Origins is a podcast about Limited Partners, the firms and institutions that invest in venture capital funds. Through a series of interviews, we explore what has historically been an opaque corner of the startup ecosystem and learn how the people behind the capital make decisions. This podcast was created by Nick Chirls of Notation and co-hosted with Beezer Clarkson of Sapphire Partners.
In this episode of Origins, Nicholas Chirls (Notation) and Beezer Clarkson (Sapphire Partners) host Ed Sim, founder of Boldstart and Seyonne Kang, Partner at StepStone.
Ed is the founder of boldstart ventures, a day-one partner and true believer for developer first, enterprise infra, & SaaS founders. He is currently a board member/observer of Snyk, Blockdaemon, Kustomer (sold to Meta), BigID, Protect AI, Env0, among many others.
Seyonne is a member of the private equity team, focusing on venture capital and growth equity investments. Prior to StepStone, she was a partner with Greenspring Associates, a venture capital and growth equity investment firm that merged with StepStone in 2021.
We cover a wide range of topics, including our predictions for Q4 fundraising, when the market will bottom (if it hasn't already), what happens to multi-stage firms, AI (and other) hype cycles, and how VCs can and should think about liquidity in a market like this. Enjoy!
Links to articles discussed:
In this episode of Origins, Nicholas Chirls (Notation) and Beezer Clarkson (Sapphire Partners) host Ed Sim, founder of Boldstart and Seyonne Kang, Partner at Stepstone.
Ed is the founder of boldstart ventures, a day-one partner and true believer for developer first, enterprise infra, & SaaS founders. He is currently a board member/observer of Snyk, Blockdaemon, Kustomer (sold to Meta), BigID, Protect AI, Env0, among many others.
Seyonne is a member of the private equity team, focusing on venture capital and growth equity investments. Prior to StepStone, she was a partner with Greenspring Associates, a venture capital and growth equity investment firm that merged with StepStone in 2021.
We cover a wide range of topics, including our predictions for Q4 fundraising, when the market will bottom (if it hasn't already), what happens to multi-stage firms, AI (and other) hype cycles, and how VCs can and should think about liquidity in a market like this. Enjoy!
Links to articles discussed:
Beezer Clarkson of Sapphire Partners and Nick Chirls of Notation host Adam Valkin, Managing Director of General Catalyst at their NYC office.
Adam Valkin is a Managing Director at General Catalyst. Adam leads the firm's global early-stage practice and co-led its international expansion. He has been at GC for over ten years after joining the firm from Accel London. He has a uniquely global perspective on venture and entrepreneurship and has experience as both an operator and investor.
In this episode, we cover a variety of topics, including how founders and VCs can navigate difficult moments faced in 2023, how he approaches investing, firm building, and partnering with founders, and why perhaps the current market is not as bad as many have feared. There was a wealth of wisdom in this episode, and many thanks to Adam for agreeing to do his first pod with us.
Melissa Lucas currently serves as the CIO for the investment vehicles of two extended families. She has decades of experience handling the unique investment needs of extended families, and investing across asset classes from venture capital to credit to equities. Prior to her work for families, she spent nearly a decade working at several subsidiaries of The Capital Group – first, as an investment analyst of, and later, as an investor in, the healthcare and chemical industries.
In this episode we dive into topics such as where venture fits into her portfolios, the current state of the market across asset classes, how she finds new managers, and how to think about and consider family offices as LPs.
Origins is a podcast about the VC and LP ecosystem, co-hosted by Nick Chirls of Notation and Beezer Clarkson of Sapphire Partners. We're joined by our guest Beth Ferreira, a Partner at FirstMark focused on seed and Series A investing in a broad range of consumer companies, including next-generation commerce, consumer tech, and mobile startups. Prior to FirstMark, Beth was the Managing Partner of WME Ventures, was Chief Operating Officer at Fab and ran operations in the early days of Etsy.
In this episode, we do a deep dive on the current state of the series A market, including what founders need to prove between seed and A for Firstmark to gain conviction, valuation compression, how to think about the tradeoffs between growth and efficiency, and why Firstmark is as excited as ever to continue leading seed and Series A rounds, even in a difficult environment.
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Origins is a podcast about the VC and LP ecosystem, co-hosted by Nick Chirls of Notation and Beezer Clarkson of Sapphire Partners. In this episode, we are joined by Atul Rustgi, managing partner of Accolade Partners, a top-performing venture capital, growth equity, and blockchain fund of funds. Prior to joining Accolade in 2007, Atul worked at McKinsey & Co., a leading strategy consulting firm, where he advised senior management on issues of strategy, organization, technology and operations. Before McKinsey, Atul worked at the Robin Hood Foundation, a venture philanthropy that funds and supports innovative poverty-fighting organizations in New York City. Atul holds an M.B.A. from Harvard Business School and a B.B.A. from the University of Michigan.
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Origins is a podcast about the VC and LP ecosystem, co-hosted by Nick Chirls of Notation and Beezer Clarkson of Sapphire Partners. In this episode, we are joined by Dr. Lan Xuezhao, founder and managing partner of Basis Set Ventures, an AI-focused seed firm based in SF. Lan is among the earliest investors in companies such as Scale AI, Quince, Path Robotics, Workstream, and Ergeon. She built and led the Corporate Development Strategy team at Dropbox during its most acquisitive time. She studied the human brain for her Ph.D and received an M.A. in Statistics, both from the University of Michigan.
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Links referenced:
Origins is a podcast about the VC and LP ecosystem, co-hosted by Nick Chirls of Notation and Beezer Clarkson of Sapphire Partners. On this episode, we dig into the history of Box Group and seed investing in NYC with David Tisch. Topics covered include Box Group's unique perspective and strategy on seed investing, staying true to one's strategy and mission, the decision behind Box Group raising outside capital, and the current state of the venture market.
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Origins is a podcast about the VC and LP ecosystem, co-hosted by Nick Chirls of Notation and Beezer Clarkson of Sapphire Partners. On this episode, we dig into current market dynamics with our guest Kanyi Maqubela of Kindred Ventures. Topics covered include the current state of the venture market, how LPs and VCs are modifying their investment strategy, the future state of seed funds, and how to manage psychology through downturns.
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Links referenced in the show:
https://www.newcomer.co/p/new-angellist-data-shows-startup
https://hunterwalk.com/2023/01/17/death-of-the-generalist-seed-vc/
Amanda is a wife. A mother. A blogger. A Christian.
A charming, beautiful, bubbly, young woman who lives life to the fullest.
But Amanda is dying, with a secret she doesn’t want anyone to know.
She starts a blog detailing her cancer journey, and becomes an inspiration, touching and
captivating her local community as well as followers all over the world.
Until one day investigative producer Nancy gets an anonymous tip telling her to look at Amanda’s
blog, setting Nancy on an unimaginable road to uncover Amanda’s secret.
Award winning journalist Charlie Webster explores this unbelievable and bizarre, but
all-too-real tale, of a woman from San Jose, California whose secret ripped a family apart and
left a community in shock.
Scamanda is the true story of a woman whose own words held the key to her secret.
New episodes every Monday.
Follow Scamanda on Apple Podcasts, Spotify, or wherever you listen.
Amanda’s blog posts are read by actor Kendall Horn.