Hosted by Unknown Host · EN · 5 episodes
Established thought leaders with verified media credentials.
Lucas and Luna dissect venture capital from the limited partner's vantage point, moving beyond surface-level pitch decks to the actual mechanics of fund construction, fee structures, and return attribution. Each episode examines a specific LP decision—whether to commit to a first-time fund, how to evaluate track records without survivorship bias, or what the J-curve really means for cash flow planning. Using real fund documents and public filings from firms like Sequoia, a16z, and Index Ventures, the hosts walk through how institutional investors think about vintage year risk, diversification across stage and geography, and the overlooked influence of fund terms like hurdle rates and clawbacks. Lucas brings the analytical framework—think modified IRR calculations and public market equivalents—while Luna tests those ideas against actual LP experiences from endowments, family offices, and pension funds. They contrast the narratives venture firms sell (moonshots, founder-first ethos) with the data LPs actually use (DPI, TVPI, quartile persistence). Whether you're a new family office allocator or an experienced fund-of-funds analyst, this show gives you the language and logic to push back on a GP's story. Why do top-quartile funds tend to revert to the mean, and how do you spot the ones that won't?
Unknown Host hosts The Venture Capital Investor Podcast with Fexingo: Startup Investing for Limited Partners, a general show with 5 episodes published.
Episode 33 of The Venture Capital Investor Podcast dives into how university endowments are rethinking their venture capital allocations in 2026. Lucas examines Yale's recent shift from a rigid 10 percent target to a dyn
Episode 32 of The Venture Capital Investor Podcast digs into reference portfolios — the institutional benchmarking tool that is quietly reshaping how limited partners evaluate venture capital performance. Lucas explains
In episode 31, Lucas and Luna explore a quiet but growing strategy in venture capital: takeout financing. Unlike traditional secondaries or direct listings, takeout financing lets LPs borrow against their fund stakes rat
In this episode of The Venture Capital Investor Podcast, Lucas and Luna explore how limited partners are increasingly turning to direct secondary market transactions to manage portfolio liquidity in the current venture c
In Episode 29 of The Venture Capital Investor Podcast, Lucas and Luna explore how limited partners are increasingly negotiating lead investor rights in venture capital funds. They break down the mechanics of co-investmen
Lucas and Luna explore the rise of family offices as direct investors in startups, bypassing traditional venture funds. They dive into the numbers: family offices now account for roughly 12 percent of all venture deal va
Episode 27 of The Venture Capital Investor Podcast explores the growing influence of sovereign wealth funds in venture capital. Lucas and Luna break down how SWFs like Singapore's Temasek and Norway's Government Pension
Episode 26 of The Venture Capital Investor Podcast with Fexingo dives into the rise of evergreen venture funds — a structure that lets limited partners commit capital once and reinvest proceeds automatically, bypassing t
Episode 25 of The Venture Capital Investor Podcast digs into the operational infrastructure that separates top-quartile VC fundraises from the also-rans: the virtual data room. Lucas and Luna walk through how GPs like An
Episode 24 of The Venture Capital Investor Podcast explores a fast-growing trend among large LPs: separate accounts in venture capital. Lucas and Luna examine how the California Public Employees' Retirement System (CalPE
When a venture capital firm pitches a co-investment opportunity, limited partners are increasingly asking for one thing: the GP's own track record making direct investments. In this episode, Lucas and Luna examine why co
In this episode, Lucas and Luna explore the growing trend of institutional limited partners scrutinizing performance data from emerging VC managers before committing capital. With the rise of data platforms like Carta an
Lucas and Luna dive into the growing trend of VC firms using direct listings instead of traditional IPOs to return capital to limited partners. They examine the case of Arm Holdings, which went public via a direct listin
Episode 20 of The Venture Capital Investor Podcast explores one of the most powerful – and underused – tools available to limited partners: co-investment rights. Lucas and Luna break down how these clauses work, why top-
In this episode of The Venture Capital Investor Podcast, Lucas and Luna explore the resurgence of fund-of-funds strategies among limited partners in 2026. They examine a specific case: Cambridge Associates' $2.1 billion
Lucas and Luna dive into the world of venture capital side letters—the private agreements between limited partners and fund managers that can grant preferential terms on fees, transparency, or co-investment rights. They
Lucas and Luna explore the quietly growing trend of VC firms creating their own internal secondary markets for limited partners. With traditional secondary sales often requiring discounts of 20 to 30 percent, firms like
Lucas and Luna drill into the booming secondary market for venture capital, where LPs are selling fund stakes at record volume and a new class of buyers—including pension funds and family offices—is stepping in. They exa
In 2026, limited partners are pushing back on the standard 20% carried interest with unprecedented force. Lucas and Luna break down how the Palo Alto Pension Fund recently negotiated a 15% carry with a top-tier venture f
This episode of The Venture Capital Investor Podcast dives into the emerging practice of limited partners using artificial intelligence to select venture capital funds. Lucas and Luna explore the case of a $12 billion pe
Sponsor detection runs nightly. Check back soon.
No public pitch examples yet for this show.
Generate your own personalised pitchShows with the most semantically similar episode content. Pitch one, pitch all; producers cluster.
The Venture Capital Investor Podcast with Fexingo: Startup Investing for Limited Partners has a verified contact on file. Create a free PitchCentric account to access it and generate a personalised pitch in seconds. Research at least 3 recent episodes first and lead with a specific angle that serves their general audience.
The Venture Capital Investor Podcast with Fexingo: Startup Investing for Limited Partners is hosted by Unknown Host. The show is categorised under General and has published 5 episodes.
The Venture Capital Investor Podcast with Fexingo: Startup Investing for Limited Partners has published 5 episodes.
The Venture Capital Investor Podcast with Fexingo: Startup Investing for Limited Partners is accessible for guests with genuine general expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
The Venture Capital Investor Podcast with Fexingo: Startup Investing for Limited Partners hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of The Venture Capital Investor Podcast with Fexingo: Startup Investing for Limited Partners average 10 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates The Venture Capital Investor Podcast with Fexingo: Startup Investing for Limited Partners's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
Methodology. Booking Probability™ blends Listen Score, 30-day Virality, open-to-guests detection, and Apple ratings. Data refreshed every 60 minutes. Listen Score and Booking Probability are calculated by PitchCentric. Last enriched 10 days ago.
