Ted Seides

Thanks for listening - round numbers are overrated.

“When the fundraising environment is very difficult, that’s the best time to invest. Those things work in inverse.”
— Vik Uppal, Mavik Capital

capitalallocators.com/podcast/opport…

“In 2023, we didn’t do a deal for almost a year. I wrote an investor letter and said our deal flow is a five out of ten. Most people say their deal flow is always a nine or a ten. That’s simply not true.”
— Vik Uppal, Mavik Capital

capitalallocators.com/podcast/opport…

“Sometimes the most interesting markets and companies are hiding within the Trojan horse of capital-intensive businesses.”
— Aydin Senkut (@asenkut), Founder of Felicis (@felicis)

We discuss:

Chasing demand instead of hype
Trillion-dollar markets with billion-dollar contracts
Earning founders’ trust as capital floods venture

capitalallocators.com/podcast/chasin…

With thanks to @AlphaSenseInc, Ridgeline, @Juniper_Square, & Brookfield

“A lot of firms are in a hamster wheel of having to raise and deploy capital. Are you actually focused on investing when and where it makes sense, or are you doing it by necessity?”
— Vik Uppal, Mavik Capital

capitalallocators.com/podcast/opport…