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
The thing that's, I think, challenged a lot of seed stage managers is if you go non-consensus, and when I say non-consensus, the way I'm kind of roughly defining it, it could be a sector that's not particularly hot.
It could be into a founder that's a first-time founder.
It could be a company that is well before traction, is that the additional risk of downstream capital not being there is,
And so a lot of seed stage managers will do the consensus because you get the quicker markups.
It's easier to raise that next fund.
And that becomes this internal challenge of if I do non-consensus, what happens if the company doesn't take off right away?
Is there going to be fall on capital?
How do you think about that and maybe in your minds really work around that sort of reality?
Yeah, I think that's right.
I think you can get the series A with pedigree, particularly if it's a sector and the person has some kind of brand.
It's usually at the series B, you have to show some definable metrics that allow somebody to say, okay, this can be a company that has at least the potential to return.
you know, whatever a big, at that point, you're dealing with bigger funds.
So if it's not going to move the needle, they're not going to do it.
And so the metrics have to be there.
You know, one of the challenges, and I'd love to get your take on this is, when you think about these non consensus, in many cases, it's not always guaranteed, those metrics are going to come really quickly.
So if I'm looking at a non consensus founder, meaning that
They haven't done this multiple times over with great exits.
Maybe it's a company, particularly in the consumer space, that takes a little bit of time to start monetizing.
It may not even be the hottest sector.
Those companies may need a little bit more runway before they get to a Series A. How does your investing thesis inform portfolio construction when it comes to ownership, number of companies, initial versus follow-on capital reserves?
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