The Venture Variety Show

How DVC Rebuilt Venture With AI and a Community of LPs


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How DVC Rebuilt Venture: 170 LPs, No Analysts, and an AI-Powered Approach

In this episode of The Venture Variety Show, husband-and-wife founders Nick Davidov and Marina Davidova share how their firm DVC is redefining venture capital by connecting a 170-member LP community through AI.

They discuss how this model helped early investments like Perplexity AI, why founder well-being is as critical as funding, and how community can transform the VC–founder relationship.

DVC’s story isn’t just about efficiency — it’s about empathy, resilience, and the human energy behind innovation.

Sound Bites

“Instead of hiring analysts, we hired very good LPs.”

“Be attentive to what you eat, don’t drink alcohol — that’s how you conquer the world.”

“We can have a partners’ meeting while doing the dishes.”

Keywords

venture capital, DVC, AI, community, startup support, diversity, mental health, founder resilience, LPs, investment strategies, startups, founders, early-stage, future of work

Chapters

00:00 Find Your Tribe — Cold Open

00:26 Meet Nick & Marina Davidov

02:30 Why Traditional VC Is Broken

06:38 Inside DVC’s LP Community Model

09:45 How LPs Help Founders Succeed

12:44 Founder Health & Resilience in the AI Era

16:07 Energy Levels and Leadership Culture

18:31 Working Together — and Doing the Dishes

19:21 AI as the New Infrastructure for Venture

23:33 The Smell of Product-Market Fit

25:21 Final Takeaways — Find Your Tribe

Show Summary

Nick and Marina Davidov, co-founders of DVC, join The Venture Variety Show to discuss how they’ve reimagined venture capital as a community-first, AI-enabled system. Instead of analysts, they rely on 170 active LPs — mostly engineers and founders — to help portfolio companies grow through hiring, partnerships, and technical guidance.

They also share how mental health, physical energy, and strong relationships fuel startup success — plus a story from their teenage daughter that perfectly captures what “product-market fit” really smells like.



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The Venture Variety ShowBy Alastair Goldfisher