David Weisburd sits down with Ramzi Samara, Co-Head of Private Funds (VC) at MASIC, one of the few family owned investment firms in Saudi Arabia that has a dedicated venture capital program. This podcast is proudly sponsored by AngelList visit
https://www.angellist.com/tlp if you’re ready to level-up your startup or fund.
In this conversation they discuss the vibrant dynamics of the region, Ramzi’s investing thesis and multi-year power-law driven strategy, and looking at passive vs active early-stage fund managers.
TIMESTAMPS
(00:00) Episode preview
(01:45) How does VC view the market dynamics in Saudi Arabia?
(07:16) How should Venture Capitalists think about navigating MENA? How does Saudia Arabia differ from the UAE, Bahrain, Qatar, etc.
(10:27) Ramzi’s investing thesis at MASIC
(14:15) Ramzi’s portfolio strategy
(15:56) Sponsor: AngelList
(19:12) Criteria for evaluating a fund
(21:41) Looking at passive vs. active fund managers
(27:41) Risks and downsides of investing in micro VCs
(29:12) How Ramzi thinks about concentration risk
(30:05) What VCs should know about MASIC as one of the earliest adopters of the venture capital asset system in Saudi Arabia
Social Media:
@dweisburd
@eriktorenberg
LI:
https://www.linkedin.com/in/ramzissamara/
LINKS:
MASIC:
https://masic.com.sa/
SPONSOR: AngelList
The Limited Partner Podcast is proudly sponsored by AngelList.
-If you’re in private markets, you’ll love AngelList’s new suite of software products.
-For private companies, thousands of startups from $4M to $4B in valuation have switched to AngelList for cap table management. It’s a modern, intelligent, equity management platform that offers equity issuance, employee stock plan management, 409A valuations, and more.
If you’re a founder or investor, you’ll know AngelList builds software that powers the startup economy. If you’re ready to level-up your startup or fund with AngelList, visit
https://www.angellist.com/tlp to get started.
--
Questions or topics you want us to discuss on The Limited Partner podcast? Email us at
[email protected]
Music: UYBPX4RVTA5QJCFM