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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

The Twenty Minute VC (20VC) interviews the world's greatest venture capitalists with prior guests including Sequoia's Doug Leone and Benchmark's Bill Gurley. Once per week, 20VC Host, Harry Stebbings is also joined by one of the great founders of our time with prior founder episodes from Spotify's Daniel Ek, Linkedin's Reid Hoffman, and Snowflake's Frank Slootman. If you would like to see more of The Twenty Minute VC (20VC), head to www.20vc.com for more information on the podcast, show notes, resources and more.
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Now displaying: Page 1
May 23, 2022

Oren Zeev is the Founding Partner @ Zeev Ventures and one of the OGs of solo capitalism. Oren has an incredible portfolio including investments in Audible, Houzz, Chegg, Riverside, Tipalti, TripActions, and Firebolt to name a few. Oren is also very unlike any other VC firm, he does not employ any associates, principals, or staff. He doesn't have partners or partner meetings. No LP meetings. No processes. No investment committees or memos. Nada. Oren is doing it differently. Prior to starting Zeev Ventures, Oren spent 12 years as a GP @ Apax Partners where he c-headed their technology practice in their Silicon Valley office.

In Today’s Episode with Oren Zeev You Will Learn:

1.) Origins into Venture:

  • How did Oren make his way into venture over 20 years ago?
  • How does the crash of today compare to the dot com and 2008? What is the same? What is different?
  • Why did Oren decide to leave Apax and start Zeev Ventures on his own?

2.) Deployment Pace:

  • Why does Oren believe that the benefits of temporal diversification are overstated?
  • Oren raised 3 funds and over $1BN in a year, how does this current environment impact how Oren thinks about deployment pace? Will he change anything?
  • How does Oren explain deployment pace to LPs who question him?

3.) Ownership:

  • How central a role does ownership play for Oren in terms of his investor psychology?
  • Does Oren believe it is possible to increase your ownership in subsequent rounds, in your best companies?
  • What are the biggest mistakes that big funds make with regards to ownership requirements?
  • Why is there a misalignment between GP and LP when it comes to increasing ownership vs markups?

4.) Price Sensitivity:

  • How does Oren evaluate his own relationship to price today?
  • What have been some of Oren's biggest lessons on price from his biggest wins and losesses?
  • What mistake do the majority of investors make when it comes to price?

5.) Diversification:

  • Why does Oren believe that both GPs and LPs are wildly over-diversified in their portfolios?
  • What is the right amount of companies for GPs to have in their portfolio?
  • How does Oren advise LPs on the right amount of funds for them to be invested with?

6.) Oren Zeev: AMA:

  • What does Oren know now that he wishes he had known when he started his career in venture?
  • What elements of the world of LPs would Oren most like to change?
  • Why does Oren feel that the concept of pro-rata is a lazy one?

Item’s Mentioned In Today’s Episode with Oren Zeev

Oren’s Most Recent Investment: Bad Blood: Secrets and Lies in a Silicon Valley Startup

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