In this episode of Funds That Won, David Frazier from the Frazier Group shares the story behind their success as a family office turned venture capital fund.. He discusses the challenges faced by angel investors and the importance of keeping track records. David highlights their approach of "shooting fish in a barrel, not throwing darts" as their core mantra for investment strategies. [00:02:01] Shooting fish in a barrel. [00:06:23] Fund structure and LP expectations. [00:09:00] Piling money into a company. [00:16:38] Valuing companies in secondaries. [00:20:11] QSBS tax treatment. [00:23:55] Finding true competitive moats. [00:27:10] Build relationships with smart people. [00:32:07] California deals and personal connections. [00:37:17] The current state of VC market. [00:40:05] The promise of AI. [00:44:09] Real estate investment committee. [00:48:29] Excessive posturing in business. [00:52:22] Fund Launch Partners appreciation.

Ver todos los episodios