Superclusters

Can't imagine a better person to close out the @SuperclustersLP year than with my man @PeterJ_Walker ! Do you know when Peter first became a founder himself or how his dad influenced him? & much more, but here some of my favorite takeaways:

I finally succumbed to the pressure I'm in the hot seat now on @SuperclustersLP and my sparring partner, none other than my good friend @agarfinks , who in my humble opinion, is the one of the best interviewers alive Beans she made me spill👇

So excited to finally have @EarnestSweat and @alexabinns on @SuperclustersLP !! As part of our mini holiday series, celebrating the rising tides that raise all ships, as well as a X-over since they recently had me on @AllocatorsPod, I wanted to highlight the great work they do..

“Fundraising is a journey of finding investors who want what you have to offer; it’s not convincing somebody to do something.” So excited to have @benjichoi @MiguelArmaza @taratan @arkadykulik on the last El Pack ep on @SuperclustersLP for the year So many juicy nuggets 👇

“The limiting downside is actually something a lot of emerging managers don’t think about." Finally got my buddy @Monsson_ on @SuperclustersLP Some of my fav lessons👇

“A manager doesn’t generally fit into their ultimate quartile until Year 6.” Always love my conversations with Apurva Mehta at Summit Peak and what an episode in the latest @SuperclustersLP pod 👇

“It’s a mathematical reality that the highest performing GPs in this part of the market often also have the highest kill rates." Finally got the one and only @carolinetoch on @SuperclustersLP and we cover so much that LPs don't normally talk about 👇🏼

Psyched to have Yiwen Li on the latest ep of @SuperclustersLP and this is the all hands on deck ep on intuition as an investor 👇

“If you want to be told things when they aren’t going well, you can’t freak out when somebody tells you something that’s not going well. No emails in caps. No yelling. Take a moment to digest what you’re being told. You’re collecting information." @trishdigi on @SuperclustersLP👇

THIS is our punchiest episode to date! Jacob Miller from @optoinvest was profound from the 1st minute I will also note, this is also likely our most intellectually philosophical episode to date on @SuperclustersLP My favorite lessons 👇

“I’ll talk to as many founders as I can get my hands on that are not on-list. I do not want GPs to introduce me to founders.” Finally got to sit down with the one and only Eric Sippel on @SuperclustersLP Some of my fav lessons 👇

When @Open_LP team beats you to sharing your own podcast haha All that to say, @AMarchick is world class in this episode of @SuperclustersLP And just to show, here are some of my fav moments👇

So excited to have @Achandra41 on the latest ep of @SuperclustersLP “There are a thousand ways to put lipstick on the pig and there are a thousand skeletons [in the closet]. And so you need to deputize as many people as you possibly can to essentially triangulate.” More 👇

@richardchen39 @TradingVCs @davemcclure @AmanVerjee @cupazhou @NothingMajorPod @SamQuerrey @JohnIsner @SJohnson_89 @JackSock92 @theallinpod @Served_Podcast 🙏🙏 for the feature! Amazing company to be a part of @Open_LP @Beezer232 @nchirls Origins pod is another great one among many others!

Underrated podcasts: - @TradingVCs by @davemcclure @AmanVerjee - @SuperclustersLP by @cupazhou - @NothingMajorPod by @SamQuerrey @JohnIsner @SJohnson_89 @JackSock92 Overrated podcasts: - @theallinpod - @Served_Podcast

Always such an honor to be on @SuperclustersLP and their new El Pack format 💫 huge 🙏@cupazhou for having me on

“Whatever the evolution of venture is if you’re just following someone else, the odds of you doing as well as them is just harder.” — @Beezer232 from @Open_LP @SapphirePrtnrs So excited to have Beezer back on @SuperclustersLP w hot takes👇

We are back w @thinkstorm on @SuperclustersLP One of the best masterclasses on what the 1st convo with a GP looks like “If you want to find out something about the why and the what, you ask open-ended questions. If you confirm bad news, you voice it for them.” More 👇🏼

@Open_LP @cupazhou @CendanaCapital @Kells_Bells is world class here, as she always is!

In the season finale of @SuperclustersLP w/ @cupazhou, Kelli Fontaine of @CendanaCapital joins for a candid conversation on how LPs assess GP performance, navigate GP–LP dynamics, & what GPs can do to build stronger partnerships. Key lessons from the conversation: -2 funds can share similar MOICs, but if one deployed in 12 months & the other over 4 years, performance optics can be skewed without normalizing for timing. -TVPI & IRR can be shaped by timing & valuation methods. Kelli advocates for examining portfolio-level indicators, including revenue growth, retention, & cohort quality, especially for managers beyond Fund I. -Solo GPs need continuity plans. LPs are asking how the culture, investment process, & portfolio support would carry on without them. 🎧 Listen to the complete episode here: cupofzhou.com/el-pack-kelli-…