Origins - Inside Venture Capital, Hosted by a GP and an LP

OpenLP from Sapphire Partners
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Hosted by a General Partner (GP) and a Limited Partner (LP), Origins dives into the venture capital ecosystem to learn how the people behind the money make decisions: How LPs choose VC funds to invest in, what drives performance in venture, the dos and don'ts of fundraising, what founders/entrepreneurs/CEOs need to do to raise a Seed, Series A and beyond, what it takes to go from emerging manager to franchise VC, and the latest private market trends and dynamics shaping the investment ecosystem. Origins is co-hosted by GP Nick Chirls and LP Beezer Clarkson.

  1. 3 NGÀY TRƯỚC

    Fundraising as a Fund of Funds with Alex Edelson

    Alex Edelson’s Slipstream is a fund of funds that focuses on firms that are “difficult to find, evaluate and access.” Together with Beezer Clarkson, Partner at Sapphire Partners, and Nick Chirls, Partner at Asylum Ventures, Alex unpacks his strategy of investing in funds he believes can outperform, how to raise capital as an LP, and how to remain competitive against LPs investing in more established firms. The three of them also dig into a recent blog post by Beezer titled “Is Venture Broken?” - which explores the role of mega-funds in the early-stage market. You can read that here. This episode of Origins is supported by Sydecar. Visit https://sydecar.io/origins-podcast to learn more. Learn more about Sapphire Partners: https://sapphireventures.com/sapphire-partners Learn more about OpenLP: https://openlp.vc Learn more about Asylum Ventures: https://asylum.vc Learn more about Slipstream: https://slipstreaminvestors.com For a monthly roundup of the latest venture insights, including the newest Origins episodes, subscribe to the OpenLP newsletter – delivered straight to your inbox: https://subscribe.openlp.vc Sydecar, Inc. (“Sydecar”) has acted as a financial sponsor within this Origins podcast. Sapphire Ventures, LLC (“Sapphire”) is not affiliated with or invested in Sydecar. CHAPTERS: 0:00-Welcome to Origins 2:59-Why Start a Fund of Funds? 7:39-How Do LPs Raise Capital? 16:56-I’m the LP I Wanted to Work With As a GP 21:17-What Is Similar & Different Between Now and 2021? 30:41-What Is an Advantage One Day Is Table Stakes the Next 34:18-You Don’t Need a Big Winner to Have An Amazing Small Fund 39:08-Is Venture Broken?

    49 phút

  2. 26 THG 8 · NỘI DUNG TẶNG THÊM

    Minisode: Curiosity, Chemistry, and Keeping Relevance Across the Partnership

    Origins host Beezer Clarkson,  LP at Sapphire Partners and co-founder of OpenLP is rejoined by Nick Chirls, GP at Asylum Ventures to unpack her recent conversation with Sunil Dhaliwal and Mike Dauber of Amplify Partners. They discuss partner dynamics, the importance of maintaining relevance for the long haul, and the different ways curiosity can show up. Plus, Nick & Beezer dig into whether they count as extroverts at work and introverts everywhere else. Learn more about Sapphire Partners: sapphireventures.com/sapphire-partners Learn more about OpenLP: openlp.vc Learn more about Asylum Ventures: asylum.vc Learn more about Amplify: amplifypartners.com Subscribe to the OpenLP newsletter for a monthly roundup of the latest venture insights, including the newest Origins episodes, delivered straight to your inbox. CHAPTERS: 0:00 Welcome to Origins 2:18 ”I’m Not Gonna Be a Solo GP Forever” 6:07 Pushing Decision Making to the Edge at Amplify 9:24 How Are You Relevant Five Years From Now? 13:24 Investors: Introverts or Extroverts?

