sapphire Partners 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

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The So What from BCG

구독 취소

11일 전11d ago

구독 취소

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This podcast from Boston Consulting Group looks around the corner of today’s big business and social issues. The goal–the so what–is to make sense of today and prepare busy leaders and executives for the day after tomorrow. Award-winning British journalist Georgie Frost interviews the leading thinkers and doers at BCG on the trends, developments, and ideas that will shape and disrupt the future. This is not your typical business strategy podcast.

약 1년 전 22:36

MP3•에피소드 홈

Learn more about Sapphire Partners: sapphireventures.com/sapphire-partners

Learn more about OpenLP: openlp.vc

Learn more about Asylum Ventures: asylum.vc

Learn more about Top Tier Capital Partners: ttcp.com

Read Laura Thompson’s blog on why venture reserves aren’t always a good thing:

sapphireventures.com/blog/dirty-secret-venture-reserves-are-not-always-a-good-thing/

Read Laura Thompson’s blog on fund recycling:

sapphireventures.com/blog/fund-recycling-moves-the-needle-for-both-lps-and-gps-heres-how/

Read Laura Thompson’s blog on QSBS:

sapphireventures.com/blog/how-lps-gps-and-founders-can-leverage-qsbs-to-make-more-money/

Subscribe to the OpenLP newsletter for a monthly roundup of the latest venture insights, including the newest Origins episodes, delivered straight to your inbox.

CHAPTERS:

(0:00) - Intro

(1:08) - Jessica Takes It In a Different Direction

(3:41) - Communicating with your LP base (So There Aren’t Surprises)

(7:15) - Franchise Funds Are Intentional

(9:44) - Getting to 1x DPI in Nine Years

(15:55) - 2x is the new 3x

(19:43) - Giving Funds Letter Grades

96 에피소드

#Trading #Business #Notation #Investing #Limitedpartners #Technology #Venturecapital #Notationcapital #Venture #Startup #Original

Origins - Inside Venture Capital, Hosted by a GP and an LP

Minisode: Franchise Funds: Grading Performance

Origins - Inside Venture Capital, Hosted by a GP and an LP

402 subscribers

published 약 1년 전

MP3•에피소드 홈

Learn more about Sapphire Partners: sapphireventures.com/sapphire-partners

Learn more about OpenLP: openlp.vc

Learn more about Asylum Ventures: asylum.vc

Learn more about Top Tier Capital Partners: ttcp.com

Read Laura Thompson’s blog on why venture reserves aren’t always a good thing:

sapphireventures.com/blog/dirty-secret-venture-reserves-are-not-always-a-good-thing/

Read Laura Thompson’s blog on fund recycling:

sapphireventures.com/blog/fund-recycling-moves-the-needle-for-both-lps-and-gps-heres-how/

Read Laura Thompson’s blog on QSBS:

sapphireventures.com/blog/how-lps-gps-and-founders-can-leverage-qsbs-to-make-more-money/

Subscribe to the OpenLP newsletter for a monthly roundup of the latest venture insights, including the newest Origins episodes, delivered straight to your inbox.

CHAPTERS:

(0:00) - Intro

(1:08) - Jessica Takes It In a Different Direction

(3:41) - Communicating with your LP base (So There Aren’t Surprises)

(7:15) - Franchise Funds Are Intentional

(9:44) - Getting to 1x DPI in Nine Years

(15:55) - 2x is the new 3x

(19:43) - Giving Funds Letter Grades

96 에피소드

#Trading #Business #Notation #Investing #Limitedpartners #Technology #Venturecapital #Notationcapital #Venture #Startup #Original

