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

OpenLP from Sapphire Partners
Podcast Origins - Inside Venture Capital, Hosted by a GP and an LP

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. -2 J

    Finding Pattern Breakers & Winners from Seed to Growth with Mike Maples and Jai Das

    With a few dozen software exits under his belt (including Box, Square, Mulesoft & JFrog), nobody knows enterprise investing like Sapphire Ventures’ President + PartnerJai Das. Likewise, Floodgate co-founder + Partner Mike Maples Jr. is often credited with pioneering seed investing as we know it, with names like Twitter, Twitch and Lyft in his portfolio. Together, they join Nick Chirls, GP at Asylum Ventures,  and Beezer Clarkson, LP at Sapphire Partners, to share how they pick winners at their respective stages. What does it take to spot someone who sees the future before it’s here? How do inflection points like AI impact an investor’s thesis? And are there more opportunities in the market for VCs today? Plus, Jai and Mike discuss the one throughline from seed to growth to lead to a successful exit: the management team. 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 Sapphire Ventures: sapphireventures.com Learn more about Floodgate: floodgate.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-Introduction & the Burning Question4:08-Intro to Sapphire Ventures 6:02-Intro to Floodgate7:56-Setting the Stage at Seed 10:30-Inflection Points: We're Going Through a Sea Change of Mass Cognition 13:43-What’s Happening at the Growth Stage 15:17-More Choice in the Market 16:10-Importance of Management Team 17:44-Mike’s New Book “Pattern Breakers” 23:09-The Three Things Floodgate Looks for in a Founder 25:25-Founder Future Fit & Pivots 27:56-In Enterprise Software, You Don’t Always Have to Build a New Category29:52-AI: Over-Valued? Under-Valued? 32:50-Is There Anything Left in AI Non-Consensus? 34:37-How Sapphire Approaches GenAI Investing 37:31-The Exit Market Today 44:10-How to Approach Founder Liquidity

    49 min
  2. 10 SEPT.

    From VC-backed Founder to Angel to Institutional Investor with Jack Altman

    Jack Altman of Alt Capital has led quite a life in Silicon Valley. He’s gone from angel investing to founding a venture-backed company (HR platform Lattice), back to angel investing today, taking on outside capital as an institutional investor at Alt Capital. Jack sits down with Nick Chirls, GP at Asylum Ventures  & Beezer Clarkson, LP at Sapphire Partners, to discuss learnings from his impressive career arc, including how to build a reputation by avoiding zero sum games, making decisions quickly as a founder, the differences in investing your own money and someone else’s, how to build a track record as an angel, and being a generalist both inside and out of the office. Plus, having just welcomed his third child into the family, Jack discusses the importance of ruthless prioritization - how to say no to the low value-add dinners and meetings if it means you get to be home for bedtime. Learn more about Sapphire Partners: https://sapphireventures.com/sapphire-partners/ Learn more about OpenLP: https://openlp.sapphireventures.com/ Learn more about Asylum Ventures: asylum.vc Learn more about Alt Capital: https://www.altcap.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: 00:00-Introduction 02:59-Nick’s new fund, Asylum Ventures, is Live! 07:22-The Burning Question 11:02-Jack Altman Introduction 12:55-Ruthless prioritization: Balancing Work & Family 16:40-The Best Idea You Say No To 19:21-Working with a Wide Scope of Founders 22:07-Building a Reputation in Venture 25:03-Venture is Noisy: Speak Softly but Carry a Big Stick 27:52-The Other Altman 30:42-From Founder to Angel to Institutional Investor 38:11-Fundraising Strategy 42:10-Investing Your Own Money vs LP Capital 45:52-Outro

    47 min
  3. 6 AOÛT

    Being Non-Consensus and Right in VC with Jason Shuman & Will Quist

    What do Primary GP Jason Shuman and Slow Ventures Partner Will Quist have in common? At first glance, not much, given how differently their firms approach firm building and VC "platforms." At Primary, their Impact team outnumbers investors 2:1, while Slow consists of 3 GPs, and 3 GPs only. But in a surprising twist, they agree on more than one would expect.  They both see non-consensus investing as carrying big risk but also big opportunity. They are both seed investors and their respective firms go to market in very different ways. They sit down with co-hosts Nick Chirls, GP at Notation Capital & Beezer Clarkson, LP at Sapphire Partners, to talk about zigging when the market zags, identifying truly disruptive companies on day zero, and how much impact VCs actually have on the companies they partner with. Learn more about co-host Beezer and her firm at Sapphire Partners: https://sapphireventures.com/sapphire-partners/ Learn more about Notation Capital: https://notation.vc/ Learn more about Primary: https://www.primary.vc/ Learn more about Slow Ventures: https://slow.co/ Learn more about OpenLP: https://openlp.sapphireventures.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: 00:00-Introduction & The Burning Question 06:06-Will & Jason Intros 09:13-Defining the S Curve 11:06-Positioning Your Firm to Win 15:08-Identifying Winners on Day Zero 18:31-Being Non-Consensus and Right 25:46-What is the Value Add of VCs? 32:43-Setting KPIs 35:36-”You Sell Something” 38:30-Outro

    40 min
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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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