Zeev Ventures

17 statements across 4 episodes · 4 bullish · 3 bearish · 1 people on the record · first statement Nov 6, 2017 by Oren Zeev · said 18 times in 4 episodes since 2017 · across every show →

Mentions by year

brought up most by Harry Stebbings (10), Oren Zeev (8)

every mention, scene by scene, with the transcript →

Everything said about Zeev Ventures, oldest first

Nov 6, 2017 neutral
Disclosure
Zeev invested exclusively his personal capital for his first eight years
“Until in the first eight years from that I've been operating, I was really, I was investing my own money, period.”
Oren Zeev Nov 6, 2017 ▶ 7:05 20VC: Oren Zeev on Why Diversification Does Not Work, Thesis Based Investing Is Sceptical & Partners Mostly Stay Together For LPs
Nov 6, 2017 neutral
Disclosure
Zeev: Zeev Ventures operates without offices, assistants, or partners
“For example, I have no physical offices. I have no I have no assistants. I have no associates. I have no partners.”
Oren Zeev Nov 6, 2017 ▶ 7:30 20VC: Oren Zeev on Why Diversification Does Not Work, Thesis Based Investing Is Sceptical & Partners Mostly Stay Together For LPs
Jun 29, 2020 bearish
Prediction Not checkable as stated
Oren Zeev: Building a multi-partner VC firm has no unique advantages
“There was no scenario that I would build a firm because, I mean, we'll probably talk about later, but I think I have all the advantages in the world without any of the disadvantages.”
Oren Zeev Jun 29, 2020 ▶ 6:16 20VC: Oren Zeev on Why Diversification Is Overrated, The Downside of Thematic Investing, Making Quality Decisions In Uncertain Conditions & Why He Has No Reserves Allocation
Jun 29, 2020 neutral
Disclosure
Oren Zeev: Zeev Ventures relies on serendipity over proactive sourcing
“If I'm honest, it's more serendipity. I wish I was more proactive, but it's more serendipity. Again, I'm leveraging the fact that I've been doing venture for 25 years, so I leverage the fact that I Don't maybe need to create my own opportunities because I see …”
Oren Zeev Jun 29, 2020 ▶ 12:09 20VC: Oren Zeev on Why Diversification Is Overrated, The Downside of Thematic Investing, Making Quality Decisions In Uncertain Conditions & Why He Has No Reserves Allocation
Jun 29, 2020 negative
Insight
Zeev: Thesis-based venture capital investing leads to groupthink and overfunded sectors
“It tends to lead you really to groupthink because at the end of the day, most of the VCs are basically very similar. So Obviously, these areas become overfunded, they become overly competitive, and yes, there will be some big winners out of this category of th…”
Oren Zeev Jun 29, 2020 ▶ 10:51 20VC: Oren Zeev on Why Diversification Is Overrated, The Downside of Thematic Investing, Making Quality Decisions In Uncertain Conditions & Why He Has No Reserves Allocation
Jun 29, 2020 neutral
Disclosure
Oren Zeev raised six venture funds in five years
“Since 2015, I've already done six funds, so you're right, it's even faster than annual”
Oren Zeev Jun 29, 2020 ▶ 18:08 20VC: Oren Zeev on Why Diversification Is Overrated, The Downside of Thematic Investing, Making Quality Decisions In Uncertain Conditions & Why He Has No Reserves Allocation
Jun 29, 2020 positive
Disclosure
Oren Zeev makes cross-fund investments as standard practice
“I do cross-fund as a rule, not as an exception.”
Oren Zeev Jun 29, 2020 ▶ 20:23 20VC: Oren Zeev on Why Diversification Is Overrated, The Downside of Thematic Investing, Making Quality Decisions In Uncertain Conditions & Why He Has No Reserves Allocation
Jun 29, 2020 positive
Disclosure
Every Zeev Ventures fund is limited to five to ten investments
“All my funds have between five and 10 investments.”
Oren Zeev Jun 29, 2020 ▶ 18:46 20VC: Oren Zeev on Why Diversification Is Overrated, The Downside of Thematic Investing, Making Quality Decisions In Uncertain Conditions & Why He Has No Reserves Allocation