모든 에피소드

Origins - Inside Venture Capital, Hosted by a GP and an LP

1
Revisiting Power Law VC Performance with David Clark 56:22

17일 전56:22

나중에 재생

리스트

56:22

Beezer Clarkson, LP at Sapphire Partners, revisits her conversation from 2023 with David Clark, Investment Director at VenCap International plc. In this episode, she and co-host Nick Chirls, Partner at Asylum Ventures, dive into David’s nearly four decades of experience in investing in some of the most established VC funds across the US, Europe, China and India. David shares historical figures on where to find performance in venture and his findings from a recently uncovered 30 year trove of data from 400+ funds with 15,000+ underlying portfolio companies. In this data set, he found that 50% of VC investments don’t actually return capital. So how does an LP unlock performance and find the enduring managers? Learn more about Sapphire Partners: sapphireventures.com/sapphire-partners Learn more about OpenLP: openlp.vc Learn more about Asylum Ventures: asylum.vc Learn more about Top Tier Capital Partners: ttcp.com Subscribe to the OpenLP newsletter for a monthly roundup of the latest venture insights, including the newest Origins episodes, delivered straight to your inbox. CHAPTERS: 0:00-Welcome to Origins 2:46-30 Years of Data at VenCap 6:10-Almost Always Working With Established Managers 11:19-A Very High Breakage Rate Between Funds One & Two 16:01-Figuring Out Who the Next Great Ones Are 24:41-Having At Least One Company That Returns the Entire Fund 31:26-Building an LP Program 36:18-Building a Program Where DPI Matters 42:06-Looking Back On Predictions for 2024 50:49-Looking for GPs to Get Ahead of the Curve…

Origins - Inside Venture Capital, Hosted by a GP and an LP

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Minisode: Franchise Funds: Grading Performance 22:36

7 weeks 전22:36

나중에 재생

리스트

22:36

Origins host Beezer Clarkson sits down with her colleague Laura Thompson, fellow LP and Partner at Sapphire Partners, to unpack her recent conversation with Jessica Archibald, a GP at Top Tier Capital. They discuss Jessica’s engineering-based analytical approach to answering the question “what makes a franchise?” and discuss some surprising things they learned - Jessica’s view that there’s only one real way to do succession, the importance of breaking good and bad news in a way that creates a performance culture, and whether or not they’re going to adopt Jessica’s policy of assigning letter grades to funds at Sapphire Partners. Learn more about Sapphire Partners: sapphireventures.com/sapphire-partners Learn more about OpenLP: openlp.vc Learn more about Asylum Ventures: asylum.vc Learn more about Top Tier Capital Partners: ttcp.com Read Laura Thompson’s blog on why venture reserves aren’t always a good thing: sapphireventures.com/blog/dirty-secret-venture-reserves-are-not-always-a-good-thing/ Read Laura Thompson’s blog on fund recycling: sapphireventures.com/blog/fund-recycling-moves-the-needle-for-both-lps-and-gps-heres-how/ Read Laura Thompson’s blog on QSBS: sapphireventures.com/blog/how-lps-gps-and-founders-can-leverage-qsbs-to-make-more-money/ Subscribe to the OpenLP newsletter for a monthly roundup of the latest venture insights, including the newest Origins episodes, delivered straight to your inbox. CHAPTERS: (0:00) - Intro (1:08) - Jessica Takes It In a Different Direction (3:41) - Communicating with your LP base (So There Aren’t Surprises) (7:15) - Franchise Funds Are Intentional (9:44) - Getting to 1x DPI in Nine Years (15:55) - 2x is the new 3x (19:43) - Giving Funds Letter Grades…

Origins - Inside Venture Capital, Hosted by a GP and an LP

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Franchise Funds: Metrics To Be Extraordinary with Jessica Archibald 53:55

