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.
E39: Guy Perelmuter on Generating Alpha in Deeptech
Guy Perelmuter of GRIDS Capital sits down with David Weisburd to discuss his investment strategy, the unique portfolio construction of deep tech companies, and the potential of DeepTech. They delve into the paradox of AI, its impacts on the labor force, and discuss the ideal GP relationship and transparency. They also touch on LP value-add and the importance of overcommunication.
Key Points
- Grids Capital employs a blended investment strategy focusing on deep tech, combining fund investments and direct investments to create a diverse portfolio with the goal of consistent, high-quality returns across vintages.
- The ideal venture capital general partners (GPs) are those that can provide transparency, share deal flow for co-investments, and have a clear reason why top entrepreneurs would choose to work with them.
- In venture capital, managing risk and expectations is crucial, as investors are generally understanding of losses but are significantly impacted by unexpected negative outcomes, highlighting the importance of communication and trust between LPs and GPs.
Chapters
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Transcript
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