[REPLAY] Ali Hamed – Novel Venture Investing at CoVenture, Venture is Eating the Investment World 5 (Capital Allocators, EP.233)

Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

Investing, Capitalallocation, Business

4.8 • 806 Ratings

🗓️ 7 July 2025

⏱️ 54 minutes

🔗️ Recording | iTunes | RSS

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Summary

Ali Hamed is the Founder of CoVenture a $2 billion investor across the capital stack of technology start-ups reinventing the economy of the future. Ali first appeared on the show three years ago when CoVenture’s assets were around $100 million. That conversation is replayed in the feed.

Our second conversation starts with an update on CoVenture’s growth and dives into Crossbeam Venture Partners, CoVenture’s venture business. We discuss Crossbeam’s sweet spot, sourcing, due diligence, deal dynamics, ownership, and decision-making for follow-on rounds. We then turn to examples in fintech and platforms, and close with how CoVenture’s taste for novel assets fits into the venture ecosystem.

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Transcript

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0:00.0	Hello, I'm Ted Sides, and this is Capital Allocators.
0:10.1	This show is an open exploration of the people and process behind capital allocation.
0:16.1	Through conversations with leaders in the money game, we learn how these holders of the keys to the
0:21.7	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.
0:39.2	This podcast is for informational purposes only and should not be relied upon as a basis
0:43.1	for investment decisions.
0:44.4	Clients of capital allocators or podcast guests may maintain positions and securities discussed
0:49.4	on this podcast.
0:52.0	Mark Andreson from 1816 Z famously proclaimed a decade ago that software is eating the world.
0:58.7	This prophecy has proved prescient.
1:01.3	Cloud computing enabled the rapid, cost-effective deployment of software,
1:05.7	startups flourished, and venture capital returns have been phenomenal.
1:10.6	Venture capital is a fascinating investment area whose many days in the sun shine brightest this year.
1:16.7	Institutional portfolios with large venture allocations soared to their best year in history.
1:22.9	And yet, parts of venture are unique in being both efficient and unactionable.
1:28.2	Many believe that Sequoia or Benchmark will produce returns at the top of the pack,
1:32.7	but there's not much action anyone can take to participate.
1:36.8	This miniseries explores the industry,
1:39.4	focusing on some favorites of institutional investors who are still investable to those in the loop.
	...

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