Unlocking the Power of Data with VenCap’s David Clark | E1906

In this episode, Jason Calacanis is joined by David Clark to discuss VenCap's investment strategies, the importance of longevity in VC, and the analysis of data covering 12,000 companies. They delve into portfolio strategy, the value of long-term investing, and challenges faced when considering seed managers. Also, they talk about managing successful GPs, understanding the J-Curve, and preparing founders for potential challenges.

Speakers

AI Chat

David Clark

Guest • 48%

Nick Calacanis

Host • 1%

Jason Calacanis

Host • 42%

Jason Calacanis

Host • 9%

Partners

Chapters

0:00	David Clark joins Jason.
2:41	Looking at the data behind VenCap’s approach to alpha vs beta, managers and their over 500 investments to date.
5:25	What distinguishes longevity and success in VC.
9:15	Analysing the data from Davids chart covering 12,000 companies and the power law.
10:34	Gusto - Get three months free when you run your first payroll at http://www.gusto.com/twist
12:43	Portfolio strategy and finding that 1% of fund returners.
18:59	The value of investing in a company over a longer periods of time. (21:23) Northwest Registered Agent - Get a 60% discount on your next LLC at http://www.northwestregisteredagent.com/twist
22:17	The challenges VenCap face when looking at seed managers.
25:47	The importance of strategy and timing on selling.
29:18	) Uizard - Get 25% off Uizard Pro for an entire year at http://www.uizard.io/twist
33:05	Managing succesful GPs and having them ‘stay in the game’.
41:49	Correcting the missing understadning of the J-Curve.
48:43	Preparing with founders for when things may go south.
58:36	Founder Fridays message from Jason.

Transcript

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