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Superclusters By David Zhou
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Superclusters - The Emerging LP Podcast
Why Individuals Can Be Better than Teams | Sean Warrington | Superclusters | S5E3
“Some of the best investments, as we look back in history, were never obvious at the moment the investments were made. You may not have to be contrarian, but you have to have a variant perception than the rest of the market. Maybe you saw the team differently. You saw the space growing differently. That, to us, inherently, is a single decision maker-type thought process at the earliest stage, when it’s less about metrics. It’s more about how you evaluate the talent and the team.” – Sean WarringtonSean Warrington leads private market investing at Gresham Partners...
2025-05-05
53 min
Superclusters - The Emerging LP Podcast
You're Doing Diligence Wrong | Raviv Sapir | Superclusters | S5E2
“Most [references] will not give a negative reference about someone, but you will have to understand and listen between the lines. What is a good or a bad reference? They might say, ‘I really like him as a person. He’s really nice.’ But this is a person that’s worked together with you in a team, and you’re not saying he’s great with founders or finding the best deals. Maybe he’s not that good.” – Raviv SapirRaviv Sapir is an early-stage investor at Vinthera, a fund of funds and venture firm with a hybrid strategy that...
2025-04-28
1h 01
Superclusters - The Emerging LP Podcast
How to Start a Single Family Office | Scott Saslow | Superclusters | S5E1
“A lot of family office principals, unless they’ve worked in finance – they should not be solely making the decision on which RIA to hire.” – Scott SaslowScott Saslow is the founder, CEO, and family office principal for ONE WORLD. He's also the founder and CEO of The Institute of Executive Development, as well as the author of Building a Sustainable Family Office: An Insider's Guide to What Works and What Doesn't, which at the time of the podcast launch is the only book written for family office principals by a family office principal. Scott is also the host o...
2025-04-21
48 min
Superclusters - The Emerging LP Podcast
Talent Networks are your Greatest Asset | Adam Marchick | Superclusters | S4E9
“When investing in funds, you are investing in a blind pool of human potential.” – Adam Marchick Over the past twenty years, Adam Marchick has had unique experiences as a founder, general partner (GP), and limited partner (LP). Most recently, Adam managed the venture capital portfolio at Emory’s endowment, a $2 billion portfolio within the $10 billion endowment. Prior to Emory, Adam spent ten years building two companies, the most recent being Alpine.AI, which was acquired by Headspace. Simultaneously, Adam was a Sequoia Scout and built an angel portfolio of over 25 companies. Adam was a direct investor at Menlo Ve...
2025-01-13
45 min
Superclusters - The Emerging LP Podcast
The Dao of Investing in VC Funds | Jay Rongjie Wang | Superclusters | S4E8
“The first layer is setting up your own strategy. The second layer is portfolio construction. How do you do your portfolio construction based on the strategy you set out to do? And then manager selection comes last. Within the portfolio construction target, how do you pick managers that fit that ‘mandate?’” – Jay Rongjie Wang Jay Rongjie Wang is the founding Chief Investment Officer of Primitiva Global, where she runs a family-backed Multi-asset Strategy. She also works extensively with emerging VC managers, and sits on the Selection Committee of Bridge Funding Global. Jay's background uniquely combines software e...
2025-01-06
1h 29
Superclusters - The Emerging LP Podcast
The Pension Fund Perspective on Buyout Strategies | Charissa Lai | Superclusters | S4E7
“Diversification is your one free lunch.” – Charissa Lai Charissa has experience in Investing, Strategy and Relationship Management across Private Equity and Investment Banking. She's gained global perspective from having worked and lived in South Africa, England, Canada, China and the USA. Her expertise includes selecting fund managers and co-investments, developing alternatives strategies and building relationships. She's a recipient of 2016 Women in Capital Markets Emerging Leaders Award with CPPIB. She serves as a Board Director at the Toronto Humane Society. Charissa holds an MBA from Northwestern University and an HBSc. from University of Toronto. You ca...