    14 phút

  3. 12 THG 8

    Backing Outliers in Venture with Sunil Dhaliwal & Mike Dauber

    Sunil Dhaliwal founded Amplify in 2012, and was joined by his longtime friend and colleague Mike Dauber in 2014. Beginning as one of the first solo GP, early-stage, sector-focused funds, Amplify has now grown to a team of 9 partners investing in the next generation of applications tools and platforms for developers, data teams, and ML engineers focused on AI, cloud infrastructure, and data security. Mike and Sunil sit down with Beezer Clarkson, Partner at Sapphire Partners, to discuss their strategy of building for outliers, shaping founders into leaders, and making it easy for their GPs to back non-consensus companies. They also unpack their recent $900 million raise and their first dedicated biotech fund, Amplify Bio. Learn more about Sapphire Partners: sapphireventures.com/sapphire-partners Learn more about OpenLP: openlp.vc Learn more about Asylum Ventures: asylum.vc Learn more about Amplify: amplifypartners.com For a monthly roundup of the latest venture insights, including the newest Origins episodes, subscribe to the OpenLP newsletter – delivered straight to your inbox: subscribe.openlp.vc CHAPTERS: 0:00 Welcome to Origins 2:17 The Origins of Amplify 5:21 Eliminating the Need for “Mr. Business” 10:25 Building Amplify for Outliers 25:08 Being Technical VCs in the Age of AI 28:47 Amplify Bio 36:19 Has Venture Actually Changed At All?

    41 phút

  4. 22 THG 7 · NỘI DUNG TẶNG THÊM

    Minisode: Are Major Incumbents Finally at Risk in the Age of AI?

    Origins hosts Nick Chirls, GP at Asylum Ventures and Beezer Clarkson,  LP at Sapphire Partners and co-founder of OpenLP, dig into their recent conversation with Will Manidis, SVP at Veradigm AI. They discuss the risks AI introduces to tech incumbents, and its potential to reshape both the healthcare system and improve patient outcomes. Learn more about Sapphire Partners: sapphireventures.com/sapphire-partners Learn more about OpenLP: openlp.vc Learn more about Asylum Ventures: asylum.vc Learn more about Veradigm: veradigm.com/ Subscribe to the OpenLP newsletter for a monthly roundup of the latest venture insights, including the newest Origins episodes, delivered straight to your inbox. CHAPTERS: (0:00) Welcome to Origins (1:41) Humor in Venture? (3:17) Are Incumbents Finally At Risk? (6:25) How Extremely Online is Nick?

    8 phút

  5. 8 THG 7

    Merchant Banks: Venture’s Next Act with Will Manidis

    Before he sold his company to Veradigm, Will Manidis’s Science.io developed an AI model that allowed doctors to translate mountains of medical documents into usable data to improve patient outcomes. Today Will is the SVP of AI at Veradigm, and he sits down with Nick and Beezer to discuss how AI is impacting healthcare, how we can develop health systems with better outcomes, and what the future of venture might look like when compared to traditional merchant banking. Learn more about Sapphire Partners: sapphireventures.com/sapphire-partners Learn more about OpenLP: openlp.vc Learn more about Asylum Ventures: asylum.vc Learn more about Veradigm: veradigm.com/ For a monthly roundup of the latest venture insights, including the newest Origins episodes, subscribe to the OpenLP newsletter – delivered straight to your inbox: subscribe.openlp.vc CHAPTERS: (0:00) Welcome to Origins (2:01) Human vs. AI Content (Specifically Podcasts) (6:18) AI And the Future of Healthcare (17:55) Is Merchant Banking Venture’s Future? (25:17) When Does Venture Break? (32:42) “The Only Thing We Should Care About is the Shape of the Return Curve.” (37:24) “The Constraint Is No Longer Capital.”

