Origins - Inside Venture Capital, Hosted by a GP and an LP
The Three Body Problem of Venture Capital w/ Frank Rotman (CIO, QED Investors)
May 30, 2024
Frank Rotman, CIO at QED Investors, discusses the flaws in funding startups, the role of VC associates, and how VCs can stand out. He emphasizes sustainable growth, non-consensus alpha approach, and the need for purpose in the marketplace.
43:59
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Quick takeaways
- Successful VCs must evolve from operators to investors with unique skills for sustainable success.
- Associates in VC firms should focus on deep engagement, problem-solving skills, and being advisors of choice.
Deep dives
Founding QED Investors with a Focus on FinTech
Frank Rotman discusses how QED Investors, founded with his partners, originated from their deep operational experience in building businesses like Capital One, emphasizing their unique skill set as operators turned investors. The team's transition to becoming operators masquerading as investors highlighted the value they brought to the VC ecosystem, leading to their decision to take on other people's money and manage billions in investments. Their focus on FinTech and understanding emerging areas like Vintech drove them to success, investing in over 225 companies.
