Fund of funds: origins, evolution and deep dive with Michael Kim | E1890
This Week in Startups
Navigating B2B Marketing and the Evolution of Micro VCs
This chapter explores the obstacles faced in B2B marketing, including lengthy buying cycles and access to key decision-makers. It also discusses the rise of LinkedIn ads as a crucial tool for targeting senior executives and the growth of micro VCs in early-stage funding.
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Today’s show:
Cendana’s Michael Kim joins Jason for a deep dive on fund of funds (3:32), how to examine alpha, beta, and quality indices in early-stage investing (28:38), current market trends, future startup outlook (45:11), and more!
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Timestamps:
(0:00) Michael Kim joins Jason.
(3:32) Overview of Fund of Funds, their Strengths and “Achilles heel”.
(7:01) Attraction factors for investors in pre-seed and seed startups.
(10:42) LinkedIn Marketing - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups
(12:04) The rise and definition of “micro VCs” with insights by Michael Kim.
(15:16) How the early seed stage carved a niche and its growing appeal to LPs.
(22:07) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at http://www.Squarespace.com/TWIST
(23:12) Fund enablers and the importance of “consistent returns”.
(28:38) Examining alpha, beta, and quality indices in early-stage investing.
(34:21) Lemon.io - Get 15% off your first 4 weeks of developer time at https://www.Lemon.io/twist
(35:29) The significance of portfolio management as networks and building a ‘why' for founders to pick you as an investor.
(41:25) The value and longevity of investor networks.
(45:11) Current market trends, future startup outlook.
(48:08) Things have shifted and Michael explains why seed is the new series-A and pre-seed is the new seed.
(52:10) Demographics of founders seeking investment.
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LINKS
Check out Cendana Capital: https://www.cendanacapital.com/
Watch other episodes with Micheal Kim:
- E1075: https://www.youtube.com/watch?v=SSOhe-FnTJE
- E1879: https://youtu.be/1Dcu5BfnE_c?feature=shared
Check out the Liquidity Podcast: LiquidityPod.com
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Follow Michael:
X: https://twitter.com/MKRocks
LinkedIn: https://www.linkedin.com/in/michael-kim-cendana-capital/
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Follow Jason:
X: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Thank you to our partners:
(10:42) LinkedIn Marketing - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups
(22:07) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at http://www.Squarespace.com/TWIST
(34:21) Lemon.io - Get 15% off your first 4 weeks of developer time at https://www.Lemon.io/twist
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Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
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Check out Jason’s suite of newsletters: https://substack.com/@calacanis
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Substack: https://twistartups.substack.com
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YouTube: https://www.youtube.com/thisweekin
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