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.
Origins hosts Nick Chirls (GP, Asylum Ventures) and Beezer Clarkson (LP, Sapphire Partners) react to their conversation with Nicholas Csicsko, a public/private investor at Trinity. They dig into his framing of “cynical optimism” and why it might be the right posture for venture investing, unpack the growing obsolescence risk for SaaS companies from earlier vintages, and cap it off with a live question: if sovereign wealth pulls back from US venture, what breaks first?
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CHAPTERS:
00:00 Welcome to Origins
00:54 Musicians as Investors
01:39 Cynical Optimism Explained
02:47 Investor Role Beyond Cheerleading
03:11 Steadying Founder Emotions
05:59 SaaS Obsolete Before Liquidity
07:06 Old SaaS Playbook Breaks
08:00 Lovable Growth Reality Check
09:01 Creative Destruction Across Portfolios
10:17 LP Optimism and Venture Nuance
11:26 Ugly Truths About Great Investors
Learn more about OpenLP: https://openlp.vc
Learn more about Asylum Ventures: https://asylum.vc
Learn more about Sapphire Partners: https://sapphire.vc