Power Law VC Performance with David Clark (VenCap)
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Description
In the last Origins episode of the year, Nick Chirls (Notation Capital) and Beezer Clarkson (Sapphire Partners) host David Clark, Investment Director at VenCap International plc. With nearly four decades of experience in investing, David has backed some of the most established VC funds across the US, Europe, China and India and shares historical figures on where to find performance in venture. David recently uncovered 30 years of data from 400+ funds with 15,000+ underlying portfolio companies and found that 50% of VC investments don’t actually return capital. So how does an LP unlock performance and find the enduring managers? Three individuals with three unique strategies - Nick (emerging manager), David (LP investing in established), and Beezer (LP investing in emerging & established) – find out how their models differ, where perspectives intersect and what David’s return data shows. Follow us: ⁠https://twitter.com/nchirls⁠ ⁠https://twitter.com/beezer232⁠ https://twitter.com/daveclark85 Links: David on TVPI vs DPI: https://twitter.com/daveclark85/status/1729188482919383202?s=20 David on power laws: https://twitter.com/daveclark85/status/1693976973079462366?s=20
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