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 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

Question for you.

It's not a bad company, but it's just not good enough for the exits that would have been possible two years ago.

So let's say this company is sitting on the books at 15 times revenue right now.

So $300 million company sitting at $4.5 billion.

Well, search fund is going to come in and try to buy it for three times.

If that, you're not wrong.

There will be buyers.

You can find private equity investors that buy value and they're fine with a 20, 25% grower, but they are going to pay nowhere close to where it's being valued on the books.

I agree.

So we think a lot about that.

I mean, when we underwrite a new manager and we look at their historical performance, we don't just take the marks.

We think about contextually where the market is, where the company is playing, and what the actual valuation of the company would be.

I tell my wife this is the only job I believe I'm good at.

And at this point, I'm locked in for the rest of my career.

And

The thing I've enjoyed the most about this job is the managers we back and the people we work with, they're just exceptionally talented people.

And what excites me the most is one, we get to work with the smartest people and I always feel dumb in the room with the managers, but then you fast forward three, five, 10 years and the manager you backed at that PowerPoint stage where you wrote the PowerPoint with them, their deck, their strategy, you help them set up the firm and they're massively successful.

That is the most gratifying moment in our careers.

Like seeing that from inception to the success story actually playing out.

If they're one of those top 20 firms out of 3000, that to me is the probably the most gratifying part of my job.

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