This Week in Startups

Optimizing fund structure, GP market fit, & more with Screendoor’s Jamie Rhode | Episode 1917

Mar 21, 2024

49:09

Snipd AI

Exploring topics like optimizing fund structure, qualities of high-performing GPs, early-stage fund managers, effective portfolio construction, and investing in startups that are creating new sectors with Screendoor’s Jamie Rhode

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Podcast summary created with Snipd AI

Quick takeaways

Identifying underrepresented voices and emerging managers in early-stage venture investing diversifies portfolios and drives higher returns.

Successful portfolio construction in venture capital focuses on capturing breakout successes by seeking managers operating on the 'edges' of the market distribution.

Venture managers who uncover new sectors or market niches play a crucial role in driving disruptive technologies and industry shifts, aligning with the power law dynamics of venture capital.

Deep dives

Unlocking Untapped Potential in the Venture Capital Space

Venture capitalists need to identify venture managers operating on the overlooked fringes of the market to access untapped potential. By focusing on supporting underrepresented voices and backing emerging managers investing in the first rounds of innovative ideas, such as those creating entirely new sectors, investors can diversify portfolios and drive higher returns.

Portfolio of 50 to hit outlier

01:52

Key Criteria for Evaluating a Venture Firm

01:20

Importance of Ownership Percentage and Iterative Decision-Making in Investing

01:18

Optimize Tax Strategy and Net Returns Analysis

01:20

Introduction

3min

The Power of Early Stage Venture Investing

6min

Maximizing Return in Emerging Manager Portfolio and Leveraging Technology for Pitch Decks

3min

Strategic Capital Deployment and Portfolio Construction in Venture Capital

10min

Challenges in Underwriting GPs and Leveraging Resources for Assessing Emerging Managers

2min

Investing in Overlooked Venture Managers for Growth

6min

Diversity in Company Leadership and Building a Diversified Portfolio

4min

Navigating the World of Underwriting GPs and Investment Strategies

15min

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Todays show:

Screendoor’s Jamie Rhode joins Jason to discuss the evolution of early-stage fund managers (3:00), effective portfolio construction (11:18), qualities of high-performing GPs (38:37), and much more!

Timestamps:

(00:00) Screendoor’s Jamie Rhode joins Jason

(3:00) Early-stage fund managers today, spray and pray vs. concentrated bets, and importance of GP market fit

(10:11) Miro - Sign up for a free account at https://miro.com/startups

(11:18) Effective portfolio construction, investing in startups that are creating new sectors, and finding the right fund managers

(17:28) Why seed stage investing attracts fewer GPs than series A or B

(23:08) Hubspot - Sign up for HubSpot's FREE CRM and get access to the AI Content Writer https://www.youtube.com/watch?v=tmJwJF6ppCo https://clickhubspot.com/zu8

(24:28) Quantity of GPs to invest in and Screendoor’s approach to the DEI landscape

(32:22) Gelt - It’s time to take control over your taxes. Visit http://joingelt.com/twist now.

(33:35) Carry, Fees, and the percentage of a fund that Screendoor targets

(38:37) Qualities of high-performing GPs

Check out Screendoor: https://www.screendoor.co