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


 


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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


Disclaimer here — this newsletter does not provide investment
advice and represents solely the views and opinions of FINTECH
BLUEPRINT LTD.


Contributors: Lex, Laurence, Matt, Farhad, Mike, Daniella


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