David Weisburd

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As I go deeper and deeper into fundraising and interviewing exceptional people such as yourself who have raised $10 billion in venture capital, a lot of it does seem to rely on these momentum games.

And oftentimes fundraising is a momentum game, whether it's finding the anchor for a company, finding the anchor for a fund.

But you were able to close this with losing a lot of momentum along the way.

How did you break this cycle of the deal almost dying and then getting buy-in from the market to back you multiple times?

That's so fascinating.

Sometimes these negotiations, in your case, it was 21 months.

Sometimes people could be so anchored in their positions, 20 months and 30 days, and then in the last day, they can move by 50% once you really give them a true binary choice.

I think about this heroic trade.

You essentially made this heroic trade.

It wasn't quite a trade in that you bet on a stock.

It was a fundraise.

And when I've interviewed people like Cliff Asness from AQR, who struggled when value was out of favor, or like Bill Brown, who did the big short trade within the Stern family office,

One of the things that the greats really keep on doing is they're not just arbitrarily holding their position.

They're saying, I'm all in no matter what.

They're constantly reevaluating your priors.