9 weeks 전53:55

나중에 재생

리스트

53:55

Jessica Archibald is a GP and member of the Investment Committee at Top Tier Capital Partners, where she is co lead of the funds team and participates extensively in the capital formation efforts of the firm. She and Beezer Clarkson, LP at Sapphire Partners, sit down for the next episode in this miniseries on franchise funds - what it takes to build one, and how some firms lose their franchise status. Jessica digs into Top Tier’s numbers to discuss the importance of getting reliable DPI in a set timeframe, why it’s often better to bet on consistent 3x or even 1x returns, and the importance of succession in building a franchise fund. Learn more about Sapphire Partners: sapphireventures.com/sapphire-partners Learn more about OpenLP: openlp.vc Learn more about Asylum Ventures: asylum.vc Learn more about Top Tier Capital Partners: ttcp.com Subscribe to the OpenLP newsletter for a monthly roundup of the latest venture insights, including the newest Origins episodes, delivered straight to your inbox. CHAPTERS: 0:00 Welcome to Origins 2:10 Jessica’s Time with Top Tier 4:08 Fund Graduation Rates 8:43 Who is a Franchise Fund Today? 13:21 ”Is There a DPI Number Somebody Has to Hit to Be Considered Extraordinary?” 17:10 Can You Become a Franchise Fund By Doing Secondaries? 25:08 The Range of Strategies in Franchise Funds 31:32 Maintaining Franchise Status 35:33 What Do Founders Want? 39:42 ”Are You a Franchise Fund If You Haven’t Had Some Level of Succession?” 48:02 End of Year Guidance For New Venture Funds…

Origins - Inside Venture Capital, Hosted by a GP and an LP

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Minisode: Franchise Funds: Why do LPs & Founders Care? 17:20

12 weeks 전17:20

나중에 재생

리스트

17:20

Origins host Beezer Clarkson sits down with her colleague Laura Thompson, fellow LP and Partner at Sapphire Partners, to discuss her recent conversation with Stephen Bluestein, Partner of Primary Investments at Adams Street and formerly Packard Foundation, about what it takes to make (and potentially later break) a franchise fund in venture. Together, Beezer and Laura debrief their top takeaways, including: do the hallmarks of a franchise differ between GPs and LPs (or even amongst different LPs); how does a franchise produce a lights-out 5x or 10x fund at their fund size; is a consistent 2x net good enough; parallels of sports franchises; and, does the right to win with the best founders mean you will then deliver the best returns? Learn more about Sapphire Partners: sapphireventures.com/sapphire-partners Learn more about OpenLP: openlp.vc Learn more about Asylum Ventures: asylum.vc Learn more about Adams Street Partners: adamsstreetpartners.com Read Laura Thompson’s blog on why venture reserves aren’t always a good thing: sapphireventures.com/blog/dirty-secret-venture-reserves-are-not-always-a-good-thing/ Read Laura Thompson’s blog on fund recycling: sapphireventures.com/blog/fund-recycling-moves-the-needle-for-both-lps-and-gps-heres-how/ Read Laura Thompson’s blog on QSBS: sapphireventures.com/blog/how-lps-gps-and-founders-can-leverage-qsbs-to-make-more-money/ Subscribe to the OpenLP newsletter for a monthly roundup of the latest venture insights, including the newest Origins episodes, delivered straight to your inbox.…

