How do we build our Venture Portfolio? | AWM Insights #155

Private Markets, and specifically, Venture Capital, appeal to investors as they offer outsized returns for those that can accept illiquidity and risk. After we work through those factors for a client and build a dependable financial structure, how do we invest to maximize your opportunity for success?

We are always present in the Private Markets, meeting with fund managers and business operators to identify the best opportunities and stay top of mind for future ventures. Our annual fund structure, presence, and persistence keep us relevant.

There are also segments of the Private Markets that have tactical advantages that we leverage. Known and successful operators have access to the best deals, smaller funds are more agile and can snap up opportunities quickly, and earlier-stage companies give us better entry valuations and hopefully longer runways for capital appreciation.

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Episode Highlights

0:00 Intro0:55 Our systematic approach to investing in Private Markets3:10 Applying our methodology5:20 How do we build our Venture Portfolio?8:10 What factors do we look for and how do we structure our fund?9:51 Text us!