How I Invest with David Weisburd E8: Apurva Mehta of Summit Peak on Why Fee Sensitivity Leads to Adverse Selection in Venture
Sep 5, 2023
Apurva Mehta, Managing Partner of Summit Peak Investment, discusses the power laws in portfolios, alpha in early stage investing, differentiating a great LP, and asset classes in the investor base. They explore the challenges faced by founders, the role of venture capitalists, and the value of working with family offices as partners in the VC ecosystem.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Alpha vs Beta in Early-Stage Investing
01:31 • 14min
Sector specialists, the value of operators, and the importance of reference calls
15:39 • 5min
The Role of Venture Capitalists and Evaluating Fund Performance
20:15 • 9min
Different Asset Classes in the Investor Base
29:13 • 12min
A Discussion on Strategy and Focus in Venture Capital
41:22 • 3min