
How LPs identify top emerging fund managers with Slipstream’s Alex Edelson | E1898
This Week in Startups
Identifying Investment Winners
This chapter explores the intricacies of spotting successful companies among various investments, detailing methodologies to assess emerging fund managers and the vital role of co-investments. It examines key indicators for startup success, drawing on examples like Uber and Robinhood to illustrate factors that predict profitability and market demand.
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Todays show:
Alex Edelson of Slipstream Investors joins Jason to discuss fund of funds and their place in the venture ecosystem (1:28), ownership in relation to fund size (8:34), picking winners (25:08), generating liquidity for LPs (40:08), and much more!
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Timestamps:
(0:00) Slipstream Investor’s Alex Edelson joins Jason
(1:28) Alex explains what a fund of funds is and why people choose to invest in fund of funds rather than invest directly
(8:34) Why early stage funds overperform and ownership in relation to fund size
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(13:09) What Alex looks for when picking venture funds, ownership, and why people invest in fund of funds cont.
(19:49) Evaluating ability to compete for deals at seed vs pre-seed stage
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(25:08) Picking winners: Identifying promising companies early and tracking them
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(40:08) Generating liquidity for LPs and picking emerging fund managers
(56:47) Competing for deals at the seed stage, the differentiation between pre-seed and seed, and deciding when to double-down
(1:01:41) Alex turns the tables and asks Jason some questions. But, first why is optimal fund size important?
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Follow Alex X: https://twitter.com/asedelson Check out Slipstream Investors: https://www.slipstreaminvestors.com/
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