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.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 3 in all, peaking in May 2026 with 2.

Appearances

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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 20VC: The AI Boom Will Create Enormous Roadkill: Who Wins & Loses | Why Founders Should Never Take Multi-Stage Money at Seed | Why Triple, Triple, Double, Double is Good Enough · 8 Aug 2026 podcast

And I think that the absolute return would be better.

I don't think that the multiple would necessarily be better.

I think you may be looking at the top two or three hundred companies.

Is that not our business?

I don't think so.

I think that that's the momentum business.

And I think knowing how and when to get out quickly with some of those really, really matters.

And that's not really my business.

So my business is value, is getting involved early and trying to find value opportunities.

There are times again where it's an intoxicating

founder and being on that journey together.

But I'm not sure that those are your fund returners.

The difficulty with some of those momentum assets is it was w what we were talking about earlier is you've got to be able to like run for the exits when you can.

It's exactly what you were saying is you didn't think that founder was all that great or you thought that the like the valuation was so far ahead of the reality of the business.

But you're asking a question, you're asking a m a momentum question.

Yeah.

And is it all momentum?

I've got to be careful not to be too anachronistic in this, because we have invested in momentum.

There's just no it would be so disingenuous for me to say that we haven't.

Aaron Powell When you say that, like what do you mean we have invested in momentum?

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