2024-12-30
56 min
Superclusters - The Emerging LP Podcast
The 4 P's to Evaluate GPs | Charlotte Zhang | Superclusters | S4E6
“Executional excellence can get you to being great at something – let’s call that top quartile – but it really is passion that distinguishes the best from great – top decile.” – Charlotte Zhang As the director of investments, Charlotte Zhang oversees the selection of external investment managers, conducts portfolio research, and helps to institutionalize processes, tools, and resources. Experienced in impact investing, she previously served as a senior associate at ICONIQ Capital and, before that, Medley Partners. Investing on behalf of foundations affiliated with family offices, her investments supported a variety of nonprofit work, from early childhood education to autism researc...
2024-12-23
49 min
Superclusters - The Emerging LP Podcast
The Holiday Special | Nakul Mandan and Ben Choi | Superclusters | S4PSE1
“VC is more about the ground game than the air game.” – Nakul Mandan “Entrepreneurs think it’s going to be like the Michael Keaton version, and the good ones, they actually have to work through the Christopher Nolan version of Batman.” – Ben Choi Nakul Mandan is the founder of Audacious Ventures. Audacious is a seed stage venture firm managing ~$250M. Audacious' foundational belief is that ultimately startup success comes down to two key ingredients: Large markets and A+ teams. Accordingly, the Audacious team focuses on two jobs: 1/ Invest in force of nature founders; 2/ Help them recruit an A+...
2024-12-16
1h 13
Superclusters - The Emerging LP Podcast
LPs Should Get Paid More | Ashby Monk | Superclusters | S4E5
“Innovation everywhere, but especially in the land of pensions, endowments, and foundations, is a function of courage and crisis.” – Ashby Monk Dr. Ashby Monk is currently a Senior Research Engineer, School of Engineering at Stanford University and holds the position of Executive Director of the Stanford Research Initiative on Long-Term Investing. Ashby has more than 20 years of experience studying and advising investment organizations. He has authored multiple books and published 100s of research papers on institutional investing. His latest book, The Technologized Investor, won the 2021 Silver Medal from the Axiom Business Book Awards in the Busine...
2024-12-09
1h 14
Superclusters - The Emerging LP Podcast
Listening to the Heartbeat of the Market | David York | Superclusters | S4E4
“Markets have a mind of their own.” – David York David York's thirty plus years of industry knowledge and networks uniquely equip him to be a liaison and international ambassador not only for Top Tier’s brand, but also the broader venture community. In 2000, David joined Phil Paul to lead the fund of funds team at Paul Capital, which spun out in 2011 to form Top Tier. David has been active in the global venture capital community since the early 1990s. As a founder of Top Tier, he has led the developm...
2024-12-01
42 min
Superclusters - The Emerging LP Podcast
The Difference Between GPs who Can and Should Raise | Dan Stolar | Superclusters | S4E3
“GPs and LPs are both equally busy, but different kinds of busy where on any given day, we’ll probably have the same amount of calls and all these things going on, but [LPs are] going to know [they’re] busy three months ahead of time and a GP won’t.” – Dan Stolar Dan Stolar is a Principal at Colibri Equity Ventures, a single family office based in NYC and San Diego. Dan leads the venture capital strategy and also participates in all alternative private investments, including sports investing and private equity. As part of the venture strategy, Da...
2024-11-25
50 min
Superclusters - The Emerging LP Podcast
The Case for Concentrated Portfolios | Jeff Rinvelt | Superclusters | S4E2
“The line that sits for me is you got to pick well, you got to coach well, and then you got to finance well – and the financing includes the exit.” – Jeff Rinvelt Jeff Rinvelt is a partner at Renaissance Venture Capital an innovative venture capital fund of funds. Jeff’s diverse background in venture capital and technology and his experience working in various start-up ventures uniquely position him to advise startups. In addition, Jeff is quite active in the Michigan start-up community, volunteering his time to mentor young entrepreneurs, judge pitch competitions, and guest lecture student classes and organi...
