Jamie Rhode sits down with David Weisburd to discuss Screendoor’s strategy of backing emerging managers. In addition, they discuss friction points between LPs and emerging managers, leveraging insights from GPs and LPs in manager selection, and how to diligence a first time fund.
(0:00) Introduction to Jamie Rhode and early stage venture insights
(0:43) Joining Screen Door and investment playbook
(2:35) Challenges for emerging managers and marketplace solutions
(5:01) Seed stage fragmentation and founder qualities
(8:17) Underwriting and role of GP advisors at Screen Door
(11:34) Expanding beyond first-time funds and LP value
(14:43) Derisking and due diligence for new fund managers
(18:28) Portfolio strategy and institutional service providers
(21:34) CFO transition and managing large portfolios
(24:15) Behavioral biases and transparency in fund management
(26:10) Diversified portfolio construction and reserve strategies
(30:13) Sector focus versus manager skill in venture funds
(32:52) Networks, spinouts, and AI in emerging manager investments
(35:53) Closing remarks and invitation for data-driven investor connections
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