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:
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The Random Episode: Twitter Commentary and 2019 Survey Feedback
Product recruiting and executive search (with Andrew Abramson from Riviera Partners)
Times they are a’changin: Series A is not what it used to be
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Building tech and product for marketplaces (with Rover cofounder Phil Kimmey)
Reflections on the APLUSS IPOs so far, Uber+Lyft+regulators+autonomy, and listener Q&A
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VC Term Sheets
Reinventing Upfront and building LA (with Upfront partner Kevin Zhang)
The Art of SaaS Investing (with Jake Saper, Partner at Emergence Capital)
Beyond Instagram with Emily White
Why aren't energy startups funded like software? (with Doug Rand)
Investment Theses
How VC Firms Really Work
2018 Holiday Special
The Art of Pitching
Growing Airbnb (with Dan Hill, CEO of Alma and former Head of Growth at Airbnb)
Product-market fit
VC Vocab
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THE GO BIZ GUY
The Sigma Femme Podcast
The Prof G Pod with Scott Galloway
The Money Mondays