Alumni Ventures Secret Recipe: How Fund Portfolios are Built

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AV Communications Team

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2 min

In this video, we hear from the portfolio builders themselves, the Partners of AV’s Alumni Funds who oversee the pipeline of investing activities from deal sourcing to portfolio monitoring.

Topics discussed in this video include:

  • How we source and gain access to deals
  • How investors think about diversification when constructing portfolios
  • How we sell our way into the most competitive deals
  • The key steps in diligence and decision-making

See video policy below.

ABOUT YOUR PRESENTERS

Catherine Lu
Catherine Lu

Catherine is a Managing Partner for our Basecamp Fund and previously served on the team for our Spike Ventures fund for the Stanford community. Before Alumni Ventures, she was Director of Product at NEA-backed DataVisor, which she helped grow from less than $1 million to over $8 million in ARR.

Cainon Coates
Cainon Coates

Cainon is a Partner at Castor Ventures and has worked with startups as an entrepreneur, advisor, and investor for the past 15 years.

Laura Bordewieck Rippy
Laura Bordewieck Rippy

Laura is the Managing Partner of Green D Ventures and brings operational perspective as a CEO, Chairman, and executive in technology startups. She holds an MBA from Harvard Business School and AB in Government from Dartmouth (‘89).

Ludwig Pierre Schulze
Ludwig Pierre Schulze

Ludwig is Managing Partner of 116 Street Ventures and Waterman Ventures. He has been on all sides of venture — as an entrepreneur, corporate buyer of ventures, and venture capitalist. Before Alumni Ventures, he experienced the daily realities of entrepreneurship as Founder and CEO of a mobile payments venture that served over 12 million people. Ludwig began his career as a strategy consultant with the Boston Consulting Group. He has a BA from Brown University and an MBA from Columbia.

Peter MacEwan
Peter MacEwan

Peter has startup experience in both the nonprofit and business sectors, a BA from Wesleyan University, and an MBA from The Wharton School. Peter developed expertise building teams and strategic planning in the San Francisco Bay Area, driving growth across multiple seed- and early-stage companies (with many nights spent as informal adviser to a network of entrepreneurs). Peter has a passion for social impact and loves working with people who love what they do and strive to get better at it.

Contact [email protected] for additional information. To see additional risk factors and investment considerations, visit avg-funds.com/Disclosures.