ACQ2 by Acquired

LP "Expert Call" with Josh Clemente from Levels

The Meituan Bear Case (with Lillian Li)

In this episode of the Limited Partner Program, Lillian Li, author of the Chinese Characteristics newsletter, joins David and David to discuss China tech, particularly focusing on Meituan and the nuances of the Chinese tech ecosystem. The conversation covers the differences between Chinese and Western app UIs, the conc...

Modern Treasury interviews Ben & David (and vice versa!)

State-of-SaaS and Deep Collaboration (with Jake Saper from Emergence Capital)

The Idea Dinner #1 (with Mario Gabriele and Packy McCormick)

Roblox IPO Preview (with Mario Gabriele from The Generalist)

What Remote Work Looks Like in 2021 (and Beyond) with Doist CEO Amir Salihefendić

VC Fundamentals Part 4: Portfolio Construction & Management (with Jaclyn Hester & Lindel Eakman of Foundry Group)

Portfolio construction in venture capital centers on achieving a 3X net return for limited partners by balancing risk and maximizing "shots on goal." Successful venture funds typically follow a distribution where one-third of investments fail, one-third return capital, and the remaining third drive outsized returns. Fo...

Masterclass: Superhuman's Fundraising Playbook (with CEO Rahul Vohra)

Book Club Discussion: Brotopia with Emily Chang

How YC Rewrote the Seed Playbook with Garry Tan

VC Fundamentals Part 3: Company Building

Company building encompasses the strategic and operational support investors provide to startups after capital deployment. This process ranges from direct board involvement and active portfolio services—such as recruiting and business development—to leveraging brand halo effects and network-based community support. Whi...

The Outsiders Book Club Discussion with author Will Thorndike

Primer on SPACs with Kevin Hartz and Troy Steckenrider of A* and AONE

Recording -- 7 Powers Book Club Discussion with Hamilton Helmer

This podcast episode features a Q&A session with Hamilton Helmer, author of "7 Powers: Foundations of Business Strategy," focusing on strategy, power, and competitive advantage. Listeners, including entrepreneurs and investors, ask Helmer about applying his strategic frameworks, the nature of durable competitive advant...

VC Fundamentals Part 2: Investment Decision Making

Venture capital initial investment decisions rely on a complex interplay of market diligence, founder assessment, and internal firm politics. Investors evaluate market significance and timing, seeking opportunities just before a market’s "takeoff" phase, while simultaneously vetting founders for "founder-market fit"—a ...

Arming the Restaurant Rebels with Tock CEO Nick Kokonas

VC Fundamentals: Consumer Investing Master Class with Sarah Tavel, General Partner at Benchmark

VC Fundamentals Part 1: Sourcing

Sourcing serves as the critical top-of-funnel activity for venture capital, fundamentally determining the quality and potential of a firm's portfolio. Effective sourcing strategies generally fall into three categories: generalist, thesis-driven, or thematic, each requiring distinct operational tactics. While traditiona...

Pricing: everything you always wanted to know but were afraid to ask, with ProfitWell CEO Patrick Campbell