Jun 29, 2020
Assertion Not checkable as stated
Almost all Zeev Ventures investments are decided within 40 hours
“From my standpoint, I've always made my decisions extremely fast. Almost all my investments were done within 24 to 40 hours.”
Oren Zeev Jun 29, 2020 ▶ 15:50 20VC: Oren Zeev on Why Diversification Is Overrated, The Downside of Thematic Investing, Making Quality Decisions In Uncertain Conditions & Why He Has No Reserves Allocation
Jun 29, 2020 positive
Insight
Oren Zeev: Market-leading startups develop quietly in unhyped spaces before competition notices
“It's much more likely to happen when it's kind of like a space that nobody thinks much about, and the company has an opportunity to Develop quietly for a year or two or three and build real moats and real advantages. And once everyone understands that it's an …”
Oren Zeev Jun 29, 2020 ▶ 11:40 20VC: Oren Zeev on Why Diversification Is Overrated, The Downside of Thematic Investing, Making Quality Decisions In Uncertain Conditions & Why He Has No Reserves Allocation
May 24, 2022
Disclosure
Zeev: I banned an LP who complained about rapid fund deployment
“I had a, an LP who joined in the third fund, and four months later, I tell him that you know, I'm raising our fine for, I finished, I'm raising, and he totally freaked out, and he started lecturing me on, he didn't call it what you called it, he called it vint…”
Oren Zeev May 24, 2022 ▶ 7:25 Oren Zeev: How I Raised $1 BILLION in 12 Months | 20VC #888 · 20VC with Harry Stebbings
May 24, 2022
Disclosure
Zeev: I raised $1B in 2021 and am raising another $500M
“Because in 2000, in 2021, I raised three funds total, total about a billion, and then now I'm raising another five hundred million.”
Oren Zeev May 24, 2022 ▶ 5:55 Oren Zeev: How I Raised $1 BILLION in 12 Months | 20VC #888 · 20VC with Harry Stebbings
May 24, 2022 positive
Disclosure
Zeev: Most portfolio companies are not seeing any customer demand weakening
“Valuations were cut by 50% in the public markets on average, but most of the businesses are still going very strong. You know, most of my companies, we don't see necessarily any weakening of demand.”
Oren Zeev May 24, 2022 ▶ 2:58 Oren Zeev: How I Raised $1 BILLION in 12 Months | 20VC #888 · 20VC with Harry Stebbings
May 24, 2022 negative
Prediction Held up
Zeev: I never want to have venture partners again
“The conclusion from these two instances, especially from the second one was that I never want to have partners again. Okay. So that was my takeaway that I don't want to have partners that I, you know, I want to own my own mistakes and own, I don't want to suff…”
Oren Zeev May 24, 2022 ▶ 43:22 Oren Zeev: How I Raised $1 BILLION in 12 Months | 20VC #888 · 20VC with Harry Stebbings
May 24, 2022
Disclosure
Zeev: I keep zero capital reserves for follow-on investments
“And I don't keep reserves, so I, you know, invested, you know, invested at all.”
Oren Zeev May 24, 2022 ▶ 6:05 Oren Zeev: How I Raised $1 BILLION in 12 Months | 20VC #888 · 20VC with Harry Stebbings
May 24, 2022 neutral
Disclosure
Zeev: 80% of my deployed capital goes into follow-on investments
“So even if I continue to invest at the same pace from a new investment standpoint, that's only about 20% of the cash that I invest. 80% goes into later stages of companies that I got in early”
Oren Zeev May 24, 2022 ▶ 10:35 Oren Zeev: How I Raised $1 BILLION in 12 Months | 20VC #888 · 20VC with Harry Stebbings
Feb 2, 2026 neutral
Disclosure
Zeev Ventures has backed only 40 total companies across 11 funds
“So I'm now in fund 11, and I only have 40 companies.”
Oren Zeev Feb 2, 2026 ▶ 1:02:29 Oren Zeev: Why AI Growth Expectations Are BS & Won't Last? Why GPs Shouldn't Tell LPs Their Strategy
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