ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "E263: Inside the $5 Billion Fund Backed by 700 LPs"
Episode Synopsis
How do you scale a growth equity firm from a $52M first fund to $5B across six funds—without losing discipline or trust?
In this episode, I talk with Brian Neider, Managing Partner at Lead Edge Capital, about building a durable growth equity platform by combining rigorous metrics with deep relationship-building. Brian shares how Lead Edge created a differentiated LP model centered on high-net-worth individuals who actively support portfolio companies, why communication and education compound trust over decades, and how a strict investment framework helps avoid negative alpha as the firm scales. We also discuss why exits matter more than paper gains, how to think about “walking dead” portfolio companies, and what truly energizes long-term investing.
In this episode, I talk with Brian Neider, Managing Partner at Lead Edge Capital, about building a durable growth equity platform by combining rigorous metrics with deep relationship-building. Brian shares how Lead Edge created a differentiated LP model centered on high-net-worth individuals who actively support portfolio companies, why communication and education compound trust over decades, and how a strict investment framework helps avoid negative alpha as the firm scales. We also discuss why exits matter more than paper gains, how to think about “walking dead” portfolio companies, and what truly energizes long-term investing.
More episodes of the podcast How I Invest with David Weisburd
E274: Why LPs Say No Until It's Too Late
02/01/2026
EP269: The $350M 30-Year Fund Model
24/12/2025
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