David Weisburd
👤 SpeakerAppearances Over Time
Podcast Appearances
If you found this conversation valuable, please click follow how I invest so that you don't miss the next episode with the world's top investors.
Before you became a family office investor, you spent two decades bootstrapping SaaS companies.
What did that teach you about being an investor?
Obviously, when you're investing, you're also competing against very sophisticated venture capitalists.
What edge do you have there that VCs don't have?
So my more, why is that so different than the traditional venture co-invest process?
Interesting.
It's a trend not only in family offices, but also in institutional investors.
I recently spoke to an Ivy League endowment and they talk about that.
They're really focused on
Minimizing their unfunded liability, being able to do more direct deals, being able to have access to liquidity, being in their own kind of pools of capital so that they could transact if liquidity needs came to mind.
So it's not just family offices that are avoiding blind pool funds.
Institutional investors are really focused on how do we get more into direct deals?
How do we get more into co-invest and how do we control our destiny?
Some of these SPVs that you're doing, they get as large as nine figures, 100 million plus.
Tell me about how you get to these kind of quantums on single deals.
Expert calls have always been one of the most powerful ways to build conviction, but today investors are asked to cover more companies, move faster, and do it with leaner teams.
With AlphaSense AI-led expert calls, their TGIS call service team sources experts based on your research criteria and lets the AI interviewer get to work.
The magic is in the AI interviewer, purpose-built and knowledgeable-based information to conduct high-quality, context-rich conversations on your behalf.
acting as a trusted extension of your team.