Jamie Rhode, Principal at Verdis Investment Management, sits down with David Weisburd to discuss data-driven investing, compounding returns, Jamie's investing philosophy, and more. We're proudly sponsored by AngelList, visit https://www.angellist.com/tlp if you’re ready to level up your startup or fund.

(0:00) Episode Preview

(1:07) Jamie’s data driven approach

(2:20) Using duration as an advantage

(4:37) Jamie’s first principles approach to VC portfolio construction

(7:00) The mean return in venture is 4-5x greater than the median

(10:54) Jamie’s strategy and proprietary deal flow

(15:30) Sponsor: AngelList

(16:50) Comparing Jamie’s philosophy with past guests LPs Michael Kim and David Clark

(19:25) Disciplined investing

(21:20) Jamie’s red flags for GPs

(22:50) Data stack: PitchBook, CB Insights, Burgiss

(24:00) Ideal GPs

(27:40) Compounding returns

(29:40) percentage of venture investors are able to access a strategy that results in 25% compounding?

(30:55) Co-investing with other LPs

(32:43) Other top tier LPs shoutouts

(34:05) Investing in life sciences

(38:00) #OpenLP movement and transparency

(40:10) Who will be the next great GPs?

(44:00) Management fees

(46:00) What Jamie would change about the industry