Capital Allocators – Inside the Institutional Investment Industry

Ravi Viswanathan – Venture Secondaries and Growth Capital at NewView (EP.327)

Jul 13, 2023

44:56

Creator website

Episode guests

Ravi Viswanathan

Highlights

AI Chapters

Episode notes

Pricing Negotiation and Discount Fallacies in Private Equity

02:34

Crystallizing Strategy in Asset Management Business

02:23

Introduction

3min

The Path to Venture Capital

2min

The Decades of Venture Capital

3min

The Catalyst for New View

3min

The Dislocation of Venture Capital Firms

2min

The TAM of the Venture Secondary Ecosystem

3min

How to Raise Capital to Buy Assets at NEA

2min

The Importance of Strategy in Asset Management

3min

How to Compete With Other Venture Capitalists in Direct Investing

2min

10.

The Risk Reward Profile for Early Stage Investors

2min

11.

The Competitive Dynamic for Winning Secondary Deals

5min

12.

How to Work With a Company to Improve Their Operational Performance

4min

13.

How the NEA Portfolio Played Out So Far

2min

14.

Exit Strategy for Portfolio Companies

2min

15.

How to Triage an Existing Portfolio in an Eroding Environment

2min

16.

The Future of TechCrunch

2min

17.

How to Be a Successful Venture Investor

2min

Today’s sponsored insight features Ravi Viswanathan, Founder and Managing Partner of NewView Capital (NVC), a venture firm that created a disruptive model for strategic secondary investing that blends portfolio acquisitions with direct investing. Our conversation covers Ravi’s path to the venture industry, lessons from fifteen years at NEA, catalyst for creating NVC, and the rationale and opportunity set for venture secondaries. We discuss NewView’s investment process across the sweet spot for portfolio acquisitions, fallacy of discounts, work with portfolio companies, and exit strategy. We close with new opportunities on the horizon and the future of NewView Capital. For full show notes, visit the episode webpage here. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership