10X Capital Podcast
The 10X Capital podcast interviews the world's premier institutional investors to deliver insights on how they manage their capital. Interview topics include investment decision frameworks, capital allocation strategies, GP/LP relationships and many more.
E4: Dr. Abe Othman of AngelList | Data, Research, and Quantitative Investing in Venture Capital
David Weisburd sits down with Dr. Abe Othman, the Head of Data Science at AngelList and the Head of the Investment Committee at the AngelList Quant Fund. Dr. Abe has one of the largest and most granular private market data sets in the world of nearly 15,000 startups. In this discussion we dive deep into the data: power laws, what Dr. Abe’s research tells us about which companies to avoid at all costs, and whether alpha truly exists in venture capital.
Key Points
- Investing in founders from prestigious alma maters like GSB can be a positive signal, but often leads to higher valuations that may reduce future returns.
- The venture capital market is surprisingly efficient, with price often reflecting the true value of deals, meaning investors are generally not overpaying or underpaying significantly.
- Solo GPs or small partnerships often outperform larger venture firms due to their ability to assess deal credibility within their specific domain of expertise and avoid consensus-driven decision-making.
If you’re ready to level-up your startup or fund with AngelList, visit www.angellist.com/tlp to get started.
Chapters
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Transcript
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