The $100M–$200M Rule for Seed Funds
The video outlines a rule of thumb for seed‑stage venture funds: aim for $100‑$200 million in assets under management to maximize impact and returns. The speaker traces early seed funds—65, 145, 195—and argues that today it’s difficult to raise less than $100 million, while exceeding $200 million dilutes focus. He stresses that this size balances portfolio diversification with the ability to be first‑mover on hidden winners. Notable quotes include, “We don’t intellectually respect multi‑stage venture capital,” and “AUM is a better business model, but boring.” He contrasts fee‑driven returns (DPI) with the vocation of finding opportunities before others see them. Implications are clear: aspiring seed fund managers should target the $100‑$200 million sweet spot, investors may favor specialized seed vehicles, and the industry may see further segmentation between fee‑centric multi‑stage funds and mission‑driven seed funds.
How to Tap Into the Family Office Network as an Emerging VC Manager
The video addresses how emerging venture‑capital managers can break into the notoriously opaque family‑office market. It emphasizes that unlike public LPs, family offices prefer discreet, relationship‑driven outreach, making warm introductions a prerequisite for any pitch. The speaker outlines two strategic levers:...
Fundraising Tips And Investment Opportunities For European Female Founders: Gesa Miczaika of Auxxo
The How I Raised It podcast episode spotlights AXO Female Catalyst Fund, a venture capital vehicle founded by Gesa Miczaika that backs early‑stage European startups with at least one female founder. The conversation covers the fund’s evolution from an angel pool...