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Swimming with Allocators

The Case for LP Allocation and GP Conviction in Venture with Sam Sadowsky

Jan 31, 2024
34:51

Highlights from this week’s conversation include:

  • Sam’s journey into VC (1:33)
  • Underwriting for financials and human beings (4:04)
  • Value add and vision for the firm (7:54)
  • Opportunity in non-trendy categories (12:09)
  • Lessons from Climate 10 (13:17)
  • Insider segment: State of markets for the innovation economy (15:39)
  • Venture Ecosystem Model (19:23)
  • Underwriting and Conviction Building (21:54)
  • Advice for Allocators (24:09)
  • LP's Management Process (26:43)
  • Predictions for the Venture Asset Class (29:31)
  • US Managers and International Markets (32:47)
  • Final thoughts and takeaways (33:39)

Sam Sadowsky is a Partner at Twelve Hundred, an early-stage investment platform investing in fund managers and founders building companies shaping the future of humanity. The long-term vision of Twelve Hundred is to be a systemic value creator by becoming a leader at partnering from the Seed stage towards regional, global and planetary impact.

Silicon Valley Bank (SVB), a division of First Citizens Bank, is the bank of the world’s most innovative companies and investors. SVB provides commercial and private banking to individuals and companies in the technology, life science and healthcare, private equity, venture capital and premium wine industries. SVB operates in centers of innovation throughout the United States, serving the unique needs of its dynamic clients with deep sector expertise, insights and connections. SVB’s parent company, First Citizens BancShares, Inc. (NASDAQ: FCNCA), is a top 20 U.S. financial institution with more than $200 billion in assets. First Citizens Bank, Member FDIC. Learn more at svb.com

Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. Follow along and subscribe at swimmingwithallocators.com.

The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.

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