The GP Data You've Never Collected Before | Kelli Fontaine | Superclusters | S4E1
From investing in great fund managers to data to investor relations, Kelli Fontaine is a partner at Cendana Capital, a fund of funds who’s solely focused on the best pre-seed and seed funds with over 2 billion under management and includes the likes of Forerunner, Founder Collective, Lerer Hippeau, Uncork, Susa Ventures and more. Kelli comes from the world of data, and has been a founder, marketing expert, and an advisor to founders since 2010.
You can find Kelli on her socials here:
X/Twitter: https://x.com/kells_bells
LinkedIn: https://www.linkedin.com/in/kellitrent/
And huge thanks to this episode's sponsor, Alchemist Accelerator: https://alchemistaccelerator.com/superclusters
OUTLINE:
[00:00] Intro
[02:11] How Kelli became a figure skater
[06:59] Kelli's football fandom
[08:47] Picking schools for critical thinking for children
[10:55] The difference between likeability and founder-friendliness
[13:35] Correcting biases as LPs
[15:07] Examples of what makes GPs unique
[19:53] What kinds of data was Cendana NOT measuring when Kelli joined?
[21:58] What are datapoints that LPs should measure but aren't?
[23:45] Startup metrics that LPs should track
[26:16] Can you trust the data out there?
[32:05] How does one start building a GP dataset from scratch?
[37:38] Why does Cendana do 40 reference checks per fund?
[39:47] Neutral references are worse than negative references
[42:28] The questions Kelli asks founders when diligencing GPs
[43:44] How Cendana does monthly calls with all their GPs and large LPs
[47:57] How often does Cendana send investor updates?
[49:13] The difference between monthly calls and taking an LPAC seat
[51:19] Kelli's indelible sports moments to witness
[52:37] What makes Kelli laugh?
[56:14] Thank you to Alchemist Accelerator for sponsoring
[57:15] If you enjoyed this episode, it would mean a lot to me if you shared it with one other friend!
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#superclusters #superclusterslp #gp #vc #lp #startups #entrepreneurship #venturecapital #podcast #investing #finance #financialservices
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#superclusters #superclusterslp #gp #vc #lp #startups #entrepreneurship #venture_capital #podcast #investing #finance #financial_servicesКомментарии:
Every time I watch David's podcast, I feel privileged. It is incredible what has been shared and I believe that founders and GPs could learn so much, even though this content targets LPs.
In this episode I loved the "we invest in GPs who have a different approach to dealflow", how assessing GPs and the data is done in depth, and a scientific part of me screamed with approval on the insights related to data.
I salute Kelly's attention to data and hope many more will treat data with more care and knowledge behind it, when using it to make informed decisions.
The mother part loved the Potty talk and highlighting the family activities.
The investor part loved to hear every insight that was shared.
I also like to be a first commenter here, one day I will get to say that I have been an early fan. Cheers and to many more episodes to come!
If you enjoyed the podcast, I'd love to know what was the one main insight you gained from hearing from the amazing Kelli.
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