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12 results for “venture operations”
...and acknowledge the fact they're going to have some of these incredible companies. They're going to be unpredictable, the first class problem and we just have to steal from other illiquid buckets. So we're going to do less than real estate, less than
18:35 / 19:48
from transcript18:35 – 19:48
the other advantage that we have from our perspective is that if we find an investment or there's sufficient pull from the from the core of the business, which tends to be engineering, because that's where the 99% of the money goes, We have the abili
22:14 / 23:41
from transcript22:14 – 23:41
...allocations soared to their best year in history. And yet parts of Venture are unique in being both efficient and unactionable. Many believe that Sequoia or Benchmark will produce returns at the top of the pack, but there's not much action anyone can
0:52 / 1:55
from transcript0:52 – 1:55
...venture capital wouldn't want me to use is that we're sort of merchant bankers. We run around. We invest some of our own capital, and then our job is to tell the rest of the market that they should invest at a higher price. And so that is the number
17:21 / 19:14
from transcript17:21 – 19:14
put that venture fund on the map as a key player in the valley. And so that was what we did. And and was the concept broad based? Or meaning there's a lot of deal flow. Are you trying to be the best venture capitalist? Or is it, hey. Let's just do a
18:42 / 19:51
from transcript18:42 – 19:51
through the from the parent company to deploy a level of capital each year. So sometimes I think it it's more difficult than having the, VC fundraising because I actually do it every year whereas you guys have to do it kind of every three or four. Bu
21:45 / 22:47
from transcript21:45 – 22:47
...venture portfolio construction, there's two ways to cut this. One company will return the entire fund one time. For a billion 5 fund, we need to own 20% of a company. For it to return a billion 5, it has to be 7 and a half billion dollar outcome. The
10:29 / 11:34
from transcript10:29 – 11:34
It would be an acquihire. So there wasn't that much downside in our in our case. And then all the data started lining up the right way after us. The check after us less than a year later, it was $40,000,000 from Bessemer and F Prime. We used to own 1
23:59 / 25:00
from transcript23:59 – 25:00
...venture managers with inside information are best placed to manage companies even in public markets? Well, obviously, to some degree, I do because we're still managing a lot of those positions. I think that if you believe that if you stay on the boar
1:09:00 / 1:10:06
from transcript1:09:00 – 1:10:06
...will lead to the same outcome. As we look at it today, with where the businesses have gone in a capital intensity sense, there's a reward on the GP side of the equation to gain access to special companies that need to consume quite a bit of money and
26:13 / 27:17
from transcript26:13 – 27:17
...CoVenture is an alternative asset manager, and we look to build funds in asset classes that have newly existed because of new technology. You know, we think that there's a ton of opportunity to invest in spaces that have just been traditionally ignor
10:35 / 11:43
from transcript10:35 – 11:43
...in a positive way. You know, there's this company called ProducePay, and ProducePay was started by a farmer in Mexico named Pablo. And Pablo is a fourth generation farmer. He ran a fairly large family farm there, and he realized that farmers have a h
11:00 / 12:24
from transcript11:00 – 12:24
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