Origins - Inside Venture Capital, Hosted by a GP and an LP

Kanyi Maqubela, Kindred Ventures

May 13, 2020

Kanyi Maqubela, Managing Partner at Kindred Ventures, discusses his journey in venture capital, investment processes, and navigating the current economic crisis. The podcast covers his childhood, founding startups, and insights on building conviction in investments amidst Covid-19 challenges.

59:35

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Episode guests

Kanyi Maqubela

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Quick takeaways

Effective communication with portfolio companies is crucial during market uncertainties.

Adjusting portfolio construction strategy includes increasing reserves for financial stability.

Founders may need to accept higher levels of dilution for greater ownership in their companies.

Deep dives

Communication Strategy with Portfolio Companies

Notation, a venture capital firm, emphasizes the importance of increased communication with portfolio companies during the evolving market conditions. They advise startups to focus on cash preservation, cost-cutting measures, and strategic planning to navigate the uncertainties. By adjusting their communication cadence and providing specific guidance tailored to each company's situation, Notation aims to support their founders through these challenging times.

Introduction

2min

Journey from College to Venture Capital

23min

Navigating the Venture Capital Landscape

19min

Navigating Business Challenges Amidst a Global Crisis

7min

Strategic Portfolio Reserves and Adaptation to Market Conditions

2min

Speculating on the Impact of Changing Asset Prices on Early-Stage Seed Investing

2min

Long-Term Vision for Kindred Ventures and the Need to Break Filter Bubbles

4min

Kanyi Maqubela is a Managing Partner at Kindred Ventures. He previously served as a Partner at Collaborative Fund, where he was an early advisor to Tala and Walker & Co., and a board member at Buffer, Camino Financial, Spruce, and True Link. Kanyi is also a co-founder at Heartbeat Health, and has served as a Lecturer and Adjunct at New York University Tisch School of the Arts. In this episode, we discuss everything from Kanyi's childhood to founding his first startup out of Stanford to joining Collaborative Fund to ultimately founding Kindred Ventures with his partner Steve. But in between his story, this was a fascinating conversation about the arc of venture capital, how to build an investment process and conviction, and navigating the current Covid-19 health and economic crisis. As always, a huge thank you to Carta, the title sponsor for this season of Origins. This season is also sponsored by SVB and Cooley, two of the earliest and most trusted supporters of our work at Notation.

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Origins - Inside Venture Capital, Hosted by a GP and an LP

Kanyi Maqubela, Kindred Ventures

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

Communication Strategy with Portfolio Companies

Resilient Portfolio Construction Strategy

Potential Shifts in Seed Investing Landscape

Long-Term Vision and Adaptability

Navigating Uncertainties in the Venture Capital Landscape

Remember Everything You Learn from Podcasts