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
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