Ari Newman
On 1 show, 1 appearance. The Shows tab opens the full record on each.
1shows
1appearances
14statements
1resolved
0supported
0contradicted
0%fully supported
Everything Ari Newman said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Newman: Corporate VC right of first refusal creates de facto poison pills
“When a corporate leads and as soon as legal gets involved, they usually want things like right of first refusal and most favored nation. And sometimes that can be absolutely fine. And sometimes if you're in a highly competitive industry, that becomes sort of a…”
Newman: Mandatory investment committee consensus filters out outlier deep tech deals
“The deals that get done are the obvious ones. And the one, you know, and because if somebody doesn't understand, especially in deep tech or advanced technologies if there's somebody that doesn't get it, like, They like, or they did one deal four years ago and …”
Newman: Space, energy, and quantum deep tech markets will rapidly expand
“We believe these are markets that absolutely are going to grow and are essentially existential for humanity and certainly the Western world to continue to thrive over the next 10 or 20 years.”
Newman: Emerging VC managers get locked into their Fund I thesis
“We also knew that typically emerging managers executing a fund one strategy, you're really auditioning for fund two. And the easiest way to put together a clear venture strategy is to have a thesis that's somewhat unique to you, but you become married to it fo…”
Newman: Raising a debut Fund I now takes at least two years
“Have David and I spent the, you know, year or now two years it takes to go raise a fund one, you know, it's at least two years now.”
Newman: Institutional LPs discount SPV track records compared to pooled vehicles
“When you're talking to institutional allocators and professional
LPs, family offices and endowments, when you've got a basket of SPVs, they don't look at it the same way as a pooled capital vehicle for obvious reasons.
and so if you really think ultimately w…”
Newman: Invest in startups once at least one risk vector is resolved
“We knew that the right time to get onto a cap table was when a company had solved at least one of the multiple vectors of risk.
There's team risk, there's market risk, there's product risk, regulatory risk in some domains, all these vectors of risk.”
Newman: Standard SaaS metrics like Rule of 40 fail for deep tech
“The way that those products and industries evolve, you can't use the same rubric like you can looking at SAS and applying the rule of 40.”
Newman: Massive VC targets 20 positions with heavy reserve allocation
“I mean, the strategy for us with our new fund is you know, we're targeting a fairly concentrated portfolio of 20 positions. We do have a very heavy reserve strategy given the domains.”
Newman: Clean linear progression from pre-seed to Series A is a myth
“Like we all know the myth. Everyone thinks there's a pre C to C to series a B, et cetera. I mean, there could be five seed rounds. There could be Two priced seed rounds and three safe rounds in between. It takes as long as it takes to make the turn.”
Newman: CVCs have higher turnover than traditional venture funds
“Corporate venture does have a little bit higher leadership turnover or, you know, active investor turnover. And so the continuity GPs and funds They're usually around for a long time, and so that partnership is also helpful to create, you know, continuity for …”
Newman: Investors should filter out founders seeking generic startup experience
“There's other first time founders that fall into a little bit of a thinking trap, which is they decided that they wanted to get startup experience. So rather than joining a startup led by someone fantastic, they decided that they had to do it on their own. And…”
Newman: Pass on founders who pitch specific rigid exit timelines and buyers
“Any, and by the way, any CEO that says I'm going to sell the company in four years for wide dollars to this buyer, like probably move on to the next deal.”
One line per show, most statements first. The link opens Ari's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
 INNOVATORS & INVESTORSLEDGER | 1 | 14 | 0% 0/1 | full record on Innovators & Investors → |