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Power Law VC Performance with David Clark (VenCap)

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Manage episode 389200335 series 2797344
Content provided by Notation. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Notation 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 the last Origins episode of the year, Nick Chirls (Notation Capital) and Beezer Clarkson (Sapphire Partners) host David Clark, Investment Director at VenCap International plc.

With nearly four decades of experience in investing, David has backed some of the most established VC funds across the US, Europe, China and India and shares historical figures on where to find performance in venture. David recently uncovered 30 years of data from 400+ funds with 15,000+ underlying portfolio companies and found that 50% of VC investments don’t actually return capital. So how does an LP unlock performance and find the enduring managers?

Three individuals with three unique strategies - Nick (emerging manager), David (LP investing in established), and Beezer (LP investing in emerging & established) – find out how their models differ, where perspectives intersect and what David’s return data shows.

Follow us:

⁠https://twitter.com/nchirls⁠

⁠https://twitter.com/beezer232⁠

https://twitter.com/daveclark85

Links:

David on TVPI vs DPI: https://twitter.com/daveclark85/status/1729188482919383202?s=20

David on power laws: https://twitter.com/daveclark85/status/1693976973079462366?s=20

  continue reading

83 episodes

Artwork
iconShare
 
Manage episode 389200335 series 2797344
Content provided by Notation. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Notation 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 the last Origins episode of the year, Nick Chirls (Notation Capital) and Beezer Clarkson (Sapphire Partners) host David Clark, Investment Director at VenCap International plc.

With nearly four decades of experience in investing, David has backed some of the most established VC funds across the US, Europe, China and India and shares historical figures on where to find performance in venture. David recently uncovered 30 years of data from 400+ funds with 15,000+ underlying portfolio companies and found that 50% of VC investments don’t actually return capital. So how does an LP unlock performance and find the enduring managers?

Three individuals with three unique strategies - Nick (emerging manager), David (LP investing in established), and Beezer (LP investing in emerging & established) – find out how their models differ, where perspectives intersect and what David’s return data shows.

Follow us:

⁠https://twitter.com/nchirls⁠

⁠https://twitter.com/beezer232⁠

https://twitter.com/daveclark85

Links:

David on TVPI vs DPI: https://twitter.com/daveclark85/status/1729188482919383202?s=20

David on power laws: https://twitter.com/daveclark85/status/1693976973079462366?s=20

  continue reading

83 episodes

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