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

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