20VC: Oren Zeev on Why Diversification Is Overrated, The Downside of Thematic Investing, Making Quality Decisions In Uncertain Conditions & Why He Has No Reserves Allocation

Oren Zeev is the Founding Partner @ Zeev Ventures, one of the very best and most under the radar firms in the early stage Silicon Valley landscape. Over the previous years, Oren has backed the similarity TripActions, Tipalti, Audible, Houzz, Chegg and Hippo Insurance to name a few. Prior to crushing it with Zeev Ventures, Oren spent 12 years as a General Partner @ Apax Ventures, beginning in Israel and then transferring to the US where he headed the Technology Practice of Apax and the Silicon Valley workplace.
In Todays Episode You Will Learn:
1.) How Oren made his way into the world of venture with Apax and how that led to his establishing his own company, Zeev Ventures?
2.) Having remained in an endeavor collaboration, why did Oren wish to be a solo GP? What are the benefits? How does it alter decision-making? What are the drawbacks? How does Oren talk about offers and ideas without partners? How does Oren describe the decision to LPs on being a solo GP?
Why does Oren not believe in thesis-driven investing? Why does Oren particularly look for under-appreciated markets? How does Oren examine his own cost sensitivity?
Why does Oren believe that diversification is exaggerated? How does Oren think about cross-fund investing? How does Oren believe about reserve allotment?
5.) How does Oren think about fund release timelines? Why do LPs not like the yearly fundraising method? How does Oren measure his position in business with time and round? How does Oren feel about creators taking secondaries?
Products Mentioned In Todays Show:
Orens Fave Book: The Last Lion: Winston Spencer Churchill: Defender of the Realm
Orens Most Recent Investment: Treeverse.
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