Jamie Montgomery
Co-Founder and Managing Partner, March Capital. On 1 show, 1 appearance. The Shows tab opens the full record on each.
investorfounderexecutivehostLinkedIn ↗marchcp.com ↗
He co-founded Santa Monica-based venture firm March Capital in 2014 and founded The Montgomery Summit technology conference. Previously, he was the founder and CEO of boutique investment bank Montgomery & Co., focusing on enterprise software, AI, and cybersecurity investments.
1shows
1appearances
15statements
3resolved
0supported
1contradicted
0%fully supported
Everything Jamie Montgomery said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Montgomery: Edge computing startup could reach $40B to $50B in 10 years
“So we're building one company that we think will be the AWS of the edge. We think we can build a company that's worth 40, fifty billion dollars in 10 years.”
Montgomery: VCs should hold top companies longer via life cycle funds
“I think you want to own these companies forever. I mean, I think they're great companies, and you sell them, and you pay tax. Could we have more of a life cycle? Yeah, I think that's a lesson learned, that we probably could stay in these companies longer, and …”
Montgomery: March Capital puts 75% of fund capital into 10 companies
“We'll concentrate at the 15% in any fund in one company, and then 75% of our investments will be in 10 companies in a fund, and we'll monitor companies for a couple of years before we invest, so we really know them well, so.”
Montgomery: 70% of Russell 2000 companies disappeared over twenty years
“I mean, I think if you look at the loss ratio in the Russell, 2000 over the last 20 years, you know, about 70% of the companies went away, and if you bought the top 10 companies in the Dow 20 years ago, you'd be holding, you know, 20 cents on the dollar right …”
Montgomery: Pandemic rate of tech adoption is not likely to repeat
“All of a sudden, we had five years of innovation adoption in six months, but it's not likely to be repeated in our lifetime.”
Montgomery: Venture is not zero-sum; great companies need $100M-$200M across syndicates
“It's not a zero-sum game in the venture business. Usually, you know, there's four, five, six investors in a company, and it takes a 102 hundred million dollars to grow a great company, and we're one of those investors.”
Montgomery: CrowdStrike is fastest growing cloud software company ever
“CrowdStrike is the fastest growing cloud software company ever.”
Montgomery: March Capital sold Indian payments leader for about $5B
“We had the largest electronics payment company in India. We did one, we did 70% of the payments for one-fifth of the world's population. I mean, think of the scale on that. We just sold it for about five billion dollars.”
Montgomery: March Capital underwrites valuations 30% to 50% below market
“We underwrite our investments to valuations that are 30 to 50% lower than the current marketplace. So we basically say, look, if we can't underwrite, we want a margin of error when we do a deal.”
Montgomery: March Capital lost billions on errors of omission
“Did we make some investments in early stage consumer and fund one that didn't work out? Yeah. Those cost you maybe millions of dollars or maybe tens of millions at a minimum, but we left billions of dollars on the table by errors of a mission.”
Montgomery: VCs must concentrate aggressively when finding rare standout companies
“And then if you're lucky enough to find a good company every couple years, like a CrowdStrike, and you really figure that out, and you gotta back up the bus, because you're not, those don't come along every month. I don't think there's that many great opportun…”
Montgomery: Investing in Fewer Companies Compounds Founder Trust and Access
“By doing a fewer number of companies that had a lot of benefit to us in terms of how we spend our time, we could work more closely with the management teams, and then we've gained their trust and respect, and they would give us more access to the companies and…”
Montgomery: US venture funding reached $150B in 2020, just 0.6% of GDP
“Investment venture capital. United States topped one hundred fifty billion last year. It's well ahead of that this year. It's fair to say the surface area of innovation has increased dramatically, but to put one hundred fifty billion dollars in context, that's…”
Montgomery: Facebook gave its first presentation at the Montgomery Summit
“This is where Facebook first presented.”
One line per show, most statements first. The link opens Jamie's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
 CAPITAL ALLOCATORSLEDGER | Co-Founder and Managing Partner, March Capital | 1 | 15 | 0% 0/3 | full record on Capital Allocators → |