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11 results for “venture performance”
...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 you probably have more capital available in other asset classes and I think you will become a better investor in the other asset classes if you invest in venture because you start to understand the tech, the pace of development and often you
30:55 / 31:55
from transcript30:55 – 31:55
...saying as venture as the core engine, you have these multistage and then early stage. Could you walk through your thought process on risk reward with that as the construct of your portfolio? First and foremost, we have to put up at least benchmark re
7:26 / 8:31
from transcript7:26 – 8:31
...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
...growth and dives into Crossbeam Venture Partners, CoVenture's venture business. We discussed Crossbeam's sweet spot, sourcing, due diligence, deal dynamics, ownership, and decision making for follow on rounds. We then turn to examples in fintech and
1:28 / 2:41
from transcript1:28 – 2:41
if you look at kind of traditional OEMs, you know, we're now in Europe and in North America are coming up against some very stiff competition from, you know, from China, from Vietnam. Tesla has been a, you know, a great, you know, homegrown example i
17:13 / 18:16
from transcript17:13 – 18:16
...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
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
...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
...let's say, 10 venture funds you work with, and they come back to you every two or three years with a new fund. So, you know, over ten years, you're in 40 funds. Maybe they got a little frisky over 50 funds. Each fund represents 2% of your return. So
17:09 / 18:18
from transcript17:09 – 18:18
...the entire venture community to put money into a SaaS company before it goes public. Let's say it was Asana or HubSpot. I think those were public already. But that was the kind of businesses they were interested in, the Zendesk SaaS kind of companies
0:00 / 1:03
from transcript0:00 – 1:03
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