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Capital Allocators – Inside the Institutional Investment Industry

Kelsey Chase – Analyzing Venture Transactions at Aumni (Capital Allocators, EP.241)

Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

Investing, Capitalallocation, Business

4.8806 Ratings

🗓️ 17 March 2022

⏱️ 30 minutes

🧾️ Download transcript

Summary

Today’s show is a special Sponsor Insight from Aumni, highlighting their growing business for venture capitalists, operators, and LPs. Aumni helps private capital investors track and analyze individual deal terms, while providing comprehensive financial and legal insights across portfolios and the broader venture market.

I sat down with Kelsey Chase, the Founder and President at Aumni, to discuss his background as a lawyer and the creation of Aumni, how Aumni analyzes transaction data, and use-cases of this data for investors and operators. We also discuss Aumni’s recent series B round, trends in venture arising from Aumni’s database, and where Kelsey plans to take the company from here.

We are incredibly grateful to Aumni for sponsoring our Venture is Eating the Investment World mini-series, and we are eager to highlight their value to the venture and investment community.

Learn More 
Follow Ted on Twitter at @tseides or LinkedIn 
Subscribe to the mailing list 
Access Transcript with Premium Membership  

Transcript

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0:00.0

Capital Allocators is brought to you by Ten East, an investment platform for sophisticated investors to access private markets.

0:10.5

Ten East brings benefits of having your own family office without the cost and headaches of doing so.

0:16.8

It's founded and led by Michael LaFelle, former deputy executive managing member of Davidson Kempner.

0:24.2

Michael and his investment team offer members the opportunity to co-invest by offering at their

0:29.1

discretion. Michael and his team source, diligence, and commit material personal capital to each

0:35.3

investment. The opportunities shared on the Ten East platform

0:38.9

offer exposure to private credit, real estate, niche venture and private equity, and other

0:44.5

idiosyncratic investments that typically aren't available through traditional channels.

0:49.2

The principles have over a decade track record of investing in these types of exposures

0:53.5

across more than 350

0:55.7

transactions. Post-investment, the Tennis team conducts ongoing monitoring and reporting,

1:01.8

just as you'd expect from an institutional investment organization. I've known Michael for about a

1:07.0

decade, and after becoming impressed by the quality of 10 East offerings, its research

1:11.6

process, and high-quality investment team, I became an advisor to the organization, an investor

1:17.1

in multiple offerings. You can learn more and join me as a member at 10east.com. That's the number 10,

1:25.0

east.co.

1:38.0

Hello, I'm Ted Sides, and this is Capital Allocators.

1:43.9

This show is an open exploration of the people and process behind capital allocation.

1:49.5

Through conversations with leaders in the money game, we learn how these holders of the keys to the kingdom allocate their time and their capital.

1:53.5

You can join our mailing list and access premium content at capitalallocators.com.

2:00.9

Today's show is a special sponsor insight from Omni, highlighting their growing business for venture

2:07.5

capitalists, operators, and LPs.

...

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