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David Weisburd

πŸ‘€ Speaker
3481 total appearances

Appearances Over Time

Podcast Appearances

How I Invest with David Weisburd
E288: Inside a PE Fund Ranked #1 in IRR, DPI, and TVPI

You've raised $875 million in one of the most difficult fundraising markets in decades.

How I Invest with David Weisburd
E288: Inside a PE Fund Ranked #1 in IRR, DPI, and TVPI

How were you able to accomplish this?

How I Invest with David Weisburd
E288: Inside a PE Fund Ranked #1 in IRR, DPI, and TVPI

Renovus, alongside being over-subscribed on 875 million, you're also ranked number one in terms of quantitative metrics like IRR, DPI, TBPI.

How I Invest with David Weisburd
E288: Inside a PE Fund Ranked #1 in IRR, DPI, and TVPI

What allows you to capture alpha in your fund?

How I Invest with David Weisburd
E288: Inside a PE Fund Ranked #1 in IRR, DPI, and TVPI

Over those 15 years, what has compounded exponentially and what has compounded linearly?

How I Invest with David Weisburd
E288: Inside a PE Fund Ranked #1 in IRR, DPI, and TVPI

One of the hardest things of investing is seeing what's shifting before everyone else does.

How I Invest with David Weisburd
E288: Inside a PE Fund Ranked #1 in IRR, DPI, and TVPI

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.

How I Invest with David Weisburd
E288: Inside a PE Fund Ranked #1 in IRR, DPI, and TVPI

Meanwhile, smaller funds have been forced to cobble together ad hoc channel intelligence or rely on stale reports from sell-side shops.

How I Invest with David Weisburd
E288: Inside a PE Fund Ranked #1 in IRR, DPI, and TVPI

But channel checks are no longer a luxury.

How I Invest with David Weisburd
E288: Inside a PE Fund Ranked #1 in IRR, DPI, and TVPI

They're becoming table stakes for the industry.

How I Invest with David Weisburd
E288: Inside a PE Fund Ranked #1 in IRR, DPI, and TVPI

The challenges has always been scale, speed and consistency.

How I Invest with David Weisburd
E288: Inside a PE Fund Ranked #1 in IRR, DPI, and TVPI

That's where AlphaSense comes in.

How I Invest with David Weisburd
E288: Inside a PE Fund Ranked #1 in IRR, DPI, and TVPI

AlphaSense is redefining channel research.

How I Invest with David Weisburd
E288: Inside a PE Fund Ranked #1 in IRR, DPI, and TVPI

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.

How I Invest with David Weisburd
E288: Inside a PE Fund Ranked #1 in IRR, DPI, and TVPI

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.

How I Invest with David Weisburd
E288: Inside a PE Fund Ranked #1 in IRR, DPI, and TVPI

The best part?

How I Invest with David Weisburd
E288: Inside a PE Fund Ranked #1 in IRR, DPI, and TVPI

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.

How I Invest with David Weisburd
E288: Inside a PE Fund Ranked #1 in IRR, DPI, and TVPI

That context turns raw signal into conviction.

How I Invest with David Weisburd
E288: Inside a PE Fund Ranked #1 in IRR, DPI, and TVPI

The first to see wins, the rest follow.

How I Invest with David Weisburd
E288: Inside a PE Fund Ranked #1 in IRR, DPI, and TVPI

Check it out for yourself at alpha-sense.com slash how I invest.