Origins - Inside Venture Capital, Hosted by a GP and an LP

1
Franchise Funds: Becoming (and Remaining) One with Stephen Bluestein 50:35

13 weeks 전50:35

나중에 재생

리스트

50:35

Stephen Bluestein has had an impressive career in Venture, beginning at Bessemer Venture Partners before moving to TCV, Light Street Capital, and the David and Lucille Packard Foundation, before landing in his current role as a partner in the primary investment team at Adams Street Partners. He sits down with Beezer Clarkson, LP at Sapphire Partners, to discuss what makes a fund a franchise. They discuss the importance of building and maintaining a brand that stands for something in the market, making investments that are consistent with your philosophy, and together, they zero in on the tipping point of when a fund can be officially considered a franchise. Learn more about Sapphire Partners: sapphireventures.com/sapphire-partners Learn more about OpenLP: openlp.vc Learn more about Asylum Ventures: asylum.vc Learn more about Adams Street Partners: adamsstreetpartners.com Subscribe to the OpenLP newsletter for a monthly roundup of the latest venture insights, including the newest Origins episodes, delivered straight to your inbox. CHAPTERS: 0:00-Welcome to Origins2:15-Digging into Franchise Funds: Stephen’s Background 6:48-What Defines a Franchise? 15:30-How Long Does it Take to Become a Franchise? 21:06-The Minimum Viable Performance Metric to be Considered a Franchise 27:13-Pivoting From One Exceptional Fund into a Franchise 33:21-How to Inculcate Exceptionality 39:55-Diligencing Franchise Funds 45:28-“Know Thyself”: A Message for Aspiring Franchise Funds…

Origins - Inside Venture Capital, Hosted by a GP and an LP

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Minisode: Building Google & Betting Big: Lessons from Wesley Chan 15:35

15 weeks 전15:35

나중에 재생

리스트

15:35

Nick Chirls, GP at Asylum Ventures, and Beezer Clarkson, LP at Sapphire Partners go deep into their recent conversation with Wesley Chan, the Co-Founder and Managing Partner of FPV Ventures. They unpack Wesley’s direct learnings from Sergey Brin coming up at Google, how it is the job of the investor to spot greatness, his views on company pivots (and how they oppose another recent guest, Mike Maples’ views on pivots), the difficulties of thinking independently in Silicon Valley, and the serendipitous way Wesley and Sapphire Partners wound up working together in the first place. Plus Nick, it turns out, is kind of a tax guy. He and Beezer discuss the hidden benefits of being an expert on QSBS. Learn more about Sapphire Partners: sapphireventures.com/sapphire-partners Learn more about OpenLP: openlp.vc Learn more about Asylum Ventures: asylum.vc Learn more about FPV Ventures: fpvventures.com Read Laura Thompson’s article on QSBS: sapphireventures.com/blog/how-lps-gps-and-founders-can-leverage-qsbs-to-make-more-money/ Listen to Mike Maples & Jai Das discuss pivots: open.spotify.com/show/23H0tOX63xMChV2SErQKnZ?si=a9aab8b3e4c34dde Subscribe to the OpenLP newsletter for a monthly roundup of the latest venture insights, including the newest Origins episodes, delivered straight to your inbox.…

Origins - Inside Venture Capital, Hosted by a GP and an LP

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Finding Founders Who Will Change the World with Wesley Chan 42:17

17 weeks 전42:17

나중에 재생

리스트

42:17

Wesley Chan is a true legend in Silicon Valley. He spent time at Microsoft and HP, and in 2002 he jumped to Google. There, he worked as Sergey Brin’s Chief of Staff and founded Google Analytics and Google Voice - all before then founding and leading the seed investing program at Google Ventures as GP. Under his tenure, GV was the first institutional check into companies like Plaid, Gusto, Lucid, and Robinhood. Wesley sits down with Nick Chirls, GP at Asylum Ventures, and Beezer Clarkson, LP at Sapphire Partners, to discuss his investment philosophy and what motivates him. Wesley discusses his early days at Google being pushed to make products that change the world, finding founders who have a 100-year plan, and being driven not by the desire to prove other people wrong, but to prove himself right. Learn more about Sapphire Partners: sapphireventures.com/sapphire-partners Learn more about OpenLP: openlp.vc Learn more about Asylum Ventures: asylum.vc Learn more about FPV Ventures: fpvventures.com Subscribe to the OpenLP newsletter for a monthly roundup of the latest venture insights, including the newest Origins episodes, delivered straight to your inbox. CHAPTERS: 0:00-Introduction & the Burning Question3:11-Working for Sergey Brin: “If you’re not changing the world, you’re wasting your time.” 9:22-They're not there to screw the world, they're there to improve the world. 15:07-I'm not a university or your tuition money. We're giving you a check to go win. 17:05-Knowing just enough to be dangerous 27:58-The Exit Market: No one wants to test the market. LPs, hang on. 33:07-FPV’s take on AI 34:09-Founder success is the gift that keeps on giving…

