Venture Unlocked: The playbook for venture capital managers
Leo Polovets of Susa Ventures - Venture Unlocked 008
Nov 17, 2020
Leo Polovets, Founding Partner of Susa Ventures, discusses topics such as building a venture thesis, the differentiation of VC firms, the importance of being helpful to founders, and portfolio construction. He also talks about the early days of Susa Ventures, the challenges of operating with a small fund size, and the process of raising funds and determining fund sizes. Additionally, he emphasizes the need for curiosity and open-mindedness in investing.
38:06
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Quick takeaways
- Portfolio construction in venture capital depends on confidence in picking skills and level of involvement in each investment.
- Differentiation and brand in venture capital are built through reputation, networks, expertise, and a unique value proposition.
Deep dives
Unique Approach to Portfolio Construction
Leo discusses the importance of portfolio construction in venture capital. He highlights that the number of investments in a portfolio depends on the confidence in picking skills and the level of involvement in each investment. He also emphasizes the value of investing more upfront rather than putting aside reserves for follow-on investments, especially because seed-stage equity is relatively cheaper.
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