Left Lane Capital

“So when I talk about the fund size, our first fund of six hundred thirty million, our second fund at 1.4 billion, it's more than double the size.”

“We want to achieve 15 to 20% ownership out of the gate and keep position building from there.”

“We did not, contrary to popular belief, we did not walk in and sort of get resounding yeses across the board from the world's foremost institutions. In fact, we got a lot of no's. Right. And a lot of rejection. And that was summer of 2019 that we left to start…”

“Ownership stake relative to cost base is what ultimately drives and governs a portfolio construction. Otherwise, you have to create two hundred billion dollars of enterprise value aggregate across your portfolio of what you would have as de minimis ownership s…”

“Masterworks, that deal was proprietary. He wasn't out in market in earnest. This was last summer, July or thereabout of, you have, we dropped everything. We canceled our vacations in sort of early August to drive at this deal before it got out to market. That …”

“We probably speak with a thousand companies per month, right?”

“Every single person that works with us at Left Land on the investment team is trained on how to use SQL, how to use Alteryx.”

“We earnestly did about 2500 pitch meetings for our first fund, which To get to that fully subscribed fund of six hundred thirty million over the course of a year.”

“A lot of the deals that we do are proprietary or bootstrap. They don't need money. They're profitable.”

“We've had our work come back to us with other funds Dozens of times”

“It's a prerequisite that we have junior people who push up the curve. It's a bottoms up lead motion.”

“It's not like we're going to all of a sudden start doing investments that are double or triple the size, right? We want to keep doing more of the same.”

“We're running pretty rigorous, robust surveys, tying back self-inputed consumer demographic data with their behavior economically, their self-reported behavior. We're trying to really drive these Third and fourth derivative insights based on above and beyond w…”