I am thrilled to have Dario De Wet, a VC investor and founder of LTV Capital, and managing director at Monza Group International.
In this conversation, Dario De Wet shares his entrepreneurial journey from selling Game Boy emulators in South Africa to becoming a venture capital investor and founder of LTV Capital. He discusses the unique entrepreneurial spirit in South Africa, the balance between his passion for motorsport and his VC career, and the evolution of his investment strategies. Dario emphasises the importance of understanding the venture capital landscape, the impact of AI on startups, and the challenges of navigating high valuations and IPOs. He also reflects on the metrics that matter in VC and the future of billion-dollar funds.
Timestamps
00:00 Dario's Entrepreneurial Journey
04:46 The South African Entrepreneurial Spirit
07:17 Balancing Motorsports and Venture Capital
10:53 Transitioning to Jumo and Anthemis Group
17:14 Founding LTV Capital and Investment Thesis
21:51 Distinguishing True Investors from Asset Gatherers
23:59 The Impact of AI on SaaS and Venture Capital
26:09 Sustainability of Billion Dollar VC Funds
27:34 Emerging Managers vs. Billion Dollar Funds
28:34 Factors Influencing IPOs
30:09 Market Liquidity and Investor Sentiment
32:09 US vs. UK IPO Landscape
33:57 Understanding VC Metrics: TVPI and DPI
36:02 Navigating High Valuations in AI Funding
38:37 Investment Strategies in Today's Market
41:09 The Reality of Unicorn Valuations
42:25 Challenges for B2B Startups
43:47 Lessons from 50 Cent's Hustle
45:44 Building Confidence in VC Careers
Dario’s Links
LDN– https://www.linkedin.com/in/dariodewet/
LTV Capital - https://www.ltvcapital.co/
Course - How to become a successful emerging manager
My Links
Podcast: https://lifeselfmastery.com/itunes
Newsletter: https://partner-grow.beehiiv.com/subscribe
YouTube: youtube.com/lifeselfmastery
Twitter: https://twitter.com/rohitmal
LinkedIn: https://www.linkedin.com/in/rohit857/
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