The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch 20VC: Oren Zeev on Why Diversification Is Overrated, The Downside of Thematic Investing, Making Quality Decisions In Uncertain Conditions & Why He Has No Reserves Allocation
Jun 29, 2020
Oren Zeev, Founding Partner at Zeev Ventures, is known for his successful track record in early-stage investments. He discusses why he believes diversification is overrated and critiques thematic investing for its pitfalls. Oren shares insights on decision-making without partners, emphasizing intuition over rigid frameworks. He also highlights his preference for under-appreciated markets and the importance of character in assessing investment teams. His unique, concentrated strategy challenges conventional VC wisdom and showcases a fascinating perspective on the industry.
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Oren's Path to Venture
- Oren Zeev started at IBM and Apax before founding Zeev Ventures.
- He spent years investing his own money like a VC before raising external funds.
Downturn Intuition
- Experience in venture capital provides valuable intuition for navigating downturns. Each crisis is unique, requiring adaptable strategies.
Solo GP Approach
- Oren Zeev chose to be a solo GP to avoid partnership dynamics and maintain control over investment decisions. He prefers accountability for his own mistakes.
