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
And if they can stay consistent with their strategy and their fund size, they can continue to deliver great returns.
That works really well in seed.
What doesn't work well, if you take those two examples I just gave you and you blow it up to a billion-dollar fund, it becomes much harder at that point to generate those returns.
Some firms have done it.
It's just really, really hard, David.
And like, as I said, their thrive and founders and recent just over the last two, two and a half decades have reached that top echelon.
Some solo GPs have, but it's really hard.
And we see spin outs all the time that are, I call it sort of the messy middle.
It's actually the hardest place to invest in where it's,
Not seed.
It's not billion plus big firms.
It's sort of in between.
But the in between is hard because you can't do the seed rounds because you're too big structurally.
You can't do the $2 million round.
You can't go and camp at Berkeley or Stanford and be like a technical co-founder like a $75 million fund would do.
But you're also big enough where you are going to bump into the big firms.
And so you're in this messy middle where it's really hard for you to, one, get the best deal flow at the seed, structurally you can't, and two,
You don't necessarily have the brand to win the best deal flow against the big firms.
Yeah, venture has become really confusing over the past five years.
At least for me, it has.
Showing 101–120 of 731 · page 6 of 37
← Previous
Next →