Capital Allocators – Inside the Institutional Investment Industry [REPLAY] Ali Hamed – Novel Venture Investing at CoVenture, Venture is Eating the Investment World 5 (Capital Allocators, EP.233)
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Jul 7, 2025 
Ali Hamed, Founder of CoVenture, shares insights on transforming his firm from $100 million to $2 billion, focusing on tech-enabled asset-backed credit. He discusses their innovative venture arm, Crossbeam, detailing unique sourcing and due diligence strategies. The conversation covers the burgeoning international fintech landscape, including the buy now, pay later model, and the dynamics of crypto investments in DeFi. Hamed also reflects on mentorship influences and the importance of balancing work and life in today’s fast-paced market.
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Founding CoVenture Through Credit
- Ali Hamed recounts starting CoVenture from college with a software product for equity and non-technical founders.
- They quickly learned credit investing through financing novel asset-backed lending businesses like Produce Pay.
Winning VC Without Mimicking Others
- CoVenture avoids mimicking traditional VC models and focuses on winning, not style.
- They specialize in fintech, lending, platform economies, and network effect decay as unique investment theses.
Learn by Seeing 50 Bs
- Ali Hamed advises becoming an expert in a niche by seeing many similar deals to distinguish winners from losers.
- Use feedback and debate within your network to refine insights and discover market adjacencies.