Gokul Rajaram
speaker
1,839 appearances
2 recordings
2 series
first heard Jan 2026
last heard 16 Mar
Gokul Rajaram’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Mar 2026 with 1.
Appearances
That's why I think my biggest regret is, one of my biggest regrets is actually passing on Vanta because I met Christina, but I had already committed.
I was like, this person is going to win the market, but I've already committed to another company in the space.
And sadly enough, I believe in like, once you invest in a company, as an angel, I didn't have the time to scan the landscape and meet with all the companies in the space.
And that's what I do now.
I have time, but Vanta is...
will be definitely part of my anti-portfolio.
I think it's part of yours too, if I remember correctly.
Yeah.
As an angel, I used to hold till IPO.
So Figma had many liquidity opportunities during the years, but I kept holding it for 13 years till it went public.
I think at the IPO, it was actually priced very nicely.
Unfortunately, after the IPO, it has been more challenging price-wise.
But I think as a fund investor, it becomes interesting.
I think there are two situations.
One of the things I think most early-stage firms get wrong is they just focus on MOIC.
They don't focus on IRR.
And MOIC is Multiple Invested Capital.
I think IRR matters a lot, as you know.
An LP told us about a firm that gave them a 7x MOIC over 20 years, and that was a team's IRR.
And that is like, okay, you know, there's something crazy here.
Showing 721–740 of 1,839 · page 37 of 92
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