This Week in Startups

The New Power Law & How I Built a $100B Portfolio | E2007

Sep 11, 2024

Pejman Nozad, co-founder of Pear VC, and Jason Shuman, general partner at Primary, dive deep into venture capital's evolving landscape. Nozad shares his journey from immigrant to successful investor, detailing how he built a $100B portfolio. They discuss innovative strategies for portfolio management, the importance of timing and relationships, and what differentiates great funds from merely good ones. With insights on the 'new power law,' the conversation highlights key qualities to look for in startup founders and the strategic decisions shaping future investments.

50:05

Creator website

Episode guests

Jason Shuman

Pejman Nozad

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Highlights

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Proactively connecting with promising founders before they gain traction is essential for identifying successful startup opportunities.

Concentrating investments in a few high-potential companies maximizes returns and strengthens relationships between investors and founders.

Deep dives

The Importance of Sourcing Founders

Many new venture capitalists overlook the critical aspect of sourcing founders, which can lead to missed opportunities. The speaker emphasizes that founders have numerous options, and establishing a strategy to connect with the best talent before they gain traction is essential. By ramping up incubation strategies, investors can leverage their networks to support promising founders. This proactive approach can enhance their chances of identifying and backing successful ventures early on.

Founders who deeply understand the market and can execute

01:22

What creates great funds

04:14

Patience and Focus Yield Great Returns

04:00

Intro

2min

From Immigrant to Venture Capitalist

9min

Simplifying Cap Table Management for Founders

2min

Innovative Portfolio Management Insights

9min

Evolving Strategies in Venture Capital and Startup Opportunities

2min

Strategic Investments in High-Stakes Tech

11min

Building Winning Teams and Investment Insights

6min

Decoding Venture Capital Success

4min

Innovative Strategies in Venture Capital Investment

4min

This Week in Startups is brought to you by…

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Timestamps:

(0:00) Jason joins Pejman Nozad and Jason Shuman at the Liquidity Summit 2024.

(3:25) Pejman Nozad’s “How I Built a $100B Portfolio”

(10:42) .Tech Domains. Don’t miss our “Jam with JCal” contest! To apply and get more details go to https://jamwithjcal.tech/

(21:34) Fidelity Private Shares. Visit https://www.fidelityprivateshares.com/ Mention our podcast and receive 20% off your first-year paid subscription.

(23:50) Jason joins Pejman for a fireside chat.

(36:33) Oracle. Save up to 50% on your cloud bill at https://www.oracle.com/twist

(38:02) Jason Shuman’s “The New Power Law: Good vs Great Funds”:

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Check out Pear: https://pear.vc/

Check out Primary: https://www.primary.vc/

Follow Pejman Nozad: X: https://x.com/pejmannozad

LinkedIn: https://www.linkedin.com/in/pejman/

Follow Jason Shuman:

X: https://x.com/JasonrShuman

LinkedIn: https://www.linkedin.com/in/jasonshuman/

Follow Jason:

X: https://twitter.com/Jason

LinkedIn: https://www.linkedin.com/in/jasoncalacanis

Thank you to our partners:

(10:42) .Tech Domains. Don’t miss our “Jam with JCal” contest! To apply and get more details go to https://jamwithjcal.tech/

(21:34) Fidelity Private Shares. Visit ****https://www.fidelityprivateshares.com/ Mention our podcast and receive 20% off your first-year paid subscription.

(36:33) Oracle. Save up to 50% on your cloud bill at https://www.oracle.com/twist

Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland

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