Breaking Down Angel Investing: IRRs, Exit Strategies & Risk–Reward Trade-Offs
Description
The ASYMMETRIC Crew today:
Revant: CEO, Mosaic Wellness
Shantanu: Founder & CEO, Bombay Shaving Company
Chirag: Founder, GoKwik
Utsav Somani: Founder, Offline; Partner at Galaxy & iSeed
0:55 Intro & Welcome to Utsav Somani!
2:04 Utsav’s Current Work
4:13 Revant’s Angel Investing Journey
12:55 How Angel Investing Has Changed Post COVID
18:34 Will IPO Money Flow Back to Startups?
24:01 IRRs from Angel Investments
30:31 The Math Behind Angel Investments
36:46 From Angels to Fund Managers
40:10 The Problem with Domestic Capital Pools
43:35 What’s Worked in the US
44:40 Startup IPOs - Recycling into Angel Fuel
46:38 Types of Angel Investors
51:39 How to Classify Investors
53:46 The Bad Side of Angel Investing
58:07 Startups & the Media Hype
1:02:00 Building Good Faith in the Ecosystem
1:08:25 Angel Investing as a CEO
1:13:43 Managing Competition Risk
1:16:27 Consumer vs Platform Businesses
1:19:06 The Need for a Positive Sum Game
Charts referred to in the episode:
https://gamma.app/docs/Angel-Investment-Portfolio-Strategy-unv0lvzfc90d1iq
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United States
