Helping emerging LPs think like established LPs
- Tweets 137
- Following 17
- Followers 386
- Likes 219
Superclusters retweeted
Logo clouds aren’t an edge. Relationships and reputation are.
Liberty Ventures was built around a 30,000-member network—creating real access before we launched a fund.
Alex Felman explains why on @SuperclustersLP:
pca.st/episode/2b53fa72-689c…
1
3
75
Charlotte Zhang is back on @SuperclustersLP for our final episode this season, along with the amazing @lisabeyu @MoneroMahesh @HelenaGagern !!
Some of my fav highlights:
2
2
7
677
Superclusters retweeted
Many people look for competitive advantage in the wrong place.
They chase tactics, copy playbooks, and try to replicate what worked for someone else.
In my conversation with David Zhou (@cupazhou), one idea stood out:
Develop a point of view and apply it consistently.
2
1
2
263
“How you modulate a good story is by inserting dopamine, oxytocin, serotonin, and endorphins at the right times to be able to deliver that story so that the person listening to that story can form an opinion.”
From the amazing @ashercdkey on the latest @SuperclustersLP ep
1
1
1
241
“Private assets work best when they’re inefficient.”
Zach Ruchman at HB Wealth is insane! (in a good way) but so many gems dropped in the latest ep of @SuperclustersLP
Quick thread:
1
1
2
269
“If I’m going to an AGM to learn about what’s going on in our portfolio, I am not doing my job.”
We've got @mehtaaapurva and JD Montgomery back on @SuperclustersLP to talk about what's happening in the VC market
Mini thread alert 👇
1
1
3
160
What a blast to have Julia on @SuperclustersLP
Probably the best compare and contrast ep on PE vs VC that we've had to date
- GP stakes
- fund extensions
- continuation vehicles
- portfolio construction models
- and, value-adds
But...... there's more:
1
1
1
56
“GPs can potentially over-index on how that value-add ties into a portfolio strategy.”
Finally have the amazing duo, Stacey Kline and Ben Gallacher on @SuperclustersLP and this truly is an episode where the quiet things are said aloud 👇
1
1
3
159
Sat down with JD Montgomery at Canterbury to chat about the 3 transitory periods in family offices
1/ Visibility - when do you show your children the 0's
2/ Influence - when do you allow them to invest with some %
3/ Control - when do they take ownership of all
1
1
1
164
Superclusters retweeted
Made a whole thread for the episode and left out the self promo for The Side Letter, so I'll do it for you - thesideletter.co coming soon...😉
1
1
3
95
“Lower barriers to entry doesn’t mean higher probabilities of success.”
It is my greatest privilege to have good friends on @SuperclustersLP
@samhuleatt's someone I've gone through blood, sweat & tears with so I can say 1st-hand I'm a diehard fan of Sam
Some of my fav moments:
2
1
6
242
Our latest @SuperclustersLP is finally out with the amazing Alex Felman from the Felman Family Office
piped.video/watch?v=78KGmF-E…
And ofc my fav moments from it:
1
1
2
119
“I am not in a ‘what’ business; I’m in a ‘who’ business.”
Was lucky to have the amazing JD Montgomery at Canterbury on the newest episode of @SuperclustersLP
2
1
6
235
Superclusters retweeted
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:
1
1
2
262
Superclusters retweeted
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👇
1
1
3
246
Superclusters retweeted
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..
1
1
4
166
Superclusters retweeted
“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 👇
2
1
6
328
Superclusters retweeted
“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👇
1
1
3
272
Superclusters retweeted
“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 👇
1
1
2
142
Superclusters retweeted
“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 👇🏼
1
1
2
797