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E1: Chris Douvos | Venture compared to other asset classes, the Solo GP phenomenon, and Chris's investing thesis

How I Invest with David Weisburd

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Transparency in the LP Ecosystem

I think that as hard as we try, it's going to remain really hard to bring transparency to venture because the people who want transparency from the GP side, like haven't earned it. I am very optimistic about is we're seeing kind of a parallel development in, you know, kind of secondary markets. We're seeing more real time marking of companies. GPs are getting more aggressive about marking their companies dynamically. And so as we see,. you know, venture price more dynamically and be less a victim of sale prices, maybe we do see some of that. But at the very least, I want to see like open authentic dialogues between LPs and GPs on what works and

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