Lex chats with Asaf Horesh - General Partner at Vintage Investment Partners - who invest in the leading venture funds and growth-stage technology companies that are spearheading disruptive innovation. Asaf shares insights into his venture journey, highlighting core lessons in becoming a successful investor. Emphasizing the significance of people and recognizing signals of success, Asaf delves into the essence of venture investing. He unveils a key strategy flywheel that drives venture success and further examines the venture asset class, including returns, cycles, and strategic positioning. Additionally, he sheds light on identifying hidden gems in investments beyond conventional metrics. Asaf discusses the impact of industry-specific funds on venture performance and dives into the challenges and dynamics of the current venture landscape, particularly addressing issues related to valuation storms, overhang, and the evolution of the DPI metric.

MENTIONED IN THE CONVERSATION

Vintage Investment Partners' Website: https://bit.ly/444yNAq

Asaf's LinkedIn profile: https://bit.ly/4456T75

Topics: Investment, Venture Capital, fintech, growth equity, private equity, crypto, Web3

Companies: VintageIP, Vintage Investment Partners, Softbank, Andreessen, iZettle, Creandum

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TIMESTAMPS

1’26”: Asaf’s venture journey: From early engagements to core lessons, and what makes a good investor

6’14”: The essence of venture investing: People and signals of success

12’40”: Driving venture success: A core strategy flywheel

16’17”: Understanding the venture asset class: Returns, cycles, and positioning

21’27”: Identifying hidden gems: Uncovering factors beyond access and past performance

25’56”: Navigating industry focus: Impact of industry-specific funds on venture performance

35’03”: Venture landscape and challenges: Overcoming valuation storms and overhang, and breaking down DPI

41’17”: The channels used to connect with Asaf & learn more about Vintage Investment Partners

Disclaimer here — this newsletter does not provide investment advice and represents solely the views and opinions of FINTECH BLUEPRINT LTD.

Contributors: Lex, Laurence, Matt, Farhad, Mike, Daniella

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How to be a great fintech venture capital investor, with Vintage Investment Partners General Partner Asaf Horesh

The Fintech Blueprint