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 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
Why are we seeing it versus everyone else in the 3,000 firms out there that are supposed to see those deals?
Now, there's nuanced situations where there's porada from a manager, which is why we could see it.
But I also don't know if we would be great at assessing those opportunities as a direct investor.
Whereas I think we're really good at assessing those opportunities as a fund investor.
When we're underwriting a first-time fund and the right to win, that's where our strength comes in.
I don't know if our strength comes in assessing a Series B company.
By the way, if we did do a lot of these deals, you would have to do a lot of them because you probably have some zeros.
and you want to make sure you have a diversified portfolio.
And trust me, we can't lead or co-lead, so we have to participate.
It goes against everything I just said.
We would have to be passive check, participate in everything, and I don't even know if we'd be good at it.
I think we know our strengths and weaknesses, and we know where we can play with strength, and we're fiduciary to our LPs, so we stuck to more fund investments.
Now, we do do co-investments, but more on the private equity growth side, so it's a big part of our firm as well, where these are more bootstrapped, capital efficient software companies.
Why do we do those and not on the venture side?
You typically invest in the same round as the manager at the same cost basis because they just have capacity in the round and their fund can fill it.
So we're fully aligned with the manager.
We come in on the same timeline as the manager.
And even more of a benefit if there's no economics to the deal.
If it's a core deal on mandate coming into the same cost basis and only because they don't have enough capacity from their fund, you have great alignment as a co-investor in that deal.
Series B like five years ago was the toughest round to invest in because you hadn't fully proven out scale of product market fit, but the valuation was high enough, much higher than the Series A. It's like the hardest round to invest in.
Showing 441–460 of 731 · page 23 of 37
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