Databases of limited partners investing in emerging VC funds

I’ve collected numerous lists of allocators focused on emerging VC fund managers. Of course, I emphasize you’re not going to be very effective if you just bulk-email these allocators. Please do your background research and pitch each LP based on how you uniquely fit their criteria. I’ve met few emerging managers who had success with...

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The Future of VC Models and the Portfolio Diversification Game

I recently did a podcast interview with Michael Oliver Weinberg, CFA. For three decades Michael has invested directly at the security level and indirectly as an asset allocator in traditional and alternative asset classes. Most recently he was a Managing Director, Head of Alternative Alpha, on the Investment Committee and a board member at APG, a...

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How to Configure a CRM for an Investment Management Firm

I’m surprised at how many emerging managers launch without a CRM, just a shared spreadsheet. I strongly recommend use a proper CRM from day one. For advice on which to use, see What is the Best CRM and Marketing Tech Platform for a New Private Equity/Venture Capital Fund?  Your goal should be to add ALL...

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Video: Family Office Technology Panel

MyFoTech has posted the recording from the My Family Office Tech & Ops Conference November 2023, from my panel with: Raymond DiNunzio, TOS Advisors, an expert in technology for family offices Hugh Nguyen, formerly Chief Executive Officer of ClearServe℠, a leading technology platform for Family Offices and other wealth managers Michael Sikorsky, CEO of Copia Wealth...

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Interview with Family Office Association

Here’s the video from my interview this week with Jennifer Katrulya and Rush Olney of the Family Office Association . I discuss Coolwater Capital, how family offices are investing in venture capital, and current market dynamics....

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PEVCtech Tech Stack: Litan Yahav Family Office

We’re proud to share the next in PEVCtech’s periodic series on the tech and analytics stack of investment management firms. We’re fortunate to interview Litan Yahav, founder, Vyzer. David Teten: Please give us an overview of your background and your entrepreneurial journey.  I’m Litan Yahav, 41, married with three young boys (8,7,2). Born in the...

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