1200vc

One of the discussions we often encounter is about how #FamilyOffices are thinking about their #budget relating to their ability to excel operationally and across different #assetclasses. These crucial conversations translate to FOs considering different investment strategies (Funds vs Directs for example). Thank you Hugo King-Oakley for sharing this content from Forge Community

It brings us great pride to announce that our CEO and Managing Partner, Adriana Tortajada, has been honored as one of the top female leaders in San Diego for 2024 by Women We Admire Being a leader isn't just about reaching milestones; it's about inspiring others to reach their full potential, fostering growth, and driving positive change. In less than a year since her arrival in San Diego, Adriana has exemplified these qualities and more, earning this well-deserved recognition not only for driving success to our team and to the entire VC industry but for empowering others to become leaders themselves. Congratulations to you and to the women on this list and worldwide, who inspire us every day to shape the future of humanity. https://lnkd.in/ghCYxyvc

We are thrilled to share that our CEO and managing partner, Adriana Tortajada, alongside esteemed colleagues Susana Garcia-Robles Garcia and Jorge S., will be leading an insightful discussion organized by Young Professionals of the Americas and WeInvest LatAm on the dynamic investment landscape within the Latam Region! Save the date and mark your calendars for an engaging session that promises valuable insights and actionable takeaways. Please register at: https://lnkd.in/dNqMVHxq

Fund of Funds are the secret sauce for LPs when investing in Emerging Managers. A couple of factors to consider: 1. Risk mitigation while optimizing for outlier returns With Venture Capital being significantly shaped by the power law, investors need exposure to outlier companies, who can return (multiples of) the fund. The rate of startups who are shooting past the $1B+ mark is ~2%. It takes an incredible amount of sourcing, a very unique position to access the founders building these companies, and a perfected craft of picking outlier companies repeatedly to generate top quartile/top decile returns. The truth is that the probability for a family office or institutional investor to access AND pick these outlier companies is in most cases lower than for a traditional venture fund. By investing in a curated portfolio of the best funds, LPs not only mitigate the risk that comes with investing directly in startups but also position themselves for top venture returns. As data from Preqin shows: Venture Capital Fund of Funds can generate up to 3.5x - 5.5x multiples over ~10 years, which is the timeframe fund returns truly are maturing. 2. Strategic Access (co-investments, learnings, relationships) Many fund of funds offer LPs the opportunity to build strategic relationships with funds in the portfolio, co-investment opportunities with portfolio GPs, industry insights from the best investors, etc. The best Fund of Funds are a rich well of knowledge to their LPs. 3. Time Efficiency Less sexy, but key: investing in the best funds is a craft that needs to be mastered. It requires 100% focus and dedication of resources. This can oftentimes be a hurdle for LPs, which is why investing in a FoF can be an excellent way to get the desired exposure, returns, and insights. 4. Emerging Managers This is where the "Fund of Funds Sauce" gets extra spicy. Considering that Emerging Funds, which typically are in the $5M to sub $100M range, are proving to have a higher probability of outperforming, a Fund of Funds strategy becomes even more powerful.

5.0x VC fund returns are rare. The possibility reduces significantly when investing in larger funds. Access is the game. If you aren't accessing the best performing funds, the asset class isn't worth the risk I don't see how the risk is worth underwriting at all in large funds. #VC #venturecapital

Last week, we were in #London, meeting our local network and making new connections at #CultureShiftingSummit, organized by Culture Shift Labs. Our managing partner, Jose Miguel Cortes, provided vital insights from his +10 years of experience investing in #emergingmarkets as an #institutionalinvestor in both funds and directs. Thank you to the fellow panelists for the discussion: Rachel Crawford (Village Capital), Kanini Mutooni (DRK Foundation), Tim Rann (MercyCorps Ventures), and Erika Brodnock MBE (Kinhub). The fruitful and energizing conversations we had during these past few days highlight the interconnectedness and synergies that are evolving across ecosystems and across asset classes as a way to increase the diversity and quality of #opportunity. Thank you for the invitation, Dustin Shay, and thank you, David Parker (Culture Shift), for the community you have been building and the collaborations you are enabling.

It was a unique and valuable experience for our two managing partners. Adriana Tortajada and Jose Miguel Cortes to participate in #TalentLand2024. The event boasted impressive statistics, including 4 days of activities,42,386 attendees, 33 speakers, 278 workshops, 357 hours of content, 17 country representatives, and much more. It was a fruitful opportunity for learning, networking, and promoting entrepreneurial talent in Mexico and Latam. Congratulations to the organizers and to #InvestorLand for their first-time participation with the Mexican Association of PE & VC Funds (AMEXCAP).

Check out the VC10X episode where Courtney Russell McCrea from Recast Capital shares her insights about investing in #emeringmanagers and the evolving Venture Capital landscape across the US and Canada! You can learn more about her experience and how fellow #FundofFunds evaluate the opportunities to partner with #FundManagers, thinking about portfolio construction, crafting a solid investment thesis, and so much more. https://lnkd.in/g8mmF4Cg

Check out the recent Dakota Live! podcast featuring our Independent IC Member, and Managing Director of Private Markets at Caprock , Christopher Schelling! In this episode Chris delves into the dynamic world of #alternativeinvestments, sharing his wealth of experience and insights on their evolution. As a valued member of our #InvestmentCommittee at 1200vc, Chris's analytical prowess and extensive experience are invaluable assets driving our future success. We're immensely proud to have him on board, and we're excited to share his expertise with you through this insightful podcast episode. #PortfolioConstruction #Finance #Investing #venturecapital #privateequity #BetterThanAlpha https://lnkd.in/g9seWMar

We’re thrilled to announce that our managing partners, Jose Miguel Cortes and Adriana Tortajada 1200vc, will take the stage at Jalisco's Talent Land, an event organized by Talent-Network and for the first time in collaboration with the Mexican Association of PE & VC Funds (AMEXCAP). At Investor Land you will have the chance to meet the most relevant private investors in the Venture Capital industry 🚀 As speakers, Jose Miguel and Adriana will share their insights and expertise as private investors in venture capital. This event promises a fantastic opportunity for anyone eager to unlock their full potential and drive their career forward. Don’t miss this incredible opportunity to learn and network with industry leaders! Mark your calendars for April 1-4 at Expo Guadalajara and join us at Talent Land. See you there! #TalentDevelopment #TalentLand2024 #Innovation