Unlocking the Power of Data with VenCap’s David Clark | E1906
This Week in Startups
Navigating Investment Decisions and Building Founder Community
This chapter explores the dilemmas investors encounter in choosing to support or abandon struggling companies, highlighting the critical role of timing in decision-making. Additionally, it introduces 'Founder Fridays,' a new initiative designed to help founders connect and collaboratively address shared challenges.
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Todays show:
Jason joins David Clark of VenCap to discuss what distinguishes longevity and success in VC (5:25), the importance of strategy and timing when selling (25:47), preparing with founders for when things may go south (48:43), and more!
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Timestamps:
(0:00) David Clark joins Jason.
(2:41) Looking at the data behind VenCap’s approach to alpha vs beta, managers and their over 500 investments to date.
(5:25) What distinguishes longevity and success in VC.
(9:15) Analyzing the data from David's chart covering 12,000 companies and the power law.
(10:34) Gusto - Get three months free when you run your first payroll at http://www.gusto.com/twist
(12:43) Portfolio strategy and finding that 1% of fund returners.
(18:59) The value of investing in a company over a longer period of time.
(21:23) Northwest Registered Agent - Get a 60% discount on your next LLC at - https://www.northwestregisteredagent.com/twist
(22:17) The challenges VenCap faces when looking at seed managers.
(25:47) The importance of strategy and timing on selling.
(29:18 ) Uizard - Get 25% off Uizard Pro for an entire year at http://www.uizard.io/twist
(33:05) Managing successful GPs and having them ‘stay in the game’.
(41:49) The misunderstandings of the J-Curve.
(48:43) Preparing with founders for when things may go south.
(58:36) Founder Fridays message from Jason.
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LINKS:
Check out VenCap: https://www.vencap.com/
Watch the Brian Singerman episode here: https://youtu.be/o5Z0-d5w18M
Watch the Michael Kim episode here: https://youtu.be/a2FL_FvwoUA
Check out Founder Fridays: http://thisweekinstartups.com/meetups
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Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
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Follow David:
X: https://twitter.com/daveclark85
LinkedIn: https://www.linkedin.com/in/david-clark-6678b6b/?originalSubdomain=uk
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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:
(10:34) Gusto - Get three months free when you run your first payroll at http://www.gusto.com/twist
*Gusto pricing shown in ad is based on pricing prior to March 2025
(21:23) Northwest Registered Agent - Get a 60% discount on your next LLC at - https://www.northwestregisteredagent.com/twist
(29:18 ) Uizard - Get 25% off Uizard Pro for an entire year at http://www.uizard.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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Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
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TikTok: https://www.tiktok.com/@thisweekinstartups
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Subscribe to the Founder University Podcast: https://www.founder.university/podcast
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