This week on Swimming with Allocators, Alexa and I welcome David Clark, CIO at VenCap, for a conversation on data, venture returns, and what it takes to build a durable view of the asset class.
Venture can sometimes feel allergic to structure. But great allocation requires both judgment and evidence. This episode gets into how data can sharpen manager selection without pretending that the numbers alone can do the whole job.
For anyone thinking about how LPs evaluate venture at scale, David’s perspective is a valuable one.