Ahoy Capital
3 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jan 10, 2022 by Chris Douvos · said 3 times in 3 episodes since 2021 · across every show →
Mentions by year
brought up most by Ted Seides (3)
tap a year for its mentions
2023 1 mention in 1 episode
2022 1 mention in 1 episode
2021 1 mention in 1 episode
Everything said about Ahoy Capital, oldest first
Jan 10, 2022 neutral
Partner time and engagement are the true scarce resources in seed investing
“One thing that we heard constantly from entrepreneurs in those days is it turns out that the Capital's not the scarce resource. It's the time and the engagement. And so surmounting that engagement hurdle, I think, is one thing that's really challenging, and I …”
Jan 10, 2022
Allocators must test managers' competitive advantages and their own evaluation abilities
“You're always testing a joint hypothesis. Is this manager an outstanding manager with a sustainable competitive advantage is hypothesis one. The second is, am I sufficiently aware and educated that I can ascertain that?”
Jan 10, 2022 negative
Touting $25K angel checks in consensus hot companies shows zero value proposition
“The thing that kills me dead, and this is a work one, is when I meet with folks, and they tell me about what a good investor they're in, because they're in companies A, B, and C, and the number of times that I hear, literally in the course of a week, the same …”