Episode 19
E19: Raja Doddala, Head of VC at Churchill ($47 Billion AUM) on How LP’s Should Diligence GP’s
How I Invest with David Weisburd
November 9, 202338m 47s
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Show Notes
Raja Doddala, Head of VC at Churchill Asset Management, sits down with David Weisburd to discuss how Churchill diligences managers, and the importance of integrity in a GP. We’re proudly sponsored by Bidav Insurance Group, visit lux-str.com if you’re ready to level up your insurance plans.
(0:00) Episode Preview
(1:53) Churchill background
(3:08) Pulling the curtain back on the IC process
(5:24) The quantitative and qualitative nature of Venture
(7:00) The importance of integrity in a manager
(10:33) The correlation between price sensitivity and DPI
(13:22) Right companies. Right time.
(14:17) Episode Sponsor: Bidav Insurance Group
(15:15) How Venture fits in a portfolio
(17:57) Smaller fund historically have better returns
(18:53) Raja’s ideal fund
(19:57) Khosla’s bet on OpenAI
(20:55) Why Vinod Khosla is a great VC
(21:52) Why Keith Rabois is a great VC
(22:39) Operator vs Non-Operator
(23:08) Specialist vs Generalist
(26:02) Opportunity funds and staples
(26:56) Doubling down on outliers through co-investments
(29:23) How Churchill supports their GPs
(37:22) “We’re open for business”