Origins - Inside Venture Capital, Hosted by a GP and an LP The Three Body Problem of Venture Capital w/ Frank Rotman (CIO, QED Investors)
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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.
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Capital One Beginnings
- Frank Rotman and Nigel Morris, co-founders of QED Investors, first worked together at Capital One.
- Rotman held various roles, including Chief Credit Officer, before leaving to start a student lending company.
VC Expertise Gap
- Well-known VCs, even with seasoned track records, often lack expertise in specific areas like lending or payments.
- This creates opportunities for specialists to add value.
Due Diligence Importance
- Avoid blindly tucking into deals based on another VC's diligence, especially if you possess greater expertise.
- Conduct your own thorough due diligence, even if a reputable firm is already involved.