Swimming with Allocators

Capitalizing on Counter-Cyclical Valuations in Venture


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Highlights from this week’s conversation include:

  • Darren's Background and Career Journey (1:09)
  • Thesis on Private Markets (5:11)
  • History and Focus of Provenio Capital (6:42)
  • Investment Structuring for Clients (10:22)
  • Investment Process for New Managers (13:44)
  • Current Interests in VC Managers (15:08)
  • Building Relationships with VC Fund Managers (16:28)
  • Understanding Venture in Portfolio Context (18:26)
  • Insider Segment: Setting Institutional-Grade Back Offices (19:13)
  • Operational Diligence in Fund Management (24:10)
  • Minimum Investment Criteria for Clients (28:09)
  • Trends for Allocators to Watch (30:12)
  • Lessons Learned in Venture Investing (31:40)
  • Parting Thoughts on Venture Portfolio (33:01)
  • Current Opportunities in Early Stage Investments (34:34)
  • Provenio Capital: Our specialization and expertise is the sourcing and diligence of alternative investment strategies across hedge funds, private equity, venture capital, real estate and direct deals. Our focus is to build portfolios that are less correlated to the broader markets, and our aim is to generate outperformance during periods of dislocation in order to produce excellent risk-adjusted returns for our clients with significantly less volatility.  As part of the overall investment process, we will aim to incorporate the appropriate planning and structure to maximize after-tax returns.

    Aduro Advisors is a trusted partner for venture capital fund managers, offering comprehensive and expert fund administration services. Known for being agile, responsive, and focused on making fund operations seamless, Aduro enables fund managers to concentrate on investing. With deep expertise across a variety of fund sizes and strategies, Aduro provides a full suite of services, including fund accounting and compliance. The firm understands the fast-paced nature of venture capital and prides itself on being as innovative and driven as the funds it supports. Aduro doesn’t just manage operations—they help funds scale. https://www.aduroadvisors.com

    Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. 

    The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.


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    Swimming with AllocatorsBy Earnest Sweat, Alexa Binns

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