[REPLAY] Ali Hamed – Novel Venture Investing at CoVenture, Venture is Eating the Investment World 5 (Capital Allocators, EP.233)

In this episode of Capital Allocators, Ted Seides interviews Ali Hamed, the founder of CoVenture, about his firm's growth and investment strategies, particularly within Crossbeam Venture Partners. Ali discusses CoVenture's evolution from software for equity to tech-enabled asset-backed credit and early-stage venture capital. The conversation covers Crossbeam's investment focus on fintech, lending companies, platform economies, and the decay of network effects, as well as their sourcing, due diligence, and decision-making processes. Ali shares insights on identifying investable platforms, evaluating founders, and supporting portfolio companies, emphasizing the importance of helping companies make something and sell it. He also touches on novel assets like international buy now, pay later, yield farming, and user-generated games, and how CoVenture navigates the competitive venture capital environment by focusing on capital efficiency and educating the market.