Origins - Inside Venture Capital, Hosted by a GP and an LP

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Minisode: Seed vs Growth Investing - What Changes and What Stays the Same 18:52

21 weeks 전18:52

나중에 재생

리스트

18:52

Nick Chirls, GP at Asylum Ventures, and Beezer Clarkson, LP at Sapphire Partners, unpack their recent conversation with Jai Das, President + Partner at Sapphire Ventures and Mike Maples, Co-Founder + Partner at Floodgate, to answer their burning question: What changes in the way seed and growth investors think, and what stays the same? They discuss the crushing importance of team no matter the stage; the parallels in LP land (at the end of the day, you’re just backing people); the difference between small iterations on a business model vs a radical remaking of a company; and the imperfect information you get at Seed vs the luxury of canvasing an entire landscape at growth via customer calls and key metrics. Learn more about Sapphire Partners: https://sapphireventures.com/sapphire-partners/ Learn more about OpenLP: https://openlp.sapphireventures.com/ Learn more about Asylum Ventures: asylum.vc Learn more about Floodgate: https://www.floodgate.com/ Subscribe to the OpenLP newsletter for a monthly roundup of the latest venture insights, including the newest Origins episodes, delivered straight to your inbox. CHAPTERS : 0:00-Intro & Takeaways 1:20-Is This the Team That’s Going to IPO? 4:02-Early Stage Pivots 7:44-How Hard a Pivot is Too Hard? 12:23-LP Strategy for Picking Managers 13:09-The Importance of Timing 15:59-You Need to Call the Customers 18:05-Outro…

Origins - Inside Venture Capital, Hosted by a GP and an LP

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Finding Pattern Breakers & Winners from Seed to Growth with Mike Maples and Jai Das 48:56

23 weeks 전48:56

나중에 재생

리스트

48:56

With a few dozen software exits under his belt (including Box, Square, Mulesoft & JFrog), nobody knows enterprise investing like Sapphire Ventures’ President + PartnerJai Das. Likewise, Floodgate co-founder + Partner Mike Maples Jr. is often credited with pioneering seed investing as we know it, with names like Twitter, Twitch and Lyft in his portfolio. Together, they join Nick Chirls, GP at Asylum Ventures, and Beezer Clarkson, LP at Sapphire Partners, to share how they pick winners at their respective stages. What does it take to spot someone who sees the future before it’s here? How do inflection points like AI impact an investor’s thesis? And are there more opportunities in the market for VCs today? Plus, Jai and Mike discuss the one throughline from seed to growth to lead to a successful exit: the management team. Learn more about Sapphire Partners: sapphireventures.com/sapphire-partners Learn more about OpenLP: openlp.vc Learn more about Asylum Ventures: asylum.vc Learn more about Sapphire Ventures: sapphireventures.com Learn more about Floodgate: floodgate.com Subscribe to the OpenLP newsletter for a monthly roundup of the latest venture insights, including the newest Origins episodes, delivered straight to your inbox. CHAPTERS: 0:00-Introduction & the Burning Question4:08-Intro to Sapphire Ventures 6:02-Intro to Floodgate7:56-Setting the Stage at Seed 10:30-Inflection Points: We're Going Through a Sea Change of Mass Cognition 13:43-What’s Happening at the Growth Stage 15:17-More Choice in the Market 16:10-Importance of Management Team 17:44-Mike’s New Book “Pattern Breakers” 23:09-The Three Things Floodgate Looks for in a Founder 25:25-Founder Future Fit & Pivots 27:56-In Enterprise Software, You Don’t Always Have to Build a New Category29:52-AI: Over-Valued? Under-Valued? 32:50-Is There Anything Left in AI Non-Consensus? 34:37-How Sapphire Approaches GenAI Investing 37:31-The Exit Market Today 44:10-How to Approach Founder Liquidity…

