Jesse D. Serventi

speaker

182 appearances 1 recordings 1 series first heard Jan 2026 last heard 22 Jan

Jesse D. Serventi’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jan 2026 with 1.

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How I Invest with David Weisburd · E288: Inside a PE Fund Ranked #1 in IRR, DPI, and TVPI · 22 Jan 2026 podcast

So that's how we apply that Soros system to Renovist.

I'm a big believer in how you phrase a particular question, and I'm now going to use that question in all of our diligence sessions going forward.

So thank you for that.

You do learn so much about a business after you own it.

That's a fact that every GP will at least admit to you privately.

And obviously, investing involves making decisions about an uncertain future.

And so as the future unfolds after you make the investment, of course, you're going to learn a lot.

What we like about our strategy of doing follow-on investing and building our position over time is that, you know, if you could decide between investing all of your money in a company in day one or invest in the same amount of money over a three or four year period, and you could stop at any time, you would obviously choose that second road 10 out of 10 times.

And so we really like that.

We like, you know, getting smarter, gaining conviction, investing accordingly, or losing conviction and stopping investing accordingly.

So we love that strategy.

in our strategy, it's really a question of like business durability.

You know, we invest in very small companies.

There is such a thing as too small.

You know, if you invest in a $2 million EBITDA business, that's the first thing you buy in a fund.

Is it even a business?

And so that's how we think about that question.

I love Atif's answer there, and it aligns actually really well with the coach that we've been working with personally for many years now.

When we hired him, and this is what he says to us now, he's like, you guys hired me to help turn Renovus from a great fund into a great firm.

And it wasn't something that we thought about in 2010.

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