How to be a great fintech venture capital investor, with Vintage Investment Partners General Partner Asaf Horesh

Lex chats with Asaf Horesh - General Partner at Vintage Investment Partners - who invest in the leading venture funds and growth-stage technology companies that are spearheading disruptive innovation. Asaf shares insights into his venture journey, highlighting core lessons in becoming a successful investor. Emphasizing the significance of people and recognizing signals of success, Asaf delves into the essence of venture investing. He unveils a key strategy flywheel that drives venture success and further examines the venture asset class, including returns, cycles, and strategic positioning. Additionally, he sheds light on identifying hidden gems in investments beyond conventional metrics. Asaf discusses the impact of industry-specific funds on venture performance and dives into the challenges and dynamics of the current venture landscape, particularly addressing issues related to valuation storms, overhang, and the evolution of the DPI metric. MENTIONED IN THE CONVERSATION Vintage Investment Partners' Website: https://bit.ly/444yNAq Asaf's LinkedIn profile: https://bit.ly/4456T75 Topics: Investment, Venture Capital, fintech, growth equity, private equity, crypto, Web3 Companies: VintageIP, Vintage Investment Partners, Softbank, Andreessen, iZettle, Creandum ABOUT THE FINTECH BLUEPRINT 🔥Subscribe to the Fintech Blueprint newsletter to stay at the forefront of Fintech and DeFi: https://bit.ly/3hyhlC2 🤝 Partner with Fintech Blueprint through sponsorships: https://bit.ly/3UZllsV 👉 Twitter: https://twitter.com/LexSokolin TIMESTAMPS 1’26”: Asaf’s venture journey: From early engagements to core lessons, and what makes a good investor 6’14”: The essence of venture investing: People and signals of success 12’40”: Driving venture success: A core strategy flywheel 16’17”: Understanding the venture asset class: Returns, cycles, and positioning 21’27”: Identifying hidden gems: Uncovering factors beyond access and past performance 25’56”: Navigating industry focus: Impact of industry-specific funds on venture performance 35’03”: Venture landscape and challenges: Overcoming valuation storms and overhang, and breaking down DPI 41’17”: The channels used to connect with Asaf & learn more about Vintage Investment Partners