Staying Small Despite Billion-Dollar Backings with Micah Rosenbloom

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Origins - Inside Venture Capital, Hosted by a GP and an LP

OpenLP from Sapphire Partners

116 episodes

2 weeks ago

Hosted by a General Partner (GP) and a Limited Partner (LP), Origins dives into the venture capital ecosystem to learn how the people behind the money make decisions: How LPs choose VC funds to invest in, what drives performance in venture, the dos and don'ts of fundraising, what founders/entrepreneurs/CEOs need to do to raise a Seed, Series A and beyond, what it takes to go from emerging manager to franchise VC, and the latest private market trends and dynamics shaping the investment ecosystem. Origins is co-hosted by GP Nick Chirls and LP Beezer Clarkson.

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Investing

Business

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Staying Small Despite Billion-Dollar Backings with Micah Rosenbloom

Origins - Inside Venture Capital, Hosted by a GP and an LP

44 minutes 57 seconds

1 month ago

Staying Small Despite Billion-Dollar Backings with Micah Rosenbloom

Micah Rosenbloom is a Managing Partner at Founder Collective, a firm dedicated to seed investing and, crucially, to keeping their fund sizes below $100 million. Micah talks with Beezer Clarkson, Partner at Sapphire Partners, and Nick Chirls, Partner at Asylum Ventures, to discuss Founder Collective’s philosophy of keeping their fund size small to avoid the “billions or bust” mentality, how most investors have a bad track record of spotting trends at seed, and how consumer goods are still worthwhile investments even against the backdrop of AI. They also debate a recent post from Nick to get to the fundamental question of whether investors taking big risks are courageous or lucky.

Learn more about Sapphire Partners: sapphireventures.com/sapphire-partners

Learn more about OpenLP: openlp.vc

Learn more about Asylum Ventures: asylum.vc

Learn more about Founder Collective: foundercollective.com

For a monthly roundup of the latest venture insights, including the newest Origins episodes, subscribe to the OpenLP newsletter – delivered straight to your inbox: subscribe.openlp.vc

CHAPTERS:

0:00 Welcome to Origins

2:16 What Can Small Do For You?8:57-A Whole Team of Ex Operators

14:52 How Micah’s View of the Market Has Changed18:48-Why the Market’s Tough Right Now

21:49 Early Stage VCs Are Usually Seven Years Too Late
30:14 Investing: Courage or Luck?42:59-Predictions for 2026