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How Amias Gerety Wins in Venture When Others Chase Hype

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Manage episode 513540366 series 2825676
Content provided by Alex Rawlings. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alex Rawlings or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, Alex Rawlings speaks with Amias Gerety, Partner at QED Investors, a leading fintech-focused VC firm managing nearly $1B in assets. Amias shares insights on venture capital strategy, staying disciplined during market hype, sourcing deals, and how lessons from his time at the U.S. Treasury shape his investment decisions today.

Episode Highlights:

00:00 – Intro & QED Overview
QED’s structure, fintech focus, and global reach.

01:20 – VC Mistakes & Market Hype
The danger of "paying ahead of growth," especially in AI.

03:12 – Staying Disciplined
Simple metrics and historical heuristics that guide better investment decisions.

04:39 – Deal Dynamics in VC vs PE
Why proprietary deal flow in VC means getting in early — before companies start raising.

07:26 – Hunting vs. Gathering
How QED targets specific companies instead of waiting for inbound deals.

08:51 – Building Relationships
Top-heavy structure means founders speak directly with partners on the first call.

14:43 – Using Senior Talent Early
Deploying high-value advisors like Capital One co-founder Nigel Morris from the start.

16:09 – Biggest Mistake in Venture
Ignoring founder misalignment — “If it’s a maybe, it’s a no.”

18:25 – CEO Ownership in Startups
Why QED avoids deals where founders don’t have control — unlike PE’s model.

20:43 – Operating Partners in VC
VC success comes from entrepreneurial operators who aim to join portfolio companies.

24:31 – Honest Career Advice
Be clear about whether you want to be an operator or an investor — ambiguity causes misalignment.

25:59 – Treasury Lessons
Decision-making under pressure during the financial crisis informs his bold, data-light approach in VC.

30:12 – What He Reads
Only old books — for timeless thinking and unexpected insights.

31:46 – Connect with Amias
Reach out via LinkedIn.

Amias offers a rare perspective bridging government, fintech, and venture capital — a must-listen for anyone navigating today’s competitive investing landscape.

Raw Selection partners with Private Equity firms and their portfolio companies to secure exceptional executive talent. We focus on de-risking executive recruitment through meticulous search and selection processes, ensuring top-tier performance and long-term success.

🔗 Connect with Alex Rawlings on LinkedIn: https://www.linkedin.com/in/alexrawlings/
🌐 Visit Raw Selection: www.raw-selection.com

Looking to grow your team? Check out our Hiring Guides

for proven strategies, templates, and best practices to make smarter hires.

  continue reading

181 episodes

Artwork
iconShare
 
Manage episode 513540366 series 2825676
Content provided by Alex Rawlings. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alex Rawlings or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, Alex Rawlings speaks with Amias Gerety, Partner at QED Investors, a leading fintech-focused VC firm managing nearly $1B in assets. Amias shares insights on venture capital strategy, staying disciplined during market hype, sourcing deals, and how lessons from his time at the U.S. Treasury shape his investment decisions today.

Episode Highlights:

00:00 – Intro & QED Overview
QED’s structure, fintech focus, and global reach.

01:20 – VC Mistakes & Market Hype
The danger of "paying ahead of growth," especially in AI.

03:12 – Staying Disciplined
Simple metrics and historical heuristics that guide better investment decisions.

04:39 – Deal Dynamics in VC vs PE
Why proprietary deal flow in VC means getting in early — before companies start raising.

07:26 – Hunting vs. Gathering
How QED targets specific companies instead of waiting for inbound deals.

08:51 – Building Relationships
Top-heavy structure means founders speak directly with partners on the first call.

14:43 – Using Senior Talent Early
Deploying high-value advisors like Capital One co-founder Nigel Morris from the start.

16:09 – Biggest Mistake in Venture
Ignoring founder misalignment — “If it’s a maybe, it’s a no.”

18:25 – CEO Ownership in Startups
Why QED avoids deals where founders don’t have control — unlike PE’s model.

20:43 – Operating Partners in VC
VC success comes from entrepreneurial operators who aim to join portfolio companies.

24:31 – Honest Career Advice
Be clear about whether you want to be an operator or an investor — ambiguity causes misalignment.

25:59 – Treasury Lessons
Decision-making under pressure during the financial crisis informs his bold, data-light approach in VC.

30:12 – What He Reads
Only old books — for timeless thinking and unexpected insights.

31:46 – Connect with Amias
Reach out via LinkedIn.

Amias offers a rare perspective bridging government, fintech, and venture capital — a must-listen for anyone navigating today’s competitive investing landscape.

Raw Selection partners with Private Equity firms and their portfolio companies to secure exceptional executive talent. We focus on de-risking executive recruitment through meticulous search and selection processes, ensuring top-tier performance and long-term success.

🔗 Connect with Alex Rawlings on LinkedIn: https://www.linkedin.com/in/alexrawlings/
🌐 Visit Raw Selection: www.raw-selection.com

Looking to grow your team? Check out our Hiring Guides

for proven strategies, templates, and best practices to make smarter hires.

  continue reading

181 episodes

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