samir kaji @Samirkaji Twitter Profile | Xstalk

samir kaji

@Samirkaji

CEO of Allocate (https://t.co/tCOIHOo5Xl) Host of the Venture Unlocked podcast, https://t.co/J3J8C4Ims6. My opinions are mine, and not related to Allocate.

7KPosts 34KFollowers 893Following

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samir kaji

13 Jun

A Data driven thread on the state of VC today, which we characterize as a "Tale of Two Cities" So much data seemingly conflicts of whether things are "back" or whether things are dire (Hint: It's both, but with qualifiers). It's a long thread, but packed with data 🧵

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samir kaji

12 Nov

2021 was the peak principal agent issue with spvs. But investors were happy to pile in, so hard to blame those that ran them unless they were fraudulent or dishonest in any way. If looking at a fund, definitely need to ask about spv history, which Unsurprisingly isn’t in decks…

Ed Suh

11 Nov

How insane was the end of the ZIRP era? I know a guy who raised $100M in '21 across a dozen SPVs into a bunch of mid-late stage startups, some of which he claimed were "at least a guaranteed 2x". 4 of them written off already. Odds are high that none of them will make money.

samir kaji

9 Nov

Today would be my Mom's 78th birthday. She passed in 2010 at the young age of 64. I miss her everyday. Never take things for granted, and regardless of what is happening, family and health are everything.

samir kaji

6 Nov

At the end of the day, I definitely accept whoever wins. No “cheating” or “stolen election”. This country gave my immigrant father and me an opportunity we never would have had. Be thankful even if the election doesn’t go your way.

samir kaji Reposted

samir kaji

31 Oct

Thanks @Samirkaji for having us on the @VentureUnlocked podcast to talk about contrarian venture firm ideas, how @Mark_Goldberg_, @kshenster and I assessed our own 'chemistry' 😉 prior to starting @chemistry_fund and other tales from the founding journey. ventureunlocked.substack.com/p/the-blueprin…

samir kaji

30 Oct

LPs in VC are starving for liquidity. Expect that to continue for the next 12 months or so (although some signs for improvement) But remember, DPI for the sake of DPI can be detrimental to overall returns as I'm seeing several newer VCs being pressured to generate liquidity…

samir kaji

16 Oct

If diversification of asset categories isn't important, high-net worth investors can generate better and more consistent returns in lower-middle market PE than VC...UNLESS they have a programatic approach to VC that gives them a shot at being in the top 10-20%, which is where the…

samir kaji

13 Oct

For Lps, analyzing loss rates in early stage/seed vc is a fools errand. Best funds versus vs worst funds are very close on number of companies that return <1x.

samir kaji

7 Oct

Anyone have any good resources for holistic podcast production (including guest booking, editing, social posting, substack notes)? Need to find a new production team for my Venture Unlocked podcast. Leave suggests in comments (or DM me)!

samir kaji

27 Sep

7 Things LPs Should Know Before Investing in VC Funds: - The definition of venture capital (VC) has evolved from being artisanal, early-stage financing to a broad spectrum ranging from inception to pre-IPO. Essentially, VC now represents minority investing in private technology…

samir kaji Reposted

samir kaji

26 Sep

Play games you can win. This week @Samirkaji welcomes the three co-founders of @Saga_Ventures: @braveben, @itsthomson, and @maxaltman . Listen first at open.spotify.com/show/1Z1jDhQG5…

samir kaji Reposted

samir kaji

17 Sep

x.com/i/article/1835…

samir kaji

7 Sep

PSA (and none of this is investment advice) I've seen a lot of posts comparing public market performance to private markets (esp VC) concluding that public markets outperform VC. Well, most of it's clickbait. Why? 1) They generally ignore cash flows of private funds (a 3x for…

samir kaji

6 Sep

This… Rarely have i ever seen pay to play conferences for managers to meet FOs be anything of value (some charge 25k+)!!

Hadley

5 Sep

Tip for new fund managers: As it gets harder for VC funds to raise, I'm seeing more cold emails from groups offering to connect VCs with LPs or invites to family office conferences. My impression is 99.9% of these are a total waste of time. Don’t waste your time on shit like that

samir kaji Reposted

samir kaji

5 Sep

Tip for new fund managers: As it gets harder for VC funds to raise, I'm seeing more cold emails from groups offering to connect VCs with LPs or invites to family office conferences. My impression is 99.9% of these are a total waste of time. Don’t waste your time on shit like that

GET funded ➡ $175m https://t.co/AVvPIrIdFP🦄🦄🦄🦄🦄 LEARN SaaS ➡ https://t.co/X23R2qMajX JOIN us ▶ https://t.co/0cR8K6pxEI Founder/ceo #AdobeSign

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