How To Raise A VC Fund Today, How AI Is Changing Fintech, Traits Of Top Emerging Managers, Why Everyone Is Selling Secondaries, Triple-Layered SPVs | Samir Kaji, Co-founder And CEO Of Allocate The Peel With Turner Novak podcast

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How to Raise a VC Fund Today, How AI is Changing Fintech, Traits of Top Emerging Managers, Why Everyone is Selling Secondaries, Triple-Layered SPVs | Samir Kaji, Co-founder and CEO of Allocate

15h ago 1:42:03

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Samir Kaji is the Co-founder and CEO of Allocate.

Our conversation is a deep dive into the private markets, how the venture market is evolving, and how there are now 10 times more private investment firms than public companies.

We also talk about why 90% of venture funds simply can’t raise capital right now, how to stand out as an emerging manager when fundraising, advice for anyone raising a fund today, why secondaries have become a primary driver of liquidity in venture, and how to navigate SPVs as a GP and LP.

We also talk through the AI products they built to evaluate fund managers at Allocate, and how AI is changing venture and company building.

A special thanks to Bolt and Warp for supporting this episode.

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Timestamps:

(5:31) Evolution of the private markets

(17:55) VC markets post-2020

(21:09) Risk / return profiles of various fund sizes

(24:04) Secondaries will drive future venture returns

(33:17) Creative ways to return capital

(36:27) “Curiosity Revenue” in AI

(41:52) Allocate’s Beyond Summit

(43:42) Allocate’s AI fund analyzer

(46:15) Fintech is only 1% of global financial services revenue

(50:13) Triple-layered SPVs

(54:50) Breaking down returns in venture

(58:27) How to gauge a fund manager’s access

(1:00:14) Determining appropriate fund size

(1:05:02) 90% of venture funds cannot raise right now

(1:09:50) How to raise a fund today

(1:15:37) ChatGPT roasts Banana Capital

(1:19:56) Traits of the best VCs

(1:22:41) Vetting grit, hustle, and obsession

(1:31:12) Why using AI is table stakes

(1:36:49) Value of podcasts

Check out Allocate

The Peel episode with Eric Vishria

Samir’s Venture Unlocked Podcast

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