The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Thrive Capital's Kareem Zaki on The One Rule That Drives Investment Decision-Making and Focus at Thrive, Why Every Large Institution Will Enter Venture Capital Over the Next Decade and How To Create a Firm Culture That Attracts The Best Young Talent
15 Nov 2021
Kareem Zaki is a General Partner @ Thrive Capital, with a portfolio including Stripe, Instacart, Instagram, Nubank, Github, Glossier and many more, they have cemented their position as one of the leading venture firms of the last decade. As for Kareem, he is a co-founder and board member to Cedar, Nava, Scope Security and Cadence and has invested in the likes of Affirm, Lemonade, Ramp and Trade Republic. Prior to entering venture, Kareem spent 3 years in private equity with Blackstone. In Today’s Episode with Kareem Zaki You Will Learn: 1.) How Kareem made his way from the world of private equity to backing some of the most innovative next-generation companies with Thrive Capital? 2.) Portfolio Construction: What is the one rule that drives all decision-making at Thrive? How does Kareem think about maintaining focus with such a broad mandate? How do Thrive think about asset allocation internally with such a broad mandate? How does incubating companies also help Kareem be a better investor? 3.) Investing Style: How has Kareem's investing style changed over the last 10 years? What does he focus on now that he did not before and visa versa? How does Kareem assess his own relationship to price? Through what lens does Kareem approach market sizing and timing? Where do many investors make mistakes here? 4.) The Landscape: How does Kareem respond to the activity and cadence of Tiger? In what way does Kareem believe the venture landscape will have changed most significantly in the next 10 years? How do the existing incumbent firms need to change in the wake of this? How do Thrive respond to the pace and cadence of check writing today? Item’s Mentioned In Today’s Episode with Kareem Zaki Kareem’s Favourite Book: How Will You Measure Your Life Kareem's Most Recent Investment: Cadence
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