Aram Verdian
speaker
731 appearances
1 recordings
1 series
first heard Jul 2026
last heard 24 Jul
Aram Verdian’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
They've gotten much bigger, which then puts the consistency into question.
You could raise a billion, 2 billion as an allocator and invest significant dollars in firms that have grown a lot, putting aside the big firms, but the seed firms.
Say, take a seed firm that's 75 million, not raising 500.
Yeah, you could probably get 100 million if you were 30 in the 75.
The question is, do you want to?
Is that the right time to double down on that firm?
What I would rather do is go to the GP and say, hey, raise another 75 and we'll do all your 75.
And by the way, that's a conversation we constantly have with GPs.
In theory, yeah.
They might as well just work with us in one office at that point.
What do you think, by the way?
You're thinking maybe down the road you raise a fund.
If an LP came to you, an LP who's highly educated in the space, and you really bond with them, like you align with them in their thesis, and they told you, we want to be 50% plus of your fund.
I totally agree with you.
And I mean, you don't have to use us as an example, but say this LP, this hypothetical LP, say they don't re-up with you.
And they were a big chunk of your fund in fund two or fund three.
It's a big hole, but there is usually a specific reason they're not re-upping with you because they have been consistently allocating the venture for decades.
So if they're not re-upping with you,
your team blew up or performance was not what was expected.
In which case it's not an issue that only they're facing.
Showing 241–260 of 731 · page 13 of 37
← Previous
Next →