    44 phút

  6. 17 THG 6 · NỘI DUNG TẶNG THÊM

    Minisode: Innovation Energy And the Future of Biotech

    Origins hosts Nick Chirls, GP at Asylum Ventures and Beezer Clarkson,  LP at Sapphire Partners and co-founder of OpenLP, unpack their conversation with Zach Weinberg, Co-Founder and CEO of Curie.Bio. They discuss the “innovation energy” that drives new breakthroughs and take a closer look at Sapphire’s approach to biotech investing. Learn more about Sapphire Partners: sapphireventures.com/sapphire-partners Learn more about OpenLP: openlp.vc Learn more about Asylum Ventures: asylum.vc Learn more about Curie.Bio: curie.bio Subscribe to the OpenLP newsletter for a monthly roundup of the latest venture insights, including the newest Origins episodes, delivered straight to your inbox. CHAPTERS: 0:00 - Welcome to Origins 1:28 -Building Something That Wouldn’t Exist Otherwise 4:27 - What’s Sapphire Doing in BioTech? 8:38 - The Market & BioTech 10:05 - "Vitamin O"

    11 phút

  7. 3 THG 6

    Building The YC of Biotech with Zach Weinberg

    Zach Weinberg, co-founder and CEO of Curie.Bio, is redefining early-stage biotech investing with an operator’s mindset and a founder-first philosophy. His approach combines funding with operational support and direct access to world-class drug hunters to dramatically increase odds of success. Today, Zach sits down with Nick Chirls, GP at Asylum Ventures and Beezer Clarkson,  LP at Sapphire Partners to discuss the massive risk associated with traditional therapeutics startups, how pairing a drug discovery partner with a seed investor solves those inefficiencies, and how biotech, the global economy and the political landscape are all closely connected. Learn more about Sapphire Partners: sapphireventures.com/sapphire-partners Learn more about OpenLP: openlp.vc Learn more about Asylum Ventures: asylum.vc Learn more about Curie.Bio: curie.bio For a monthly roundup of the latest venture insights, including the newest Origins episodes, subscribe to the OpenLP newsletter – delivered straight to your inbox: subscribe.openlp.vc CHAPTERS: (0:00) Welcome to Origins (5:08) Was Hunter High School Harder Than Penn? (10:22) Transitioning From SaaS to Biotech (20:55) Why Is Building a Biotech Venture Firm So Hard? (27:55) Building Curie.Bio (32:24) Zach on Drug Discovery (43:12) Biotech in China (49:42) AI in Biotech (54:51) "The Manhattan Project of Biology"

    58 phút

  8. 20 THG 5 · NỘI DUNG TẶNG THÊM

    Minisode: How Novel Strategies Become the Venture Industry’s Standard

    Origins hosts Nick Chirls, GP at Asylum Ventures and Beezer Clarkson,  LP at Sapphire Partners and co-founder of OpenLP, unpack their conversation with Theory Ventures’ Tomasz Tunguz,  discussing  how strategies that once set firms apart – like pre-seed or founder-centric  investing  – become industry standards over time. They dive deep on counter-positioning, adaptability, and the power of differentiation in today’s venture world.  CHAPTERS: (0:00) Welcome to Origins (1:14) Is Tomasz an n=1? (5:51) How Do Firms Stay Relevant? (9:12) Do Founders Like Counter-Positioning? (11:50) Who Is An Emerging Manager/Nick’s Next Career Learn more about Sapphire Partners: sapphireventures.com/sapphire-partners Learn more about OpenLP: openlp.vc Learn more about Asylum Ventures: asylum.vc Learn more about Theory Ventures: theory.ventures Subscribe to the OpenLP newsletter for a monthly roundup of the latest venture insights, including the newest Origins episodes, delivered straight to your inbox.

    14 phút
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Hosted by a General Partner (GP) and a Limited Partner (LP), Origins dives into the venture capital ecosystem to learn how the people behind the money make decisions: How LPs choose VC funds to invest in, what drives performance in venture, the dos and don'ts of fundraising, what founders/entrepreneurs/CEOs need to do to raise a Seed, Series A and beyond, what it takes to go from emerging manager to franchise VC, and the latest private market trends and dynamics shaping the investment ecosystem. Origins is co-hosted by GP Nick Chirls and LP Beezer Clarkson.

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