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Jamie Rhode, Principal at Verdis Investment Management, sits down with David Weisburd to discuss data-driven investing, compounding returns, Jamie's investing philosophy, and more. We're proudly sponsored by AngelList, visit https://www.angellist.com/tlp if you’re ready to level up your startup or fund. () Episode Preview
() Jamie’s data driven approach
() Using duration as an advantage
() Jamie’s first principles approach to VC portfolio construction
() The mean return in venture is 4-5x greater than the median
() Jamie’s strategy and proprietary deal flow
() Sponsor: AngelList
() Comparing Jamie’s philosophy with past guests LPs Michael Kim and David Clark
() Disciplined investing
() Jamie’s red flags for GPs
() Data stack: PitchBook, CB Insights, Burgiss
() Ideal GPs
() Compounding returns
() percentage of venture investors are able to access a strategy that results in 25% compounding?
() Co-investing with other LPs
() Other top tier LPs shoutouts
() Investing in life sciences
() #OpenLP movement and transparency
() Who will be the next great GPs?
() Management fees
() What Jamie would change about the industry