How I Invest with David Weisburd
E11: Neil Datta, The Forbes Family Trust's Approach to VC | Is there Alpha in Due Diligence?
Sep 26, 2023
David Weisburd interviews Neil Datta, Managing Director of Optima Asset Management. They discuss the Forbes Family Trust's approach to VC and the potential for alpha in due diligence. They also explore how to signal strength in fundraising and whether LPs should be fee sensitive.
40:11
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Quick takeaways
- Thorough due diligence and risk assessment are crucial for de-risking investment opportunities.
- Transparency and being open to scrutiny are important qualities for emerging managers.
Deep dives
Importance of Diligence and Risk Assessment
Thorough due diligence and risk assessment are crucial for de-risking investment opportunities. The process involves document review, on-site meetings, and analyzing both the investment and operational teams. It is important to assess the investment strategy as well as the management company's infrastructure, software use, and investment process. By diligently vetting opportunities, investors can make informed decisions and select managers who can generate consistent alpha.
