E55: Eric Sippel - Lessons from Investing in 45 Venture Capital Funds

Eric Sippel sits down with David Weisburd to discuss criteria used to identify top quartile managers, GP follow-on strategies and how LP value-add can increase alpha. (0:00) Introduction and Eric Sippel's background in investments (1:12) Overview of investment strategy and criteria for core investments (2:11) Framework for top decile performer identification and managing outside capital (5:19) Sponsor: Deal (5:57) Non-financial investment factors and long-term founder relationships (8:43) Addressing common GP issues and follow-on investment strategies (11:23) Strategy deviation impacts and investment errors analysis (13:28) Patterns in high-performing funds and family office preferences (15:59) Venture capital value add and GP sourcing best practices (19:05) Dynamics of LP/GP relationships and the 10X Capital newsletter (21:12) Building GP/LP relationships and venture capital data room practices (23:05) Evaluating GP references and negative feedback (24:11) Portfolio construction time allocation and ecosystem support (25:16) Closing remarks and call to subscribe