Venture Unlocked: The playbook for venture capital managers

Tom Loverro of IVP discusses the market shift in 2023 and 2024, advising startups to go on offense. He covers the repercussions of the capital-constrained market, transitioning from defense to offense, and the importance of high-conviction opportunities in venture capital.

Venture capitalist Mike Maples discusses the importance of identifying pattern-breaking founders in startups, emphasizing the value of insights and inflections for success. He shares insights on investing in non-consensus startups like Twitch, highlighting the need for unique visions and authenticity in founders. The podcast explores the power of unique insights, inflection points, and being non-consensus in the venture capital landscape.

TX Zhuo, Co-Founder of Fika Ventures, talks about founder-first mentality, LP fundraising challenges, and valuation methodology in venture capital. They discuss building trust with founders, managing tough conversations in fast-paced funding rounds, and the importance of consistency in decision-making frameworks.

Michael Kim, Founder of Cendana Capital, talks about backing small, emerging managers in venture capital. He discusses qualities of great emerging managers, challenges in fundraising, and the need for liquidity in the secondary market. The podcast explores topics such as portfolio construction, fund sizing, and the evolution of seed funds in the VC landscape.

Amy Saper, Partner at Uncork Capital, shares insights on embracing constraints for creativity in startups. She talks about non-consensus investing, evaluating technical teams, and attracting talent. Amy reflects on her transition to venture capital and learnings as an institutional investor.

Meghan Reynolds of Altimeter Capital discusses evolving VC liquidity challenges like strip sales and GP-led secondaries. They emphasize the need for GPs to adapt to changing industry dynamics. The podcast also highlights the role of Sydecar in enhancing accessibility and liquidity for emerging VCs in private markets.

Venture capitalists Jenny Fielding, Kirby Winfield, and Nate Williams discuss the seed stage market reset, fund sizing, reserve strategies, and LP perspectives. They touch on founder challenges, revenue growth, Series A graduation rates, evolving funding dynamics, reserve strategies, and fund stability considerations.

David Sacks, Founder of Craft Ventures, discusses the evolution of the firm, strategic fund scaling, and industry insights in venture capital. They explore transitioning from operating companies to full-time investing, focusing on SaaS startups, fund evolution from multi-stage to specialized, navigating market shifts, and building a transparent culture in VC.

Adam Bain of 01 Advisors discusses scaling Twitter, being coached by Bill Campbell, and their unique approach to venture coaching. They don't take board seats and focus on transitioning from operating to investing. They explore evaluating CEO talents, using personality tests, and Series B funding dynamics in the market.

Mitchell Green of Lead Edge Capital discusses the Moneyball approach to investing, effective cold calling, and managing 700+ strategic LPs. The podcast highlights the firm's unique model combining PE and growth strategies, emphasizing strategic evaluations and LP relationships. The episode explores the value of being a contrarian investor and embracing risk in the venture capital landscape.