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, LGT Capital Partners) unpack their recent conversation with Alec Litowitz, founder of Magnetar Capital and founder and managing partner of QStar Capital. They discuss what changes when a rigorously structured public-markets mind looks at early-stage venture, why “answering uncertainty” is a sharper frame than simply living with it, and where TVPI stopped telling the truth after 2021.
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CHAPTERS:
[00:00] Welcome to Origins
[00:45] Alec Episode Takeaways
[01:03] Agency, AI & Where the Human Still Matters
[01:45] Why Structure Is Such a Powerful Tool
[03:31] How Structured Can Seed Investing Really Be?
[04:31] How Venture Answers Uncertainty
[04:51] The Portfolio Review Nick Wants to Try
[05:51] TVPI as a False Signal & the SaaS Regime
[07:33] Do LPs Even Look at TVPI Anymore?
Learn more about OpenLP:https://openlp.vcLearn more about Asylum Ventures:https://asylum.vcLearn more about LGT Capital Partners:https://www.lgtcp.com