2024-11-18
50 min
Superclusters - The Emerging LP Podcast
The GP Data You've Never Collected Before | Kelli Fontaine | Superclusters | S4E1
“Neutral references are worse than negative references.” – Kelli Fontaine From investing in great fund managers to data to investor relations, Kelli Fontaine is a partner at Cendana Capital, a fund of funds who’s solely focused on the best pre-seed and seed funds with over 2 billion under management and includes the likes of Forerunner, Founder Collective, Lerer Hippeau, Uncork, Susa Ventures and more. Kelli comes from the world of data, and has been a founder, marketing expert, and an advisor to founders since 2010. You can find Kelli on her socials here: X/Twitter: https://x.com/kells_bells LinkedIn: https...
2024-11-11
58 min
Superclusters - The Emerging LP Podcast
When VC Funds Become Firms, Part 3 | Lisa Cawley, Ben Choi, Jaclyn Freeman Hester | Superclusters
“When you bring people in as partners, being generous around compensating them from funds they did not build can help create alignment because they’re not sitting there getting rich off of something that started five years ago and exits in ten years. So they’re kind of on an island because everybody else is in a different economic position and that can be very isolating.” – Jaclyn Freeman Hester We're doing a three-part series with some of our fan favorites over the last three seasons on the LP perspective of succession-planning and VC firm-building.
2024-10-07
43 min
Superclusters - The Emerging LP Podcast
When VC Funds Become Firms, Part 2 | Lisa Cawley, Ben Choi, Jaclyn Freeman Hester | Superclusters
“We overcomplicate almost nothing as LPs. And this is a criticism of myself. And I think we oversimplify almost everything. Because by definition, we’re the customer of the end product. [...] LPs watch the movie, but don’t read the book.” – Ben Choi We're doing a three-part series with some of our fan favorites over the last three seasons on the LP perspective of succession-planning and VC firm-building. Lisa Cawley is the Managing Director of Screendoor, a highly respected LP of GPs, investing in firm-builders by firm-builders, with a unique mod...
2024-09-30
47 min
Superclusters - The Emerging LP Podcast
When VC Funds Become Firms, Part 1 | Lisa Cawley, Ben Choi, Jaclyn Freeman Hester | Superclusters
“You can map out what your ideal process is, but it’s actually the depth of discussion that the internal team has with one another. [...] You have to define what your vision for the firm is years out, in order to make sure that you’re setting those people up for success and that they have a runway and a growth path and that they feel empowered and they feel like they’re learning and they’re contributing as part of the brand. And so much of what happens there, it does tie back to culture [...] There’s this amazing, ama...
2024-09-23
38 min
Superclusters - The Emerging LP Podcast
How to Build an Emerging Manager Community | Rick Zullo | Superclusters | S3PSE1
Rick Zullo is the Co-Founder and Managing Partner at Equal Ventures. which invests into the future of four verticals: climate, insurance, retail, and supply chain, and boasts a portfolio including the likes of Threeflow, Leap, Smarthop, Ghost, Starday, David Energy, Leap, Odyssey, Vquip or Texture, just to name a few — many of which Rick serves on the board of. Prior to co-founding Equal Ventures, Rick was an investor at Lightbank, an early-stage venture fund based in Chicago, where he led investments in companies like Riskmatch (acquired by Vertafore), Vettery (acquired by Adecco), Neumob (acquired by...
2024-09-09
1h 44
Superclusters - The Emerging LP Podcast
How to Get Access into Top Tier Funds | Felipe Valencia | Superclusters | S3E9
Felipe Valencia is one of the co-founders of Veronorte, a venture capital investment firm based out of Colombia. In the first decade, Veronorte focused on managing Corporate Venture Programs for some of the largest Corporations in Latam. These days, they’re diving into a Fund of Funds investment strategy in the Venture Capital space. For the last 12 years, Veronorte has invested in over 25 startups across the U.S., India, Europe, Mexico, and Colombia, and in more than 12 Venture Capital funds, primarily in the U.S. With over 20 years of experience under his belt, Felipe has dabbled in various fields li...
