Samir Kaji
speaker
769 appearances
5 recordings
1 series
first heard Sep 2025
last heard 28 Jul
Samir Kaji’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 — 4 in all, peaking in Jul 2026 with 1.
Appearances
How purposeful was that piece of it of what does Eclipse stand for from the values and then, you know, the type of people you bring into the firm?
If you then think back at that time, I mean, as you and Pierre, Pierre is still around at the age of 95 and a ton of energy, obviously, in terms of what he's not only done, but done with you.
But as you look at the evolution of the business, which now, you know, the last set of funds, obviously north of a billion total, the first fund was sub 200 million.
Walk us through the original thesis of what you studied.
related to thinking through this aspect of investing in the physical world.
When at the time it was all about kind of mobile and it was SaaS, where did you see the main gap?
And now that we're a year 10, you can kind of look back at all the things that have happened and
Similarly for us as a company, so Allocate, we started four and a half years ago.
And a lot of the original thesis is the very same, which is around the private markets.
It's around the size, making things easier.
And that hasn't really changed.
But a lot of things have changed based on client insights, based on the evolution of the private markets, the macro.
If you can look back, I guess, on those 10 years and you kind of mentioned one thing, which is adopting or adapting the fund size based on the changes.
What are some of the other big changes that you've seen during those 10 years that did act as a forcing function to change something about what you did, whether it was fund size, decision making criteria, maybe the portfolio construction, things like that?
When you think about the business model though, and the business model for $125 million fund is very different than a fundraising five, six, 700 million, right?
You're deploying more capital, the portfolio construction, you're doing follow-ons at a much deeper degree, you're going later in the stack.
And of course you have both early stage and kind of growth stage opportunities.
What has changed, I guess, on the business model standpoint as you've grown fund sizes in as much as has anything changed in terms of how you make decisions, how you underwrite, and maybe just around the edges, like things that might be not obvious that managers should think about as they continue to grow fund sizes?
I couldn't agree with that more.
And so many people actually miss this, whereby they think raising a fund is just basically around, I'm going to invest a bunch of capital.
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