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.
E13: Shai Goldman on What Differentiates Venture Funds that Generate 3X+ DPI?
Shai Goldman, an investor, writer, and Brex ambassador sits down with David Weisburd to discuss the future of VC from his vantage point. We're proudly sponsored by AngelList, visit https://www.angellist.com/tlp if you’re ready to level up your startup or fund.
Key Points
- Shai Goldman emphasizes the importance of discipline across various aspects of venture capital, such as fund size, team size, sector focus, and investment vintage, to increase the chances of success as an emerging manager.
- Ownership is critical in venture capital, with a consensus that meaningful ownership in portfolio companies is necessary to consistently deliver strong returns to LPs.
- Emerging managers offer potential alpha in investments, but LPs often overlook them due to the extensive time and effort required for proper due diligence and a reluctance to pay additional fees on top of fund management fees.
Chapters
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| 8:43 | |
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| 33:10 | |
| 35:17 | |
| 38:17 |
Transcript
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