Episode 13
E13: Shai Goldman on What Differentiates Venture Funds that Generate 3X+ DPI?
How I Invest with David Weisburd
October 16, 202340m 45s
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Show Notes
Shai Goldman, an investor, writer, and Brex ambassador sits down with David Weisburd to discuss the future of VC from his vantage point. We're proudly sponsored by AngelList, visit https://www.angellist.com/tlp if you’re ready to level up your startup or fund.
(0:00) Special message
(1:10) Episode preview
(3:00) Brex's billboard campaign
(5:05) Shai's SVB experience
(6:00) Venture activity: comparing 2002, 2008 and 2022
(7:15) did VC firms fare in the last 2 downturns?
(8:43) Where is VC going in the next 5 years?
(10:50) Competing with a company that has a war chest
(12:38) Emerging managers data resource
(14:23) Thoughts on startups
(15:21) What makes successful emerging managers?
(18:50) Sponsor: AngelList
(19:53) When being boring is good for the business
(22:33) Balancing investing and deploying capital
(24:00) 3x DPI and making good money
(26:06) Fund returners, grand slams, and outliers
(28:54) is the secret sauce in finding the next emerging market?
(31:01) On generalists capturing their early stage home-runs
(33:10) fundraising in the LP community
(35:17) in fund of funds
(38:17) LPs exploring emerging managers