We continue our VC Fundamentals series with Portfolio Construction & Management — how do you build and manage a fund's portfolio as a whole, beyond each individual portfolio company and investment decision? We brought in two of the very best people in the world to help us dissect this topic: Jaclyn Hester & Lindel Eakman of Foundry Group. Jaclyn and Lindel have been early and longtime LPs in some of the best venture funds in the world: USV, True, Spark — and of course Foundry — and now also sit on the GP side of the table at Foundry. Tune in for a master class on how the best VC managers think about generating and optimizing fund performance.
Sponsors:
Topics Covered:
1. The bar for what "good" venture fund performance looks like in terms of returns:
2. Portfolio construction: how do you allocate the fund's capital across companies?
3. Balancing playing offense and defense:
4. Time allocation vs capital allocation within a fund:
Links:
The Software Behind Silicon (with Synopsys Founder Aart de Geus and CEO Sassine Ghazi)
The Scientific Journey Behind Ozempic (with Lotte Bjerre Knudsen, Novo Nordisk's Chief Scientific Advisor)
Visa Follow-Up and Today’s Payments Ecosystem (with Gaurav Ahuja)
Morgan Housel
Doug Demuro on Analyzing the Car Industry, Creator-Led Businesses, and Porsche Episode Follow Up
Generative AI in Video and the Future of Storytelling (with Runway CEO Cristobal Valenzuela)
Saving the Planet with Better AI Data Centers (with Crusoe CEO Chase Lochmiller)
Comparing the Dotcom Crash to Today (with Tom Cowan from TDM)
Generative AI Moats in B2B with Emergence Capital’s Jake Saper
AngelList CEO Avlok Kohli on the Transforming the Company — and Venture Itself
Retool CEO David Hsu on Finding Product-Market Fit via Sales
Ben and David on My First Million
The Future of Cloud Data Collaboration (with Samooha Co-Founder Kamakshi Sivaramakrishnan)
Democratizing the Tools of Big Tech with Statsig CEO Vijaye Raji
Capital Formation and the LP / GP Relationship (with Altimeter’s Meghan Reynolds)
Crypto Self-Custody 101 (with Austin Federa)
Netflix's Journey, Building TCV, and Investing Through Downturns (with TCV co-founder Jay Hoag)
Consumer Investing in 2022 (with Brian O'Malley of Forerunner Ventures)
The Profitable B2B Growth Playbook and Mutiny’s Story
Kindergarten Ventures’ Vanta investment, and building a new Strategy for Venture (with Thomas McGannon)
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