EUVC
E305 | EUVC | Stephan Heller, Founding Partner at AQVC on AQVC's investment strategy and approach
May 2, 2024
Stephan Heller, Founding Partner at AQVC, discusses their investment approach, evaluating emerging managers and first-time funds. They explore the hustler mentality in venture capital, fund performance evaluation, and DPI creation in third-time funds. Dive into the challenges and unique strategies in the VC industry, emphasizing discipline, alignment, and the European VC fund raising Bible promotion.
26:33
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Quick takeaways
- For emerging managers, alignment with investment thesis, uniqueness in strategy, and long-term vision are crucial for success.
- Second-time funds need focus on execution capability, consistency in strategy, and strong ownership over investments for success.
Deep dives
Key Criteria for Evaluating Emerging Managers
When evaluating emerging managers like those in fund one, fund two, or fund three, alignment with investment thesis, uniqueness in strategy, and a long-term entrepreneurial vision are crucial. It's essential to ensure managers fit within portfolio construction parameters and uphold a distinct approach. Looking for a hustler mentality and focus on building lasting relationships and a firm rather than short-term gains sets successful emerging managers apart.
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