Menu
Sign In Search Podcasts Charts People & Topics Add Podcast API Blog Pricing

Peter Lacaillade

๐Ÿ‘ค Speaker
969 total appearances

Appearances Over Time

Podcast Appearances

Invest Like the Best with Patrick O'Shaughnessy
Peter Lacaillade - Backing The Best Managers In Private Markets - [Invest Like the Best, EP.437]

This is bootstrapped software companies generally.

Invest Like the Best with Patrick O'Shaughnessy
Peter Lacaillade - Backing The Best Managers In Private Markets - [Invest Like the Best, EP.437]

But Jeremiah Daly at Elephant Partners and his partner, Andy Hunt.

Invest Like the Best with Patrick O'Shaughnessy
Peter Lacaillade - Backing The Best Managers In Private Markets - [Invest Like the Best, EP.437]

Jeremiah was previously at Summit Partners, Excel, and then Highland.

Invest Like the Best with Patrick O'Shaughnessy
Peter Lacaillade - Backing The Best Managers In Private Markets - [Invest Like the Best, EP.437]

Andy Hunt was the

Invest Like the Best with Patrick O'Shaughnessy
Peter Lacaillade - Backing The Best Managers In Private Markets - [Invest Like the Best, EP.437]

co-founder of Warby Parker, and then was at Highland.

Invest Like the Best with Patrick O'Shaughnessy
Peter Lacaillade - Backing The Best Managers In Private Markets - [Invest Like the Best, EP.437]

And they founded Elephant.

Invest Like the Best with Patrick O'Shaughnessy
Peter Lacaillade - Backing The Best Managers In Private Markets - [Invest Like the Best, EP.437]

That's been an incredibly successful investment for us.

Invest Like the Best with Patrick O'Shaughnessy
Peter Lacaillade - Backing The Best Managers In Private Markets - [Invest Like the Best, EP.437]

Then we came into FundOne.

Invest Like the Best with Patrick O'Shaughnessy
Peter Lacaillade - Backing The Best Managers In Private Markets - [Invest Like the Best, EP.437]

They had a company, Nova4, which is very big, was a public company, now taken private, but outstanding returns.

Invest Like the Best with Patrick O'Shaughnessy
Peter Lacaillade - Backing The Best Managers In Private Markets - [Invest Like the Best, EP.437]

But then Jordan, Batman, West, and Gaddy have this firm called Radian.

Invest Like the Best with Patrick O'Shaughnessy
Peter Lacaillade - Backing The Best Managers In Private Markets - [Invest Like the Best, EP.437]

They were both at Bain Capital Ventures, were very bullish on them.

Invest Like the Best with Patrick O'Shaughnessy
Peter Lacaillade - Backing The Best Managers In Private Markets - [Invest Like the Best, EP.437]

Mickey, who was at Summit with Jeremiah Daly, and then was recruited to go to Sequoia.

Invest Like the Best with Patrick O'Shaughnessy
Peter Lacaillade - Backing The Best Managers In Private Markets - [Invest Like the Best, EP.437]

When he was at Sequoia, he did some good deals, but he was like, Sequoia is not trying to get three Xs.

Invest Like the Best with Patrick O'Shaughnessy
Peter Lacaillade - Backing The Best Managers In Private Markets - [Invest Like the Best, EP.437]

They're trying to get really- NVIDIA.

Invest Like the Best with Patrick O'Shaughnessy
Peter Lacaillade - Backing The Best Managers In Private Markets - [Invest Like the Best, EP.437]

Yeah.

Invest Like the Best with Patrick O'Shaughnessy
Peter Lacaillade - Backing The Best Managers In Private Markets - [Invest Like the Best, EP.437]

They're trying to get, so it was not the right fit for him at Sequoia.

Invest Like the Best with Patrick O'Shaughnessy
Peter Lacaillade - Backing The Best Managers In Private Markets - [Invest Like the Best, EP.437]

The lowly 3X.

Invest Like the Best with Patrick O'Shaughnessy
Peter Lacaillade - Backing The Best Managers In Private Markets - [Invest Like the Best, EP.437]

Yeah.

Invest Like the Best with Patrick O'Shaughnessy
Peter Lacaillade - Backing The Best Managers In Private Markets - [Invest Like the Best, EP.437]

There's a story.

Invest Like the Best with Patrick O'Shaughnessy
Peter Lacaillade - Backing The Best Managers In Private Markets - [Invest Like the Best, EP.437]

Yeah.