2024-08-26
1h 45
Superclusters - The Emerging LP Podcast
Why Trust is Built from the Small Things | Ben Ehrlich | Superclusters | S3E8
“If you want to build trust with someone [on your team], if they screw up, you have to be okay with them screwing up because you put them in the situation.” – Ben Ehrlich Ben Ehrlich is the founder and General Partner of First Momentum Capital, where he helps seed a new generation of venture capital firms. He is also the Director of Strategy at the Long Term Stock Exhange. Previously Ben worked across the venture ecosystem supporting companies in the Canadian Technology Accelerator, OutCast Communications and Cribspot (YC 15). In his free time Ben takes his Ir...
2024-08-19
1h 12
Superclusters - The Emerging LP Podcast
An Inside Peek into the Mind of an Individual LP | Susan Kimberlin | Superclusters | S3E7
Susan Kimberlin builds and invests in things that are Good & Useful. She is an angel investor, limited partner and product leader with a career that is equal parts building SaaS software products, and investing in companies, funds, teams, and projects that promote social equity with practical solutions for real-world problems. She is committed to bringing more diverse people into investing and the innovation economy. With a background in building search and natural language products for companies like PayPal and Salesforce, she leverages her experience to help her portfolio companies with product and fundraising strategies. Susan believes that bringing diverse...
2024-08-12
1h 01
Superclusters - The Emerging LP Podcast
The Art and Science of Reference Checks | Raida Daouk | Superclusters | S3E6
“The more constraints you have, the more conviction you will have in each manager.” Raida started her career in banking before moving to the investment team of BY Venture Partner, a venture fund with offices in Beirut and Abu Dhabi. She quickly climbed the ranks within the company and ultimately became a Venture Partner. Recognizing a void in the market for personalized venture consulting services, Raida established Amkan Advisory, a boutique consultancy firm specializing in assisting family offices and high-net-worth individuals in identifying venture funds that align with their specific strategies. Given that...
2024-08-05
1h 09
Superclusters - The Emerging LP Podcast
Why an LP of GPs is Uniquely Valuable | Lisa Cawley | Superclusters | S3E5
“If you are governing things from a point of a legal document, whatever that may be and having to refer to that in order to trigger a behavior, that often to me feels emblematic of a transaction, not a relationship.” Lisa Cawley is the Managing Director of Screendoor, a highly respected LP of GPs, investing in firm-builders by firm-builders, with a unique model for partnering with allocators to access the emerging manager ecosystem. She’s been covering venture capital for more than a dozen years, since 2010 at Ernst and Young, a private investment firm, and no...
2024-07-29
1h 27
Superclusters - The Emerging LP Podcast
Operational Due Diligence Like You've Never Seen Before | Evan Finkel | Superclusters | S3E4
“In venture, we don’t look at IRR at all because manipulating IRR is far too easy with the timing of capital calls, credit lines, and various other levers that can be pulled by the GP.” Evan currently serves as Head of Venture Capital Investments and Research for Integra Global Advisors, a multi-family office. Prior to Integra, Evan served as Senior Manager of Data Science for Anheuser-Busch InBev where he oversaw data science and strategy for the US marketing organization. Prior to Anheuser-Busch, Evan spent two years as a Management Consultant at Marketing Management Analyt...
2024-07-22
1h 36
Superclusters - The Emerging LP Podcast
The Inner Workings of a Sovereign Wealth Fund | Ian Park | Superclusters | S3E3
Ian Park is a Partner at Primer Sazze, a firm dedicated to investing in ambitious talent across East Asia and North America. Prior to Primer Sazze, he was a venture capital allocator at Korea Investment Corporation (KIC), one of the largest sovereign wealth institutions in the world, where he focused on investments into venture managers and founders. He’s also amassed a fervent following of AI, VC, and LP fans over the years through writing his newsletter and his YouTube channel. Prior to KIC, he's built his investing repertoire at VMG Partners and Bertram Capital after leaving the world of...
