Billion Dollar Moves™ with Sarah Chen-Spellings | Global Venture Capital Unlocking Venture Capital through Private Wealth w/ Samir Kaji, Allocate
Mar 7, 2024
In this discussion, Samir Kaji, the CEO and co-founder of Allocate, shares his insights from over 20 years in venture capital. He dives into the shifting landscape of private wealth funding as traditional investments wane and explores the emerging trends among venture managers. Kaji highlights the critical 'track record trap' to avoid, while stressing the importance of transparency and diversity in investments. His predictions for 2024 hint at resilience amidst challenges, urging investors to focus on fundamentals and adapt to market changes.
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Venture Appears More Attractive Now
- Venture looks more attractive today due to lower valuations and better operating discipline.
- Samir links this to an upcoming AI-driven supercycle that could amplify returns.
Reassess Startup Banking Choices
- Evaluate banks by their relationship orientation and digital capabilities when choosing startup banking partners.
- Expect higher loan pricing because deposit funding now requires yield in a post-ZIRP world.
Use Digital Platforms To Access Venture
- Use platforms like Allocate to access curated venture funds with lower minimums and unified portfolio visibility.
- Consolidate documents, cash flows, and performance into one interface to manage private portfolios like institutions.