E88: Lessons from Investing in 81 Venture Capital Funds - Dave Neumann

Dave Neumann, investor at Molten Ventures, sits down with David Weisburd to discuss fund of funds deployment strategies, how GPs should approach fund size and interesting power law data derived from Molten’s 2,500 underlying portfolio companies. (0:00) Introduction and Molton Ventures background (0:16) Balancing GP hunger, ambition, and experience (0:32) Fund structure and LP returns timeline (1:18) Lessons from Axon Partners and attractiveness of spin-out managers (3:23) Prime years and success factors for GPs (5:24) Common mistakes by early-stage GPs (7:49) Listener milestone and portfolio strategy debate (9:43) Insights and focus areas of Molton Ventures (12:01) Portfolio companies and secondary market opportunities (14:01) Closing remarks and thank you