Origins - Inside Venture Capital, Hosted by a GP and an LP

1
Coming Soon to Origins… 1:59

24 weeks 전1:59

나중에 재생

리스트

1:59

A look at what’s to come on a brand new season of Origins , where we’ll dive into the VC ecosystem with the people who know it best, to learn how the people behind the capital really make decisions. Learn more about Sapphire Partners: https://sapphireventures.com/sapphire-partners/ Learn more about Asylum Ventures: asylum.vc…

Origins - Inside Venture Capital, Hosted by a GP and an LP

1
Minisode: Jack Altman’s VC Career Arc and the Launch of Asylum Ventures 25:58

25 weeks 전25:58

나중에 재생

리스트

25:58

Nick Chirls, GP at Asylum Ventures, and Beezer Clarkson, LP at Sapphire Partners, go inside their recent conversation with Alt Capital’s Jack Altman to answer their burning question: What does the journey look like from VC-backed founder to angel investor to institutional VC? How does one successfully jump from investing their own capital to taking on LP dollars? Where is Jack comfortable taking bigger bets? Plus, the two of them go in-depth for the very first time on Nick’s new firm, Asylum Ventures. Learn more about Sapphire Partners: https://sapphireventures.com/sapphire-partners/ Learn more about OpenLP: https://openlp.sapphireventures.com/ Learn more about Asylum Ventures: asylum.vc Learn more about Alt Capital: https://www.altcap.com/ Subscribe to the OpenLP newsletter for a monthly roundup of the latest venture insights, including the newest Origins episodes, delivered straight to your inbox.…

Origins - Inside Venture Capital, Hosted by a GP and an LP

1
From VC-backed Founder to Angel to Institutional Investor with Jack Altman 47:07

26 weeks 전47:07

나중에 재생

리스트

47:07

Jack Altman of Alt Capital has led quite a life in Silicon Valley. He’s gone from angel investing to founding a venture-backed company (HR platform Lattice), back to angel investing today, taking on outside capital as an institutional investor at Alt Capital. Jack sits down with Nick Chirls, GP at Asylum Ventures & Beezer Clarkson, LP at Sapphire Partners, to discuss learnings from his impressive career arc, including how to build a reputation by avoiding zero sum games, making decisions quickly as a founder, the differences in investing your own money and someone else’s, how to build a track record as an angel, and being a generalist both inside and out of the office. Plus, having just welcomed his third child into the family, Jack discusses the importance of ruthless prioritization - how to say no to the low value-add dinners and meetings if it means you get to be home for bedtime. Learn more about Sapphire Partners: https://sapphireventures.com/sapphire-partners/ Learn more about OpenLP: https://openlp.sapphireventures.com/ Learn more about Asylum Ventures: asylum.vc Learn more about Alt Capital: https://www.altcap.com/ Subscribe to the OpenLP newsletter for a monthly roundup of the latest venture insights, including the newest Origins episodes, delivered straight to your inbox. CHAPTERS: 00:00-Introduction 02:59-Nick’s new fund, Asylum Ventures, is Live! 07:22-The Burning Question 11:02-Jack Altman Introduction 12:55-Ruthless prioritization: Balancing Work & Family 16:40-The Best Idea You Say No To 19:21-Working with a Wide Scope of Founders 22:07-Building a Reputation in Venture 25:03-Venture is Noisy: Speak Softly but Carry a Big Stick 27:52-The Other Altman 30:42-From Founder to Angel to Institutional Investor 38:11-Fundraising Strategy 42:10-Investing Your Own Money vs LP Capital 45:52-Outro…

Origins - Inside Venture Capital, Hosted by a GP and an LP

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Minisode: What’s the Real Value Add of VCs? 8:20

