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Listen "67: Investing in Emerging Fund managers is a GREAT bet with Boris Wertz of Version One | 1947 VC"
Episode Synopsis
Boris is the founding partner of Version One and one of the top tech early-stage investors in North America.
He is a former board partner with Andreessen Horowitz.
Version one has backed iconic companies like Coinbase, AngelList, Dapper Labs and Shippo to name a few.
Before becoming an investor, Boris built an online marketplace for used and out-of-print books in 1999 called AbeBooks, selling the business Amazon
Timestamps :
00:00 Top Moments
00:36 Intro to pod with Boris Wertz
01:56 Reason for angel investing & Founding story of VersionOne's
03:06 LP fundraising approach evolution & past mistakes.
06:06 Reinventing for long-term compounding effects.
08:28 Importance of portfolio construction
11:32 Evolution of VC with solo capitalists & industry changes.
14:10 Similarities between Indian & North American VC ecosystems.
15:08 India's growth & tech's role in the coming decades.
18:59 Reasons for investing in other funds & considerations.
20:38 Investing in emerging fund managers & key factors.
23:10 VersionOne's criteria for determining investment fit.
26:22 What's his typical day?
28:17 Potential edge in a smaller ecosystem.
30:30 Obsession outside of work.
31:17 Interest in running and fitness
32:07 Memorable non-work experience in India.
34:20 Three dinner guests (dead/alive) he would like to invite and why.
He is a former board partner with Andreessen Horowitz.
Version one has backed iconic companies like Coinbase, AngelList, Dapper Labs and Shippo to name a few.
Before becoming an investor, Boris built an online marketplace for used and out-of-print books in 1999 called AbeBooks, selling the business Amazon
Timestamps :
00:00 Top Moments
00:36 Intro to pod with Boris Wertz
01:56 Reason for angel investing & Founding story of VersionOne's
03:06 LP fundraising approach evolution & past mistakes.
06:06 Reinventing for long-term compounding effects.
08:28 Importance of portfolio construction
11:32 Evolution of VC with solo capitalists & industry changes.
14:10 Similarities between Indian & North American VC ecosystems.
15:08 India's growth & tech's role in the coming decades.
18:59 Reasons for investing in other funds & considerations.
20:38 Investing in emerging fund managers & key factors.
23:10 VersionOne's criteria for determining investment fit.
26:22 What's his typical day?
28:17 Potential edge in a smaller ecosystem.
30:30 Obsession outside of work.
31:17 Interest in running and fitness
32:07 Memorable non-work experience in India.
34:20 Three dinner guests (dead/alive) he would like to invite and why.
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