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10X Capital Podcast

E36: Masterclass on Portfolio Construction with Anubhav Srivastava, CEO of Tactyc

Jan 26, 2024
23:43
Anubhav Srivastava, CEO of Tactyc, sits down with David Weisburd to discuss iterative portfolio construction, portfolio size impact, fund recycling and check size, reserve strategies, and follow-on investments. They also explore the future of Tactyc and lessons from clients. (0:00) Introduction and Anubhav Srivastava's background (2:26) Customer development, Tactic's growth, and revenue generation (6:37) Using Tactic in customer workflow and fundraising (8:29) First fund impact and iterative portfolio construction (11:27) Market changes and reserve strategies (14:16) Alpha in first checks and beta in follow-ons (16:41) Balancing ownership and investment constraints (19:31) Forced ranking and learning from clients (21:26) Best practices and key information about Tactic (22:46) Closing remarks and podcast announcements

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