The David Weisburd 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.
E7: Samir Kaji | Founder and CEO of Allocate on How the Top 5% of LP’s Invest in VC
David Weisburd and Erik Torenberg sit down with Samir Kaji, the co-founder and CEO of Allocate. In this episode, they talk about what differentiates truly elite emerging managers, what VCs get wrong in portfolio construction, what fees VCs are charging today, and his predictions about where the venture ecosystem is going by 2025. If you’re ready to level-up your startup or fund with AngelList, visit https://www.angellist.com/tlp to get started.
Key Points
- Building rapport and understanding the individual interests and objectives of family offices and LPs are crucial for GPs to stand out in a crowded market and establish long-term partnerships.
- Venture Capital is experiencing a shakeout, with many emerging managers likely to face difficulties in raising subsequent funds, leading to a potential increase in "zombie funds" that are inactive in new investments.
- Allocate's mission is to unlock the power and efficiency of the innovation market by making private markets more accessible, transparent, and ultimately liquid for a wider range of investors.
Chapters
| 1:00 | |
| 1:33 | |
| 3:46 | |
| 4:46 | |
| 8:14 | |
| 10:17 | |
| 11:44 | |
| 13:30 | |
| 15:30 | |
| 18:00 | |
| 20:00 | |
| 22:00 | |
| 25:30 | |
| 30:50 | |
| 32:06 | |
| 32:20 | |
| 33:20 | |
| 35:30 |
Transcript
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