Why Founders Win or Lose: Inside VC Sourcing, Competition & Fund Tactics - E572

Jeremy Au breaks down how Limited Partners shape the Southeast Asia venture capital landscape and why founders should care. He explores the hidden motivations of sovereign wealth funds, endowments, corporations, and family offices, and how they quietly influence funding decisions. Jeremy reveals how startups move through brutal funding stages, why VCs compete fiercely at the same stage yet collaborate across them, and how different VC fund strategies from index portfolios to venture builders change founder outcomes. Finally, he dives into the race for proprietary information, sharing how top VCs win deals before competitors even know they exist. This conversation is essential for founders navigating opaque markets and VCs fighting to stay sharp in a crowded field.

00:00 LP Motives Shape VC Bets: Jeremy reveals how sovereign funds, endowments, and corporates invest with different goals that impact founders' funding journeys.

01:54 Hidden Pressures Behind LP Capital: LP expectations for returns, diversification, and learning create invisible forces that shape VC-founding dynamics.

04:11 Brutal Startup Journey & Death Valleys: From FFF to IPO, Jeremy explains why early-stage founders face tough gaps and why VCs step in selectively.

08:41 Four VC Fund Playbooks Explained: Jeremy breaks down index portfolios, concentrated bets, multistage giants, and venture builders and what each means for startups.

14:23 Winning in the Sourcing Race: Why speed, proprietary information, and reference checks separate top VCs from the rest in Southeast Asia's fast-moving markets.

Watch, listen or read the full insight at https://www.bravesea.com/blog/ventures-invisible-war

Get transcripts, startup resources & community discussions at www.bravesea.com

WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e

TikTok: https://www.tiktok.com/@jeremyau

Instagram: https://www.instagram.com/jeremyauz

Twitter: https://twitter.com/jeremyau

LinkedIn: https://www.linkedin.com/company/bravesea

English: Spotify | YouTube | Apple Podcasts

Bahasa Indonesia: Spotify | YouTube | Apple Podcasts

Chinese: Spotify | YouTube | Apple Podcasts

Vietnamese: Spotify | YouTube | Apple Podcasts