Venture Capital is Winner Take All l David Frazier & Frazier Group l Ep 15
Manage episode 380222596 series 3498243
In this episode of Funds That Won, David Frazier from the Frazier Group shares the story behind their success as a family office turned venture capital fund.. He discusses the challenges faced by angel investors and the importance of keeping track records. David highlights their approach of "shooting fish in a barrel, not throwing darts" as their core mantra for investment strategies.
[00:02:01] Shooting fish in a barrel.
[00:06:23] Fund structure and LP expectations.
[00:09:00] Piling money into a company.
[00:16:38] Valuing companies in secondaries.
[00:20:11] QSBS tax treatment.
[00:23:55] Finding true competitive moats.
[00:27:10] Build relationships with smart people.
[00:32:07] California deals and personal connections.
[00:37:17] The current state of VC market.
[00:40:05] The promise of AI.
[00:44:09] Real estate investment committee.
[00:48:29] Excessive posturing in business.
[00:52:22] Fund Launch Partners appreciation.
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