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Venture Capital is Winner Take All l David Frazier & Frazier Group l Ep 15

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Manage episode 380222596 series 3498243
Content provided by Fund Launch. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Fund Launch or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

  continue reading

59 episodes

Artwork
iconShare
 
Manage episode 380222596 series 3498243
Content provided by Fund Launch. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Fund Launch or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

  continue reading

59 episodes

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