Raising a $30 million venture fund in 30 days - Sahir Ali
Learning with Rishad · Rishad Usmani
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Show Notes
Sahir Ali is a the founding general partner of Modi Ventures, an early stage venture fund investing in tech-bio startups. He is also an LP in multiple funds including Draper Associates and Khosla Ventures. He is an accomplished entrepreneur and investor. We discuss his path to launching a venture fund, founder selection, decision making and more!
Rishad Usmani: https://www.linkedin.com/in/rishadusmani/
Healthtech Investors: https://www.healthtechinvestors.com/
Sahir Alir: https://www.linkedin.com/in/sahirzeeshan-ali/
Modi Ventures: https://www.modivc.com/
2:10 Why launch a venture fund?
5:40 Hyper vs diligence
7:40 Product vs founder
11:34 Niche down or shotgun approach
14:40 Single gene mutation therapeutics
19:10 LP relationships
24:00 Decision making framework
28:10 Portfolio construction
37:40 What is the ideal emerging manager?
45:30 Process vs outcomes, incentives
49:40 Digital therapeutics
52:52 Momentum investing
57:35 Structure vs intuition
1:01:55 First mover advantage
1:06:40 War time vs peacetime ceo
1:10:10 What's different about healthcare
1:11:30 Can an outsider be successful in healthcare?
1:14:40 What is your contrarian truth?
1:18:40 Is VC a game of picking the best founders or making them?
1:22:40 Intelligence vs consciousness