18min chapter

How I Invest with David Weisburd cover image

E7: Samir Kaji | Founder and CEO of Allocate on How the Top 5% of LP’s Invest in VC

How I Invest with David Weisburd

CHAPTER

Liquidity and Customer Profile

This chapter discusses the importance of liquidity in investing and their customer profile, which includes family offices, ultra high net worth individuals, and independent wealth advisors. They offer responsible and vetted access to venture investments and advise that it should typically be around 10 to 12% of a customer's portfolio, built over a three to five year period.

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