2024-07-15
1h 18
Superclusters - The Emerging LP Podcast
VC Fund Secondaries Unlocked | Dave McClure | Superclusters | S3E2
Dave McClure has been a Silicon Valley entrepreneur and investor for over 25 years. He has invested in hundreds of startups around the world, including 10+ IPOs and 40+ unicorns (Credit Karma, Twilio, SendGrid, Lyft, The RealReal, Talkdesk, Grab, Intercom, Canva, Udemy, Lucid, GitLab, Reddit, Stripe, Bukalapak). Prior to launching PVC in 2019, he was the founding partner of 500 Startups, a global VC firm with $1B AUM that has invested in over 2,500 companies and 5,000 founders across 75 countries. Dave created 20 VC funds under the 500 brand and invested in 20 other VC funds around the world. Dave began his investing career at...
2024-07-08
1h 29
Superclusters - The Emerging LP Podcast
Bringing the Endowment Approach to Emerging Managers | John Felix | Superclusters | S3E1
John Felix is the Head of Emerging Managers at Allocate where he leads manager diligence and product innovation within the emerging manager ecosystem. Prior to joining Allocate, John worked at Bowdoin College's Office of Investments, helping to invest the $2.8 billion endowment across all asset classes, focusing on venture capital. Prior to Bowdoin, John worked at Edgehill Endowment Partners, a $2 billion boutique OCIO. At Edgehill, John was responsible for building out the firm's venture capital portfolio, sourcing and leading all venture fund commitments. John started his career at Washington University's Investment Management Company as a member of the small investment...
2024-07-01
1h 13
Superclusters - The Emerging LP Podcast
The Limited Partner Game Show | Beezer Clarkson & Chris Douvos | Superclusters | S2 Post Season Episode
Beezer Clarkson leads Sapphire Partners‘ investments in venture funds domestically and internationally. Beezer began her career in financial services over 20 years ago at Morgan Stanley in its global infrastructure group. Since, she has held various direct and indirect venture investment roles, as well as operational roles in software business development at Hewlett Packard. Prior to joining Sapphire in 2012, Beezer managed the day-to-day operations of the Draper Fisher Jurvetson Global Network, which then had $7 billion under management across 16 venture funds worldwide. In 2016, Beezer led the launch of OpenLP, an effort to help foster greater understanding in the entrepreneur-to-LP tech ecosystem. Be...
2024-05-20
59 min
Superclusters - The Emerging LP Podcast
Qualitative Signals to Look for in Emerging GPs | Jaclyn Freeman Hester | Superclusters | S2E9
Jaclyn Freeman Hester is a Partner at Foundry. She joined in 2016 with a passion for supporting the next generation of entrepreneurs and investors. Jaclyn leads direct investments in early-stage companies, often collaborating with Foundry’s partner funds. She loves working closely with founders to solve hard problems and think about the human elements of business. She invests across B2B and consumer companies that exhibit strong end-user empathy and use technology to empower individuals, unlock potential, and improve experiences. Jaclyn helped launch Foundry’s partner fund strategy, building the portfolio to nearly 50 managers. Bringing her unique GP + LP perspective, Jacl...
2024-05-06
1h 21
Superclusters - The Emerging LP Podcast
An LP's Guide to the European VC Ecosystem | Ertan Can | Superclusters | S2E8
Ertan Can is the Founder of Multiple Capital, a fund of funds focused on investing in micro VC funds in Europe and has been a limited partner in top funds you’ve heard of including Entrepreneur First and Angular Ventures, just to name a few. He's done his tour of duty in the asset management world at JP Morgan to covering investor relations topics at Thomson Reuters to investing in startups at a family office. Ertan is also a founding member of 2hearts, a community dedicated to building tomorrow's tech society with cultural diversity. He...
2024-04-29
1h 37
Superclusters - The Emerging LP Podcast
How to Get Six Top Quartile Fund of Funds in a Row | Aram Verdiyan | Superclusters | S2E7
Aram Verdiyan is a Partner at Accolade. Previously, he worked on the investment team at Andreessen Horowitz. Before that, Aram worked in BD, sales and marketing at Aviatrix, a cloud native enterprise software company. Aram worked at Accolade from 2012 to 2015 as a Senior Investment Associate and at Deloitte Consulting LLP. He holds an M.B.A from the Stanford Graduate School of Business (GSB) and a B.S. from the George Washington University. You can find Aram on his socials here: Twitter: https://twitter.com/aramverdi LinkedIn: https://www.linkedin.com/in/aram-verdiyan-8099186/ And huge thanks to this episode's...
