

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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
The Importance of Due Diligence and Risk Assessment in Investments
02:14 • 2min
Institutional Diligence in Venture Capital
04:19 • 10min
Competition and Concentration in Venture Capital
14:23 • 3min
Diversification and Portfolio Management
17:11 • 19min
Venture Capital Carry Structures and the STAR Program
35:51 • 4min