MENU

Fun & Interesting

#94 Evaluating Investments, Building Relationships & Value Investing with Rajeev Gupta

Alt Funds Network 1,552 1 week ago
Video Not Working? Fix It Now

Find us online: https://altfunds.io/ Email us with topic ideas: [email protected] Spotify: https://bit.ly/4afXcan Apple Podcast: https://apple.co/4akXAUS YouTube: https://bit.ly/3GE1UBl 👇 Click Below to be a guest on our video podcast: 👇 https://bit.ly/46X7cSQ Connect with Rajeev Gupta: Personal LinkedIn: https://www.linkedin.com/in/rajeev-gupta-9193596/ Company LinkedIn: https://www.linkedin.com/company/alium-capital/?viewAsMember=true Background: Raj has been an investor in both public and private markets in Asia and Nth America since the mid-90s. He is now based in Sydney Australia where he set up a Technology focused Crossover Fund Description: In this episode, Raj discusses his journey from starting at Goldman Sachs in the late '90s to founding Alium Capital. He delves into the challenges and changes in the investment landscape over the decades, particularly focusing on the qualitative and quantitative aspects of investing. Raj shares the philosophy and strategies behind Alium Capital, including their unique approach to company evaluation, their focus on creating value through relationships, and their method of cautious investment and thoughtful exits. He also highlights the growth and potential of the technology sector in Australia and the broader Asia Pacific region. Tune in for insights on venture capital, private equity, and the current investment climate. Timestamps: 00:00 Introduction: The Challenges of Investing 02:32 Raj's Early Career at Goldman Sachs 04:51 Founding the Alium Fund 06:02 Investment Strategy and Philosophy 07:15 Evaluating Founders and Companies 11:22 Geographic Focus and Technology Investments 16:40 The Importance of Relationships 18:39 Building Personal Relationships in Business 19:12 Navigating the Noise in Business Conversations 19:47 The Importance of Human Connection 21:19 Reversing the Investor-Company Dynamic 23:14 Strategies for Entering and Exiting Investments 27:29 The Role of Boards in Company Governance 30:06 Opportunities and Challenges in the Australian Market 33:06 Impact of High Interest Rates on Venture Capital 34:43 Economic Growth in Asia-Pacific 36:34 Conclusion and Contact Information Disclaimer: Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation. #VentureCapital #PrivateEquity #TechnologyInvesting #AsiaPacificMarkets #CrossoverFund #AustralianStartups #InvestmentStrategy #FounderFocus #AliumCapital #RajInvests #QualitativeInvesting #QuantitativeInvesting #StartupInvesting #InvestorInsights #VCPhilosophy #TechInAustralia #AsiaGrowthMarkets #BoardGovernance #InterestRatesImpact #VCExitStrategies #aliumcapital #rajeevgupta #altfundsnetwork

Comment