10+ hours of podcasts, in 5 minutes.
6 quotes from 1 episode on How I Invest, each with a timestamped link to the source.
Venture capital selection is an aggregation of observable patterns, not gut feel. Nnamdi Okike treats early-stage investing as an empirical discipline where historical data directly guides sourcing and evaluation.
“Insight was one of the first firms to say we can use outbound sourcing, meaning going to the founders rather than waiting for a referral or inbound deal to come in…”
From Nnamdi Okike on Data-Driven Sourcing and Founder Metrics
“What we really learned was what was most important were founder qualities, team qualities, qualities that really got to the ability of a founding team to build and scale a company…”
From Nnamdi Okike on Data-Driven Sourcing and Founder Metrics
“After you have had four or five conversations with the founder, you have a reasonable sense of what they might do and what they might not do…”
From Nnamdi Okike on Data-Driven Sourcing and Founder Metrics
Managing partner Nnamdi Okike draws on five fund vintages at 645 Ventures to warn that raising $50M seed rounds ruins early-stage operating discipline.
“What you have to be really thoughtful of is when you describe the game on the field, there are better games to, like the game can be better or worse…”
“When you're in the phase of doing experiments, scarcity is actually something you want to have because you want to have a way to decide which experiments to do…”
“I actually think massive rounds are really bad for companies…”
How we attribute quotes. Every quote was matched against the episode transcript, so the words and the timestamp are real (we trim filler words like "um", nothing else). The name comes from our written summary of the episode, and we use it only when a separate check of the captions finds that person on the episode. YouTube gives us no voice-by-voice transcript, so open the timestamp to hear who is talking. See a wrong name? Tell us and we fix or remove it.
The week's private equity podcasts, boiled down to one short Sunday read, for deal professionals, operating partners, and LPs.
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