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.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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How I Invest with David Weisburd · E407: Why Venture Capital is Becoming a Winner-Take All Market · 24 Jul 2026 podcast

Maybe you see significant 5, 10x plus upside from there.

Or maybe you don't, where you think valuation is overstretched.

I'm already eight years into the fund.

It's returning three times my fund.

So I'm going to take 1x DPI on the whole fund out to de-risk.

That can be a great way to do it too.

It really depends.

We've looked at our performance over this.

We've consistently generated great returns for our LPs.

We've been very fortunate, and this is all thanks to our GPs we've backed.

We have had some funds that have been spiked, underlying funds that have been spiky, but we've also had significant consistency where we find a significant chunk of every one of our fund of funds is 3x net or above.

So I think we should, for more durability and consistency in our underwrite, then let's try to get spikiness.

And it goes back to my point of participatory or lead.

If you're constantly participating in deals and not leading, you will probably hit an anthropic in one of your funds.

But hitting an anthropic every two years is really hard.

So if you hit an anthropic and you own less than 1%, you're going to have a 10 to 15x fund, maybe more.

But that model for you to be spiky every vintage predicates on you finding an anthropic every two years.

It's really hard.

We want GPs who have a consistency in their strategy.

And maybe there's a bucket.

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