Access, Conviction, Returns: Inside A Top Level Venture Playbook

A Swimming with Allocators Episode

This week on Swimming with Allocators, Alexa and I welcome Aram Verdiyan of Accolade Partners for a conversation on what it actually takes to deliver top-tier venture returns.

Aram lays out a disciplined view of venture that I keep coming back to: concentration over casual diversification, early conviction over waiting for a crowded data room, and liquidity management as one of the under-discussed challenges in the asset class.

For GPs, this episode is a reminder that scaling fund size is not the same thing as scaling excellence. For LPs, it is a reminder that venture manager selection is not about checking boxes. It is about finding rare judgment before the market fully agrees.