2024-04-22
1h 01
Superclusters - The Emerging LP Podcast
Exit Windows Matter More Than Entry Windows | Jaap Vriesendorp | Superclusters | S2E6
Jaap Vriesendorp is one of the managing partners of Marktlink Capital, an investment manager from the Netherlands investing over $1b into private equity and venture capital funds. Marktlink Capital’s LPs are almost exclusively Dutch (tech) entrepreneurs from companies such as Booking.com, Adyen and Hellofresh. At Marktlink Capital Jaap focusses on selecting venture and growth funds across Europe and the US. Before Marktlink Capital, he spent the majority of his time at McKinsey where he was one of the leaders of McKinsey’s practice for Venture Capital, Unicorns & Startups in Europe. Besides work, Jaap enjoys sports, mountains, technology, comi...
2024-04-15
57 min
The Startupeable Show
How to Raise from Emerging LPs: A Guide for GPs | David Zhou, Alchemist
This week I talked to David Zhou, Head of Investor Relations at Alchemist Accelerator, to understand who emerging Limited Partners (LPs) are and what motivates them, and how General Partners (GPs) can raise capital from them.Over a year ago, David wrote “The Non-Obvious Emerging LP Playbook”, which has become one of the best blog posts on the somewhat obscure world of Limited Partners, the money behind the Venture Capital industry. Since then, David has become one of the best community builders in Silicon Valley, focused on helping emerging Limited Partners think and invest like the m...
2024-04-08
1h 18
Superclusters - The Emerging LP Podcast
When Helpful is an Action Verb | Aakar Vachhani | Superclusters | S2E5
Aakar Vachhani is the Managing Partner and a member of Fairview’s investment committee. He is involved in research, due diligence, investment monitoring, and business development for Fairview's venture capital and private equity partnership and direct co-investment portfolios. Prior to joining Fairview, Aakar was with Cambridge Associates, a leading investment advisor to foundations, endowments and corporate and government entities. He was responsible for analyzing private equity and venture capital investments in support of the firm's clients and consultants. In addition, he led research and data analytics projects on the firm’s private equity and venture capital database. Aakar also spen...
2024-04-08
1h 15
Superclusters - The Emerging LP Podcast
How a Pension Fund thinks about Venture Capital | Peter Teneriello | Superclusters | S2E4
Peter Teneriello has been a career-long investor in the private markets. He has experience as an allocator across a range of institutional types, from wealth management firms to pensions and endowments, and helped launch the venture capital program for the Texas Municipal Retirement System. Other past experiences of his have included leading finance/operations for a venture-backed startup, in addition to vetting investments for a family office and working with their portfolio companies. Over the years he has also written about his investing experience on Medium and Substack. He is a graduate of the University of Notre Dame as...
2024-04-01
55 min
Superclusters - The Emerging LP Podcast
The Questions that Form an LP Investment Thesis | Winter Mead | Superclusters | S2E3
Winter Mead is the Founder and Managing Member of the investment firm Coolwater Capital, which exclusively focuses on emerging managers and technology investments. Coolwater is an academy for training, building and scaling emerging managers, a curated community of VC investors and early-stage investment specialists, and an investment firm. Coolwater has helped launch over 175 emerging managers, establishing strong ties and trust with these managers, who form the foundation of the Coolwater community. Winter is also the author of "How To Raise A Venture Capital Fund". Prior to Coolwater, he played a key role in an evergreen investment fund at SAP...
2024-03-25
1h 12
Superclusters - The Emerging LP Podcast
Diligence Questions: As Simple As They Are Complex | Youngrok Kim | Superclusters | S2E2
Youngrok Kim is a Partner at GREE LP Fund, a Fund of Funds operating in the US and Japan. Previously, he held the position of SVP at Recruit Strategic Partner, the strategic investment arm of Recruit Holdings, a major internet company in Japan. Youngrok began his career as an engineer at Goldman Sachs before transitioning to a VC career at ARCH Venture Partners in Chicago. He earned an MBA from the University of Chicago and received his degrees in Information Technology from Aoyama Gakuin University in Tokyo. You can find Youngrok on his socials here: Twitter: https://twitter.com...