29 weeks 전8:20

나중에 재생

리스트

8:20

Nick & Beezer go inside their recent conversation with Jason Shuman and Will Quist to discuss the right way to be a contrarian investor, how to do no harm as a VC, and dive into the answer to their burning question: do VCs actually add value? Learn more about Sapphire Partners: https://sapphireventures.com/sapphire-partners/ Learn more about Notation Capital: https://notation.vc/ Learn more about Primary: https://www.primary.vc/ Learn more about Slow Ventures: https://slow.co/…

Origins - Inside Venture Capital, Hosted by a GP and an LP

1
Being Non-Consensus and Right in VC with Jason Shuman & Will Quist 39:37

31 weeks 전39:37

나중에 재생

리스트

39:37

What do Primary GP Jason Shuman and Slow Ventures Partner Will Quist have in common? At first glance, not much, given how differently their firms approach firm building and VC "platforms." At Primary, their Impact team outnumbers investors 2:1, while Slow consists of 3 GPs, and 3 GPs only. But in a surprising twist, they agree on more than one would expect. They both see non-consensus investing as carrying big risk but also big opportunity. They are both seed investors and their respective firms go to market in very different ways. They sit down with co-hosts Nick Chirls, GP at Notation Capital & Beezer Clarkson, LP at Sapphire Partners, to talk about zigging when the market zags, identifying truly disruptive companies on day zero, and how much impact VCs actually have on the companies they partner with. Learn more about co-host Beezer and her firm at Sapphire Partners: https://sapphireventures.com/sapphire-partners/ Learn more about Notation Capital: https://notation.vc/ Learn more about Primary: https://www.primary.vc/ Learn more about Slow Ventures: https://slow.co/ Learn more about OpenLP: https://openlp.sapphireventures.com/ Subscribe to the OpenLP newsletter for a monthly roundup of the latest venture insights, including the newest Origins episodes, delivered straight to your inbox. Chapters: 00:00-Introduction & The Burning Question 06:06-Will & Jason Intros 09:13-Defining the S Curve 11:06-Positioning Your Firm to Win 15:08-Identifying Winners on Day Zero 18:31-Being Non-Consensus and Right 25:46-What is the Value Add of VCs? 32:43-Setting KPIs 35:36-”You Sell Something” 38:30-Outro…

Origins - Inside Venture Capital, Hosted by a GP and an LP

1
Endowment Investing with University of Chicago’s Joanna Rupp 38:08

36 weeks 전38:08

나중에 재생

리스트

38:08

Joanna Rupp, Managing Director of Private Equity at the University of Chicago, sits down with Nick & Beezer to shine a light on the often opaque world of endowments, including what separates an endowment from a foundation, how they consider small funds v. big funds and the fallout from an avalanche of capital being thrown at VCs. Then (announcement!) Joanna and Beezer evaluate Nick’s new venture fund - the key pieces of diligence, what he needs to prove in the next few years for another investment, how to build a relationship with his LPs, and more. Learn more about Sapphire Partners: https://sapphireventures.com/sapphire-partners/ Learn more about Notation Capital: https://notation.vc/ Visit the University of Chicago’s Endowment’s website: https://investments.uchicago.edu/ Read Ted Seides’s blog post: https://www.capitalallocators.com/the-investment-office-playbook-what-managers-dont-see/ dinvestors.com/blog/the-three-body-problem-finding-the-new-stable-points-in-venture-capital Visit OpenLP as your go-to resource for LP thought leadership: https://openlp.sapphireventures.com/ https://www.linkedin.com/company/openlp/ https://x.com/open_lp…

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Origins - Inside Venture Capital, Hosted by a GP and an LP « » Minisode: Franchise Funds: Grading Performance

Minisode: Franchise Funds: Grading Performance

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Origins - Inside Venture Capital, Hosted by a GP and an LP « »
Minisode: Franchise Funds: Grading Performance