How I Invest with David Weisburd
by David Weisburd
Latest Business Ideas
Family Governance Advisory Platform
Market Gap: Families struggle with long-term wealth governance and decision-making.
The idea is to create a Family Governance Advisory Platform that assists wealthy families in establishing effective governance structures to manage their wealth across generations. This platform would provide resources and tools for families to make informed decisions about trustees, family meetings, and wealth management strategies. It could include features like decision-making frameworks, communication tools for family members, and educational content on governance best practices. By focusing on the importance of governance, the platform aims to prevent common pitfalls that families face, ensuring that wealth is preserved and that the family unit remains cohesive and purpose-driven. This addresses the growing demand among affluent families for structured guidance in managing their legacies, as highlighted by the experiences shared in the podcast.
From: E218: How the Rothschilds, Rockefellers, and Fords Built Enduring Legacies
Investment Thesis Documentation Tool
Market Gap: Investors often lose track of their investment rationale over time.
The business idea is to develop a digital tool specifically designed for documenting and tracking investment theses. Users will be able to create, modify, and archive their investment rationales, including key metrics, market conditions, and performance indicators. The tool can also offer reminders for periodic reviews and updates on each thesis, ensuring that investors remain aligned with their original strategies. By incorporating features for collaborative discussions and analytics, the platform can enhance transparency and facilitate better investment decisions over time. This service would be beneficial for individual investors as well as institutional asset allocators.
From: E217: How to Manage $15B: Insights from Sacramento County's Pension Fund
On-Site Manager Evaluation Software
Market Gap: Asset managers struggle to evaluate potential investment partners efficiently.
The proposed solution is a software platform that facilitates on-site evaluations of asset managers. Utilizing technology such as virtual reality or augmented reality, the platform could simulate on-site visits, allowing allocators to gain insights into managers' operations without the need for physical travel. The software could include features for embedding video interviews, portfolio analysis, and strategy discussions, creating a comprehensive evaluation tool. This would streamline the due diligence process for asset allocators, enabling them to make more informed decisions while saving time and resources.
From: E217: How to Manage $15B: Insights from Sacramento County's Pension Fund
Public-Private Crossover Investment Platform
Market Gap: Investors lack access to hybrid investment opportunities.
The business idea is to create a platform that facilitates investments in companies that are transitioning between public and private markets. This platform would allow investors to access a broader range of investment opportunities, capitalizing on the unique traits of both markets. By offering a blend of public and private investment options, the platform could attract institutional investors as well as high-net-worth individuals seeking diversified investment strategies. The platform could leverage technology to streamline the investment process, provide analytics on market trends, and allow for sophisticated portfolio management that respects the unique characteristics of each investment class.
From: E217: How to Manage $15B: Insights from Sacramento County's Pension Fund
CV Performance Analytics Tool
Market Gap: Investors need better insights into CV performance metrics.
Developing a performance analytics tool specifically for continuation vehicles would address a critical gap in the investment analytics landscape. This tool would aggregate data from various CVs and provide insights into key performance indicators such as return multiples, DPI (distributions to paid-in capital), and risk profiles. Investors could use this tool to benchmark CV performance against traditional buyouts, thereby enhancing their due diligence processes. The tool could incorporate visualization features, predictive analytics, and customizable reports to cater to different investor needs, ultimately empowering them to make data-driven investment decisions.
From: E216: How the $100 Billion Continuation Vehicle Trend Is Changing Private Equity
Independent Sponsor Deal Flow Marketplace
Market Gap: Investors struggle to access quality independent sponsor deals.
A platform designed as a marketplace for independent sponsor deals could serve the dual purpose of providing investors with access to high-quality lower middle market transactions while offering independent sponsors a way to showcase their opportunities. This marketplace would allow independent sponsors to present their deals to a broader audience of potential investors, who can then evaluate and choose which deals to participate in. By integrating due diligence tools, performance analytics, and investor feedback mechanisms, this platform could enhance transparency and trust, ultimately leading to more successful transactions in the independent sponsor space.