2024-03-18
1h 19
Superclusters - The Emerging LP Podcast
How One of VC's Biggest LPs Builds Relationships | Abe Finkelstein | Superclusters | S2E1
Abe Finkelstein, Managing Partner at Vintage, has been leading fund, secondary, and growth stage investments focused on fintech, gaming, and SMB software, among others, leading growth stage and secondary investments for Vintage in companies like Monday.com, Minute Media, Payoneer, MoonActive and Honeybook. Prior to joining Vintage in 2003, Abe was an equity analyst with Goldman Sachs, covering Israel-based technology companies in a wide variety of sectors, including software, telecom equipment, networking, semiconductors, and satellite communications. While at Goldman Sachs, Abe, and the Israel team were highly ranked by both Thomson Extel and Institutional Investor. Prior to Goldman Sachs, Abe...
2024-03-11
1h 20
Venture with Grace
6 ways to build relationships with your LPs ft David Zhou
David Zhou is the Head of Investor Relations at Alchemist Accelerator, a startup accelerator focused on investing the first check into rockstar B2B companies, where we were the first investors in companies like LaunchDarkly, rigetti, moengage, Retail Zipline and more. Prior to Alchemist, David ran operations and community for On Deck Angels, a community of the world's most ambitious angels and first-time fund managers. On the side, David is an active angel, LP in VC funds, blogger on Cup of Zhou, and the host of Superclusters, a podcast that demystifies the money behind the VC money. Topics: ...
2024-02-09
45 min
Superclusters - The Emerging LP Podcast
A Case Study on Why LPs Pass on Great Funds | Jeff Rinvelt & Martin Tobias | Superclusters | S1 Post Season E1
Jeff is a partner at Renaissance Venture Capital an innovative venture capital fund of funds. Jeff’s diverse background in venture capital and technology and his experience working in various start-up ventures uniquely position him to advise startups. In addition, Jeff is quite active in the Michigan start-up community, volunteering his time to mentor young entrepreneurs, judge pitch competitions, and guest lecture student classes and organizations. Through Jeff’s work on the Fund, his volunteer efforts, and his role as the chair of the Michigan Venture Capital Association’s board of directors, his passion for fostering a productive environment for ve...
2024-01-15
55 min
Superclusters - The Emerging LP Podcast
An Individual LP's Guide to Investing Like an Institution | Samir Kaji | Superclusters | S1E8
Samir Kaji is the CEO and Co-Founder of Allocate, a private markets technology company that pairs origination with portfolio management tools to allow investors to efficiently construct and manage their alternatives portfolios. Prior to Allocate, Samir spent 22 years in venture banking between SVB and First Republic Bank and closely worked with and advised over 700 venture capital and private equity firms. During this time, he completed over $12B in structured debt transactions and has invested personally in over 75 funds and companies, including early-stage investments into Carta (seed), Side (seed), PolicyGenius (Series A), and FanDuel (Series B) as well as Growth i...
2024-01-08
1h 11
Superclusters - The Emerging LP Podcast
How Being Weird is a Deal Flow Superpower | Howard Lindzon | Superclusters | S1E7
Howard Lindzon has over 20 years of experience in both public and private market investing. He previously founded and managed the hedge fund Lindzon Capital, and is currently the founder and General Partner of the early-stage venture capital firm Social Leverage. Through Social Leverage, he and his partners have been seed investors in startups like Robinhood, Beehiiv, and Manscaped to name a few. Howard was the founder of Wallstrip (acquired by CBS), and is the the co-founder and Chairman of Stocktwits, the leading social platform for traders and investors. Throughout his career, Howard has strongly advocated for and helped drive...
