David Frankel

speaker

1,234 appearances 4 recordings 3 series first heard Oct 2024 last heard 8 Aug

David Frankel’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 — 3 in all, peaking in May 2026 with 2.

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It goes back to I hate to think of ourselves as like their insurance policy, but I think a few entrepreneurs have thought about that.

And I think there's a little bit out in the zeitgeist going, FC is a great insurance policy.

You want them in the round and it it costs very little to have Harry or David in like for five

To say to you that we don't have the discussion, that it isn't attention, that we we go back to it.

It's hard to be contrarian when there's so much money going around, it's hard to say no.

Yeah.

And then here's how we come out is the GP has been the biggest LP, and we're greedy for returns, not management fees.

Aaron Powell What percent of the fund are you now?

We're certainly in the last few funds.

largest LP.

There's no LP that is bigger than the GP.

We're seriously aligned with our LPs, but what are we seeking?

And this is the answer to your question.

It may be wrong.

Literally, if you do the analysis, you may go, like, that was crazy.

You left so much on the table.

We've been very disciplined about strategy and very disciplined about DPI.

Because it's a rational conversation, it comes up.

Yeah.

And then you come back to saying, okay, who wants to do this?

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