Capital Allocators – Inside the Institutional Investment Industry Ali Hamed – Novel Venture Investing at CoVenture, Venture is Eating the Investment World 5 (Capital Allocators, EP.233)
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Jan 31, 2022 
Ali Hamed, founder of CoVenture, discusses the evolution of his $2 billion venture firm and its novel investment strategies. He dives into the dynamics of Crossbeam Venture Partners, focusing on sourcing and decision-making in fintech. Ali highlights trends in international fintech, comparing it to traditional models, and examines innovative asset classes in the venture landscape. He also shares insights on navigating work-life balance in the demanding world of venture capital, emphasizing the importance of adaptability and personal routines for success.
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Crypto Curiosity
- CoVenture is "crypto-curious" but cautious, preferring companies with clear business models.
- They invested in QuickNode, a node-as-a-service provider, and are exploring guilds investing in metaverses.
Platform Investability
- Investable platforms drive traffic, have compounding moats, are predictable, and benefit their users.
- Amazon exemplifies these traits, while Instagram struggles due to poor creator monetization.
Novel Assets
- New asset classes, like the Amazon third-party seller ecosystem, offer unique financing opportunities.
- These assets are often overlooked by traditional lenders, creating attractive investment prospects.