David Weisburd
π€ SpeakerAppearances Over Time
Podcast Appearances
You've raised $875 million in one of the most difficult fundraising markets in decades.
How were you able to accomplish this?
Renovus, alongside being over-subscribed on 875 million, you're also ranked number one in terms of quantitative metrics like IRR, DPI, TBPI.
What allows you to capture alpha in your fund?
Over those 15 years, what has compounded exponentially and what has compounded linearly?
One of the hardest things of investing is seeing what's shifting before everyone else does.
For decades, only the largest hedge funds could afford extensive channel research programs to spot inflection points before earnings and to stay ahead of consensus.
Meanwhile, smaller funds have been forced to cobble together ad hoc channel intelligence or rely on stale reports from sell-side shops.
But channel checks are no longer a luxury.
They're becoming table stakes for the industry.
The challenges has always been scale, speed and consistency.
That's where AlphaSense comes in.
AlphaSense is redefining channel research.
Instead of static point-in-time reports, AlphaSense channel checks delivers a continuously refreshed view of demand, pricing, and competitive dynamics powered by interviews with real operators, suppliers, distributors, and channel partners across the value chain.
Thousands of consistent channel conversations every month deliver clean, comparable signals, helping investors spot inflection points weeks before they show up in earnings or consensus estimates.
The best part?
These proprietary channel checks integrate directly into AlphaSense's research platform, trusted by 75% of the world's top hedge funds, with access to over 500 million premium sources, from company filings and brokerage research to news, trade journals, and more than 240,000 expert call transcripts.
That context turns raw signal into conviction.
The first to see wins, the rest follow.
Check it out for yourself at alpha-sense.com slash how I invest.