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Oct. 16, 2023

E13: Shai Goldman on What Differentiates Venture Funds that Generate DPI and How Brex Generated $100M Using a Growth Hack Most Startups Ignore

E13: Shai Goldman on What Differentiates Venture Funds that Generate DPI and How Brex Generated $100M Using a Growth Hack Most Startups Ignore

Shai Goldman, an investor, writer, and Brex ambassador sits down with David Weisburd to discuss the future of VC from his vantage point.

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Shai Goldman, an investor, writer, and Brex ambassador sits down with David Weisburd to discuss the future of VC from his vantage point. We're proudly sponsored by AngelList, visit https://www.angellist.com/tlp if you’re ready to level up your startup or fund.


David and Shai would like you to consider donating to United Hatzalah: https://israelrescue.org/donate/


The Limited Partner podcast is part of the Turpentine podcast network. Learn more: www.turpentine.co

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X / Twitter:

@shaig (Shai)

@dweisburd (David)

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LINKS:

Shai Goldman https://nf.td/shai

United Hatzalah: https://israelrescue.org/donate/

Sign up for Brex: https://www.brex.com/product?partnerId=shai

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SPONSOR: AngelList

The Limited Partner Podcast is proudly sponsored by AngelList.


-If you’re in private markets, you’ll love AngelList’s new suite of software products.


-For private companies, thousands of startups from $4M to $4B in valuation have switched to AngelList for cap table management. It’s a modern, intelligent, equity management platform that offers equity issuance, employee stock plan management, 409A valuations, and more.


If you’re a founder or investor, you’ll know AngelList builds software that powers the startup economy. If you’re ready to level-up your startup or fund with AngelList, visit https://www.angellist.com/tlp to get started.

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Questions or topics you want us to discuss on The Limited Partner podcast? Email us at LPShow@turpentine.co

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TIMESTAMPS:

(00:00) Special message 

(01:10) Episode preview

(03:00) Brex's billboard campaign

(05:05) Shai's SVB experience

(06:00) Venture activity: comparing 2002, 2008 and 2022

(07:15) How did VC firms fare in the last 2 downturns?

(08:43) Where is VC going in the next 5 years?

(10:50) Competing with a company that has a war chest

(12:38) Emerging managers data resource

(14:23) Thoughts on startups

(15:21) What makes successful emerging managers?

(18:50) Sponsor: AngelList

(19:53) When being boring is good for the business

(22:33) Balancing investing and deploying capital

(24:00) 3x DPI and making good money

(26:06) Fund returners, grand slams, and outliers

(28:54) What is the secret sauce in finding the next emerging market?

(31:01) On generalists capturing their early stage home-runs

(33:10) GP fundraising in the LP community

(35:17) Investing in fund of funds

(38:17) LPs exploring emerging managers