From: E216: How the $100 Billion Continuation Vehicle Trend Is Changing Private Equity
Continuation Vehicle Investment Platform
Market Gap: Private equity firms need liquidity without selling quality assets.
The concept of a Continuation Vehicle (CV) is gaining traction in the private equity space, allowing firms to sell their best assets into a newly created fund while still maintaining ownership. An investment platform dedicated to facilitating the creation and management of these CVs could streamline the process for private equity firms. This platform would connect GPs looking to raise capital for CVs with institutional investors interested in participating in these de-risked investments. By leveraging technology to manage fundraising, investor relations, and performance tracking, this platform could cater to the growing demand for CVs and provide a new avenue for liquidity in private equity.
From: E216: How the $100 Billion Continuation Vehicle Trend Is Changing Private Equity
Long-Duration Investment Model for Venture Capital
Market Gap: Short-term venture capital models pressure companies for quick returns.
Decians Capital is pioneering a long-duration investment model that allows for deeper partnerships with portfolio companies. By committing to a longer timeline—up to 14 years—this approach enables the fund to support companies through various growth phases without the pressure of immediate returns. This model contrasts sharply with the prevalent venture capital culture that seeks quick wins and rapid exits. Instead, Decians aims to build co-ownership relationships with entrepreneurs, focusing on compounding value over time. This could lead to more robust growth and sustainable business models, as companies are not constantly seeking to appease short-term investor demands.
From: E215: The Pursuit Uncorrelated Returns in Venture Capital w/Dan Kimerling
Concentrated Venture Capital Fund for Financial Services
Market Gap: Limited venture funds offer differentiated exposure to financial services investments.
Decians Capital's approach involves creating a concentrated venture capital fund that focuses specifically on early-stage financial services companies. By limiting the number of investments to around 10-15, the fund can provide in-depth support and active engagement with each company, thereby increasing the chances of achieving superior returns. This model contrasts with traditional funds that spread their investments too thinly across many companies, resulting in less involvement and oversight. The targeted approach is designed to leverage the long-term potential of financial services, which is often overlooked in the tech-centric venture capital landscape. The fund aims to attract limited partners looking for differentiated exposure and willing to commit to a longer investment horizon.
From: E215: The Pursuit Uncorrelated Returns in Venture Capital w/Dan Kimerling
Tax-Efficient Investment Strategies for Family Offices
Market Gap: High net worth investors face challenges managing tax implications of investments.
This business idea involves creating a consultancy or platform that specializes in tax-efficient investment strategies tailored for high net worth families and family offices. The platform would provide insights into tax-advantaged investments, educate clients on strategies like QSBS and Opportunity Zones, and assist in structuring portfolios to maximize after-tax returns. It could include tools for tax-loss harvesting, as well as detailed analysis on where to allocate funds based on current tax situations. The target audience would be ultra-high-net-worth families seeking to optimize their investment portfolios while minimizing tax liabilities. By leveraging expertise in tax planning, this service would help clients navigate complex tax landscapes effectively.
From: E214: Inside Look into a $14B Multi-Family Office
Recent Episodes
E218: How the Rothschilds, Rockefellers, and Fords Built Enduring Legacies
Host: David Weisburd
1 idea found
E217: How to Manage $15B: Insights from Sacramento County's Pension Fund
Host: David Weisburd
E216: How the $100 Billion Continuation Vehicle Trend Is Changing Private Equity
Host: David Weisburd
3 ideas found
E215: The Pursuit Uncorrelated Returns in Venture Capital w/Dan Kimerling
Host: David Weisburd
2 ideas found
E214: Inside Look into a $14B Multi-Family Office
Host: David Weisburd
2 ideas found
E212: Unlocking $175M: Raising Venture & Private Equity Capital with SBICs
Host: David Weisburd
3 ideas found
E210: How Startups Can Avoid Being Disrupted by OpenAI w/Eric Olson
Host: David Weisburd
3 ideas found
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