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SaaS Interviews with CEOs, Startups, Founders

1472 How She Raised Her Own $90m Fund at 29 Years Old

05 Aug 2019

Transcription

Chapter 1: What is the main topic discussed in this episode?

0.031 - 17.584 Nathan Latka

My new book, How to Be a Capitalist Without Any Capital, is out. You can get it at capitalistbook.com. Here's what Nicholas said on March 6th on Amazon. Incredibly incisive, useful, and sensible. The author is not greedy and is in fact extremely generous and does not hold back on the knowledge he imparts.

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17.564 - 31.841 Nathan Latka

I've barely made it halfway to the book, and I'm already gushing over the book because it's an absolute gem. Nathan gets to the point quick, shows proof, and best of all, shows you not just what to do, but how to do it in explicit detail. To say the book is actionable is an understatement.

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32.302 - 45.057 Nathan Latka

Now, you guys that listen to the podcast know I'm detail-oriented, so that review might not surprise you, but I hope you grab the book. It's now a Wall Street Journal Instant National Bestseller. Grab it at capitalistbook.com. Audible version is available too.

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45.425 - 59.798 Nathan Latka

got a lot of experience in industry, had her own exit operating her own company, then said, you know what, I'm gonna go try this myself, raised a $17 million fund, won about a year and a half, two years ago, had a lot of success deploying that capital, then raised another fund, 90 million bucks, as she looks at scaling that.

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60.058 - 87.657 Nathan Latka

Her biggest success, Grub Market, again, gotten to that company, and now on paper, that's grown over almost 100X, just that position alone. This is the Top Entrepreneurs Podcast, where founders share how they started their companies and got filthy rich... or crash and burn. Each episode features revenue numbers, customer counts, and other insider information that creates business news headlines.

87.837 - 90.941 Nathan Latka

We went from a couple of hundred thousand dollars to 2.7 million.

91.182 - 92.844 Lu Zhang

I had no money when I started the company.

93.164 - 116.903 Nathan Latka

It was $160 million, which is the size of many IPOs. We're a bit strapped. We have like 22,000 customers. With over 5 million downloads in a very short amount of time, major outlets like Inc. are calling us the fastest growing business show on iTunes. I'm your host, Nathan Latka, and here's today's episode. Hello, everyone. My guest today is Lu Zhang.

116.923 - 131.86 Nathan Latka

She's the founder and managing partner of Fusion Fund. In 2017, she was awarded the Forbes 30 Under 30 as a featured honoree in the VC category. The same year, she was selected as Town & Country 50 New Modern Swans. Recently, she was awarded as the Young Global Leader of the World Economic Forum in Davos.

Chapter 2: What inspired Lu Zhang to start her own venture capital fund?

190.241 - 200.298 Lu Zhang

So I kind of feel my background could be a good fit to really help the founder at the earlier stage and become their buddy in the dark side and help them to grow the company in the long term.

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200.578 - 218.147 Nathan Latka

Now, a lot of folks that listen to this show are analysts or maybe even partners at other very large kind of firms, whether it's private equity, VC, etc. They look at what you do and they go, man, One day, I want to do what Lu did. I want to go out and raise my own fund. Walk me through where your head was at when you decided to go, you know, ask for your first capital for the fund.

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218.167 - 220.45 Nathan Latka

And I believe it was, what, a $70 or $80 million fund, right?

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221.652 - 243.545 Lu Zhang

Yeah. So, actually, my fund was a little bit smaller. It's a sub $20 million fund. And I did a second fund last year, which was a sub $100 million fund. So, I was working in another VC firm at that time. And I kind of feel like, okay, I saw the whole ecosystem and I found my passion is with early stage. And I found I'm pretty good at it with my background experience.

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243.625 - 256.18 Lu Zhang

And I know people who are also awesome to team up with me in the near future. So what I start to do is I start to talk with lots of the family offices and also potential investors who are interested in tech and healthcare.

256.16 - 282.927 Lu Zhang

I tell them the trend that the innovation cycle is coming back in 2012, 2013, that's a business model innovation, and coming to 2014 and 15, that's more about how to really support innovation for fundamental tech and the technology application. So they really appreciate my insights on the industry and also feel the passion to work with me. So I have to say I have a relatively easy start.

283.143 - 302.93 Lu Zhang

for like fund my first fund. So I got the initial capital from Capital LP and start to do investment. And along the way, more and more investor came to me saying that I like your portfolio. I like your strategy. So how we could better work together. So I'm like, okay, I could launch fund two. So that's the fund two last year.

303.05 - 308.558 Lu Zhang

So far we have more than $100 million in the management for early stage technology investment.

308.578 - 312.964 Nathan Latka

Let's go back to round one. So what was the total raise? You said less than 20. How much was it?

Chapter 3: How did Lu Zhang raise her first $17 million fund?

873.606 - 875.468 Nathan Latka

Okay, good. So you had a lot of new people coming as well.

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875.828 - 876.309 Lu Zhang

Yes, yes.

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876.489 - 880.253 Nathan Latka

That's very good. All right, Lu, let's wrap up here with the famous five. Number one, what's your favorite business book?

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881.655 - 887.702 Lu Zhang

Business book? The physics of Wall Street.

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888.403 - 889.544 Nathan Latka

The fitness of Wall Street?

890.125 - 890.665 Lu Zhang

Yeah.

890.685 - 892.928 Nathan Latka

Number two, is there a CEO you're following or studying right now?

894.75 - 897.994 Lu Zhang

CEO? You mean the CEO in the big corporation right now?

898.194 - 900.096 Nathan Latka

Just anyone that you're following or studying.

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