Ravi Viswanathan – Venture Secondaries and Growth Capital at NewView (EP.327)

Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

Investing, Capitalallocation, Business

4.8 • 806 Ratings

🗓️ 13 July 2023

⏱️ 45 minutes

🔗️ Recording | iTunes | RSS

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Summary

Today’s sponsored insight features Ravi Viswanathan, Founder and Managing Partner of NewView Capital (NVC), a venture firm that created a disruptive model for strategic secondary investing that blends portfolio acquisitions with direct investing.

Our conversation covers Ravi’s path to the venture industry, lessons from fifteen years at NEA, catalyst for creating NVC, and the rationale and opportunity set for venture secondaries. We discuss NewView’s investment process across the sweet spot for portfolio acquisitions, fallacy of discounts, work with portfolio companies, and exit strategy. We close with new opportunities on the horizon and the future of NewView Capital.

For full show notes, visit the episode webpage here.

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Transcript

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0:00.0	Hello, I'm Ted Sides, and this is Capital Allocators.
0:10.2	This show is an open exploration of the people and process behind capital allocation.
0:16.3	Through conversations with leaders in the money game, we learn how these holders of the keys to the
0:21.8	kingdom allocate their time and their capital. You can join our mailing list and access premium
0:27.8	content at capital allocators.com. All opinions expressed by TED and podcast guests are
0:35.0	solely their own opinions and do not reflect the opinion of capital
0:37.7	allocators or their firms. This podcast is for informational purposes only and should not be relied
0:42.2	upon as a basis for investment decisions. Clients of capital allocators or podcast guests may
0:47.2	maintain positions and securities discussed on this podcast. My guest on today's sponsored
0:53.5	insight is Ravi Veswanathan, founder and managing partner of Newview Capital, a venture firm that created a disruptive model for strategic secondary investing that blends portfolio acquisitions with direct investments.
1:08.8	Our conversation covers Ravi's path to the venture industry, lessons from 15 years at
1:14.0	NEA, catalyst for creating NVC, and the rationale and opportunity set for venture secondaries.
1:21.6	We discuss New View's investment process across the sweet spot for portfolio acquisitions,
1:29.7	fallacy of discounts, work with portfolio companies, and exit strategy.
1:32.7	We close with new opportunities on the horizon and the future of Newview Capital.
1:39.2	Before we get going, we're hosting our fourth cohort of Capital Allocators University in New York City
1:45.7	on September 14th. Capital Allocators University, or CAU, is a chance to connect and learn with
1:53.5	peers. We'll bring together a few dozen allocators, each with around five to 15 years of experience,
2:02.5	to share frameworks on interviewing money managers, investment decision making, leadership and management, and investing.
2:07.8	And we'll engage with four fantastic chief investment officers, Jenny Heller from Brandywine,
2:13.1	Kim Liu from Columbia, Anna Marshall from the Hewlett Foundation, and Brian O'Neill recently retired from
2:19.0	the Robert Wood Johnson Foundation. You'll get a chance to meet some great people and learn a lot
	...

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