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 months

Recordings per month over the last 12 months — 4 in all, peaking in Jul 2026 with 1.

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Venture Unlocked: The playbook for venture capital managers · Betting on Founders Who Build the Real World · 3 Dec 2025 podcast

I'm going to work with entrepreneurs.

And it's all the other stuff that you have to do because you have to think about your LPs who are your shareholders.

You have to think about your team, its talent acquisition, retention, its KPIs.

How do you know it's working in a business that has such a long feedback cycle?

because it does take 10 years to even know, are you actually building something where the returns are actually showing up?

And I want to maybe go down and double click on a few of those.

So let's talk about from a team standpoint, you mentioned high conviction investing.

You've brought in people that are operators that may not have been long time VCs, but really understood sort of the manufacturing or physical world.

You teach them to be investors.

They're now acting as stewards of capital.

How do you think about decision making?

Because you are taking high ownership in these companies.

And when you invest in, let's say, at Series A and you take 20 to 25 percent ownership, you have to be sure it's one of those companies that can grow and potentially return the fund.

It also creates a conflict of you investing in other companies that are very similar comparables.

So tell us what goes into how you make decisions.

Is it consensus based?

Is it each investor can make their own based on conviction?

When you're having conversations, and there are probably so many situations where a company is loved by a single partner or somebody who sourced the opportunity, worked with the founder, did the diligence, but it may not be obvious.

And to the rest of the people that are in those IC meetings, having conversation, maybe providing counter arguments of doing it, how does that actually then play out in terms of the individual who's championing the deal actually doing it?

And then from that, are there certain rubrics that are become non-negotiables if somebody brings a deal and it's a founder issue or it's a traction issue that it just doesn't happen?

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