Trey Ward

speaker

263 appearances 1 recordings 1 series first heard Jan 2026 last heard 13 Jan

Trey Ward’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 · E281:The Tsunami of Pain Facing Venture Capital · 13 Jan 2026 podcast

But also, we're going to relinquish you of the board because we're going to restructure the board so it's focused on the industry, not on financial investors.

We're going to take you off the board.

And so what you get back is freedom.

You don't have to spend your next three months going through this hellish process, to be frank.

You can go spend time with your winners, which is where most venture investors want to be anyways, because that's where the economics are usually made, in your winners.

And so if you structure and you communicate it that way,

The output is pretty obvious and we've seen it in practice, right?

In the two companies where we perform this on, we have venture investors asking to invest in the fund, sending us deals, right?

The value to them is clear.

If we succeed in our vision, we look like Constellation Software in 10 years.

There was a venture capitalist named Mark Leonard in 1995 that started to look at software businesses that didn't really fit that venture curve, right?

And stop me if this starts to sound familiar, David, but he felt there was value there.

So he started acquiring these businesses, usually for less than $5 million.

He would then use the profit of those businesses to acquire new businesses.

So that group, Constellation Software, went public in 2006, I think about $250 million.

I looked at their market cap last night, $70 billion, right?

And so they have proven without a doubt that there is value in unlooked places.

For us, though, we want to be constellation software.

We want to be bending spoon, but we want to be doing it in the physical world.

Right.

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