Venture Unlocked: The playbook for venture capital managers

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.

The podcast discusses LP perspectives on early-stage and late VC, the role of venture in private portfolios, challenges faced by unicorn companies in maintaining high valuations, impact of crossover funds on growth markets, and insights on market dynamics and investment strategies in venture capital.

Samir Kaul from Khosla Ventures discusses investing across cycles, market insanity pre-2022, and building a firm. They talk about their focus on technology-heavy investments, capital abundance, the potential of the AI super cycle, and non-consensus decision making in venture capital. They reflect on their quarter-century career and share advice on focusing on high-growth companies.

Aileen Lee of Cowboy Ventures discusses the rise of unicorns and the evolution of capital efficiency. She explores the role of experienced venture capitalists in rising tide markets and the importance of understanding business models. They also discuss the current state of venture capital funding and trends.