E59: How Jordan Nel Spots Winning Venture Funds

The 10X Capital Podcast

The 10X Capital Podcast is a podcast that interviews the world's leading institutional investors. Previous guests include The Ford Foundation, Northwestern University Endowment, CalPERS, Stepstone, and other top limited partners.

E59: How Jordan Nel Spots Winning Venture Funds

E59 • Apr 16, 2024 • 31 mins

Jordan Nel sits down with David Weisburd to discuss how to spot winning venture funds. In addition, they discuss portfolio construction and concentration, the scalability of venture funds and difficult conversations with GPs.

Speakers

David Weisburd

Host • 27%

Jordan Nel

Guest • 73%

Chapters

0:00	Introduction and Overview of the Episode
1:12	Genesis of Jordan Nel's Fund and Current Strategy
3:21	Evaluating Founders and the Importance of their Background
6:38	Importance of Urgency in Management and Entrepreneurship
8:17	Portfolio Construction and Concentration
10:47	Sponsor: Deel HR and Payroll Platform
11:13	Why Small Funds Outperform Large Funds
14:10	Understanding the LP Base and LP Demands
17:32	Providing Value-Add as an LP and Tackling Challenging Conversations with GPs
21:07	Interacting in the LP Ecosystem and Strategy for Follow-On Investments
24:54	The Role of Judgment and Diligence in Investment Decisions
28:52	Insider Investing and Differentiating Between Saving an Investment and Doubling on an Asymmetric Edge
30:51	Conclusion and Invitation to Subscribe to the 10X Capital Podcast on YouTube

Transcript

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