Compounding Capital Across Cycles: A Masterclass in Venture Allocation
A Swimming with Allocators Episode
This week on Swimming with Allocators, Alexa and I welcome Vivek Jindal, Chief Investment Officer at Caprock, for a conversation on compounding capital across cycles.
This episode is a masterclass in the allocator’s craft: how to think through venture exposure, manager selection, portfolio construction, and the patience required to build a durable private markets program. The strongest investors do not just chase what is working this quarter. They understand how strategy, temperament, and time interact.
For LPs and GPs alike, this conversation is a reminder that compounding is not just a return profile. It is a way of operating.