2024-01-02
1h 18
Superclusters - The Emerging LP Podcast
How to Build a Multi-Fund VC Firm | Ben Choi | Superclusters | S1E6
Ben Choi manages over $3B investments with many of the world’s premier venture capital firms as well as directly in early stage startups. He brings to Next Legacy a distinguished track record spanning over two decades founding and investing in early-stage technology businesses. Ben’s love for technology products formed the basis for his successful venture track record, including early stage investments in Marketo (acquired for $4.75B) and CourseHero (last valued at $3.6B). He previously ran product for Adobe’s Creative Cloud offerings and founded CoffeeTable, where he raised venture capital financing, built a team, and ultimately sold the co...
2023-12-26
1h 16
Superclusters - The Emerging LP Podcast
What Great Questions to LP Questions Sound Like | Courtney McCrea | Superclusters | S1E5
Courtney Russell McCrea enjoys over 30 years of venture capital and private equity investment experience including 13 years of fund investing and 18 years of direct principal investing. Courtney is Co-Founder and Managing Partner of Recast Capital, a 100% women-owned platform investing in and supporting emerging managers in venture, with a focus on diverse partnerships. Prior to co-founding Recast, Courtney was a Managing Director of Weathergage Capital, a boutique fund of funds that provided its clients with access to premier venture capital, growth equity and micro-VC partnerships. Venture fund commitments included both brand name funds and emerging managers. In addition to fund investment...
2023-12-18
52 min
Superclusters - The Emerging LP Podcast
The Bull and Bear Case of Early Distributions | Jamie Rhode | Superclusters | S1E4
Jamie Rhode is Principal at Verdis Investment Management, focused on venture capital, private equity and hedge fund investment sourcing and due diligence. She joined Verdis from Bloomberg, where she held roles in both equity research and credit analysis. There, she created, managed and leveraged an extensive library of statutory and financial and market data for buy and sell-side clients that use Bloomberg to make investment decisions. A licensed Chartered Financial Analyst, she earned her bachelor’s degree in Finance and Marketing from Drexel University’s College of Business Administration. You can find Jamie on her socials here: Twitter: https://twit...
2023-12-11
1h 12
Superclusters - The Emerging LP Podcast
The Adventures of an LP Whisperer | Eric Woo | Superclusters | S1E3
Eric is co-founder and CEO of Revere, where he leads product development and investment analysis & due diligence efforts. Prior to starting Revere, he was Head of Institutional Capital at AngelList, the world's largest online venture capital investment platform that supports over $10B in assets and has participated in the financing of over 190 "unicorn" companies. At AngelList, Eric worked closely with investors to curate early-stage fund and deal opportunities. He also developed systematic and data-driven strategies for institutional investors. Over the last 12 years, Eric has helped allocate over $160 million in venture funds and direct co-investments. Notably, he played a key...
2023-11-20
1h 20
Superclusters - The Emerging LP Podcast
The Art and Science of VC Metrics | Beezer Clarkson | Superclusters | S1E2
Beezer leads Sapphire Partners‘ investments in venture funds domestically and internationally. Beezer began her career in financial services over 20 years ago at Morgan Stanley in its global infrastructure group. Since, she has held various direct and indirect venture investment roles, as well as operational roles in software business development at Hewlett Packard. Prior to joining Sapphire in 2012, Beezer managed the day-to-day operations of the Draper Fisher Jurvetson Global Network, which then had $7 billion under management across 16 venture funds worldwide. In 2016, Beezer led the launch of OpenLP, an effort to help foster greater understanding in the entrepreneur-to-LP tech ecosystem. Beezer ea...
2023-11-20
1h 07
Superclusters - The Emerging LP Podcast
Why You Should Be Wrong and Alone | Chris Douvos | Superclusters | S1E1
Chris Douvos founded Ahoy Capital in 2018 to build an intentionally right-sized firm that could pursue investment excellence while prizing a spirit of partnership with all of its constituencies. A pioneering investor in the micro-VC movement, Chris has been a fixture in venture capital for nearly two decades. Prior to Ahoy Capital, Chris spearheaded investment efforts at Venture Investment Associates, and The Investment Fund for Foundations. He learned the craft of illiquid investing at Princeton University’s endowment. Chris earned his B.A. with Distinction from Yale College in 1994 and an M.B.A. from Yale School of Management in 2001. You...
2023-11-20
59 min