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

Jack Altman, a former VC-backed founder turned angel and institutional investor, shares insights into his dynamic journey in venture capital. He discusses the transition from using personal capital to managing LP dollars, revealing where he feels confident taking risks. The conversation highlights the founding philosophy of Asylum Ventures, which emphasizes treating founders as artists and fostering genuine relationships. Additionally, they touch on the rise of podcasts in industry communication and the innovative community events blending art and entrepreneurship in New York.

Jack Altman, a venture capitalist and founder of HR platform Lattice, shares insights from his journey transitioning from angel investor to institutional investor. Alongside Nick Chirls of Asylum Ventures and Beezer Clarkson of Sapphire Partners, he discusses the significance of building a strong reputation and making swift decisions as a founder. Jack emphasizes the art of ruthless prioritization, balancing family life with a demanding career, and the distinctive dynamics of investing personal versus institutional capital. His personal anecdotes and practical advice make for an engaging conversation.

Join Jason Shuman, a contrarian investor known for his unique approach, and Will Quist, an investor focused on the startup-Venture Capital relationship, as they uncover the true value VCs bring to the table. They discuss the art of contrarian investing, emphasizing market timing and strategic clarity. The conversation dives into the complex interplay between startups and VCs, highlighting how strong relationships and alignment between investors and founders can either make or break a venture's success. Tune in for insights on navigating the venture capital landscape!

Join Jason Shuman, a Primary GP focused on impact investing, and Will Quist, a Partner at Slow Ventures known for his unique firm-building approach, as they delve into the world of non-consensus investing. They discuss the risks and opportunities of zigging while the market zags and reveal how to spot disruptive companies from day one. The conversation also touches on the evolving role of VCs, the significance of founder support, and how impact teams can drive seed stage success.

Joanna Rupp, Managing Director of Private Equity at the University of Chicago, discusses endowment investing, the differences between small and big funds, and the challenges of managing an influx of capital in the VC space. She also evaluates a new venture fund with insights on diligence, relationship building with LPs, and key milestones for success.

Frank Rotman, CIO at QED Investors, discusses the flaws in funding startups, the role of VC associates, and how VCs can stand out. He emphasizes sustainable growth, non-consensus alpha approach, and the need for purpose in the marketplace.

In this podcast, Scott Kupor, Managing Partner at Andreessen Horowitz, discusses the evolution of the firm, managing LP/GP expectations, and the impact of AI on venture capital. He reflects on his role since being the first hire at a16z and shares insights on valuation corrections in the current venture landscape.

In this podcast, Nick Chirls, Beezer Clarkson, and David Clark discuss the challenges and strategies for unlocking performance in venture capital investments. They explore the role of emerging managers, the significance of dollar sizes and returns, and the importance of focus and long-term commitment. They also analyze venture capital performance data, discuss return expectations, and share valuable lessons from past market cycles.

Ed Sim, founder of Boldstart, and Seyonne Kang, Partner at StepStone, join the hosts to discuss Q4 market predictions. They cover topics such as the challenges faced by venture firms, the impact of current market conditions on VC fundraising, factors affecting DPI for older funds, challenges faced by companies in the Q4 VC market, geography and concentration of startup funding, and predictions for Q4 market including uncertainties in startup companies and predictions of failures and markdowns.

Adam Valkin, Managing Director at General Catalyst, shares insights on navigating difficult markets in 2023, investing, firm building, and partnering with founders. He highlights the importance of building alignment and expertise in a small venture firm, the significance of meaningful connections with founders, and the ultimate success being dependent on the founders and their management team.