Funds that Won
Fund Launch
Welcome to Funds that Won. Where we dive deep into some of the world's most renowned investment funds. We talk to investment managers across the alternatives landscape and learn how they built their million and billion dollar asset management empires. We're talking teams, structures, portfolio management, Investment philosophy & best practices in launching and running alternative investment funds.
ABOUT LINCOLN ARCHIBALD
Lincoln helps entrepreneurs & investors start funds. Lincoln is Chief Financial Officer of Fund Launch and Managing Partner & CIO of Black Card Capital Partners
He is an expert in alternative assets and works in real estate, private equity, venture capital, and hedge funds
Lincoln has consulted on more than $2 Billion AUM
Instagram: https://www.instagram.com/lincolnarchibald
To learn more about launching and scaling your own fund, visit www.fundlaunch.com
DISCLAIMER:
All information shared are the sole thoughts and opinions of the author. Do not take any information as legal or financial advice. You should seek a certified accountant and a professional legal team for taking any further action. We are not selling or soliciting a security in any way, shape or form. This content is for educational purposes only and is not to be construed as financial or legal advice. Clients of Fund launch or Black Card Capital Partners may maintain positions and securities discussed on this podcast.
ABOUT LINCOLN ARCHIBALD
Lincoln helps entrepreneurs & investors start funds. Lincoln is Chief Financial Officer of Fund Launch and Managing Partner & CIO of Black Card Capital Partners
He is an expert in alternative assets and works in real estate, private equity, venture capital, and hedge funds
Lincoln has consulted on more than $2 Billion AUM
Instagram: https://www.instagram.com/lincolnarchibald
To learn more about launching and scaling your own fund, visit www.fundlaunch.com
DISCLAIMER:
All information shared are the sole thoughts and opinions of the author. Do not take any information as legal or financial advice. You should seek a certified accountant and a professional legal team for taking any further action. We are not selling or soliciting a security in any way, shape or form. This content is for educational purposes only and is not to be construed as financial or legal advice. Clients of Fund launch or Black Card Capital Partners may maintain positions and securities discussed on this podcast.
Episodes
Mentioned books
May 7, 2024 • 38min
Investing In Commercial Insurance | New Reign Capital | Zach Brown | Ep 43
Zach Brown, a founding partner at New Reign Capital, shared insights into transforming commercial insurance through innovative strategies. He discussed their unique approach of keeping acquired companies operationally independent, enhancing specialized skills while avoiding merger pitfalls. Zach elaborated on plans to raise a $30 to $50 million fund to drive acquisitions, focusing on efficiency and collaboration within the industry. He also shared personal stories of perseverance and the importance of integrity in building a successful team.
May 1, 2024 • 33min
The 4 Core Pillars of Your Investment Offering | Lincoln Archibald at Fund Launch Live 2024 | Ep 42
For today's episode, I am uploading the audio from my presentation at Fund Launch Live 2024! In this presentation, I break down the 4 core pillars for structuring your investment offering:Your asset classYour strategyYour teamThe structure of your offerOn top of that, I also dive into how you can properly communicate these pillars to potential investors.Enjoy!
Apr 24, 2024 • 13min
Fund Launch Partners Update | Lincoln Archibald | Ep 41
For today's episode, I sit and give an update on our GP stakes fund - Fund Launch Partners. With the successful raise of our initial $1.2 million from friends and family, we've set a strong foundation and have really validated our GP stakes thesis. Despite the complexity and the time it has taken to get to our first close, the experience has been instrumental in shaping our strategy and operations, confirming the massive job it is to run a fund.Over the last few moths, we've struck deals with very impressive emerging funds like Ollin Ventures, Venatic Capital, and a PE/Real Estate firm out of Arizona. They have been great to work with, and we really believe in their potential to scale.
Apr 10, 2024 • 54min
Investing In Franchise Companies | Three20 Capital Group | Todd Recknagel | Ep 40
Todd Recknagel, Managing Partner of Three20 Capital Group, brings a wealth of knowledge on franchise investments. He discusses his family office's strategic operations and collaborative efforts with private equity firms. Todd emphasizes the importance of active involvement in management and deal creation. He also shares insights on navigating liquidity challenges and balancing organic growth with acquisitions. His journey from banking to franchising highlights key learnings and the critical role of operational excellence in enhancing portfolio value.
Apr 4, 2024 • 45min
A Fund That Leverages Jamaica's Booming Stock Market | David Mullings | Blue Mahoe Capital | Ep 39
For today's episode, I sit down with David Mullings from Blue Mahoe Capital. David shared insights on bridging investors with the Caribbean's vibrant markets, particularly leveraging Jamaica's stellar stock market performance. By emulating the business models of Berkshire Hathaway and Blackstone, Blue Mahoe Capital offers diversified investments across real estate, private equity, and public equities, aiming to make Caribbean growth accessible to global investors. Bowlings highlighted the company's dedication to educating investors and promoting a global perspective among its portfolio companies.David also shared personal success habits, including maintaining life balance, mindfulness, continuous education, and philanthropy. He criticized the industry's common pitfalls, such as under-appreciating marketing, hoarding equity, and unfair negotiation practices. His commentary not only illuminates the untapped opportunities in the Caribbean but also emphasizes the importance of ethical investment practices and personal development in achieving business success.
Mar 27, 2024 • 36min
Ollin on Venture Capital: Investing In Untapped Markets | Thomas Wilkinson | Ollin Ventures Ep 38
For today's episode, I sit down with Thomas Wilkinson, the founder of Ollin Ventures. Tom describes Ollin Ventures as a culmination of his life's experiences, with a focus on seizing the current favorable market conditions that present significant discounts on valuations in the venture capital space. Wilkinson's strategy is centered around early-stage, pre-seed, and seed investments, with a particular interest in technology transfers from universities, aiming to commercialize innovations developed in academic settings. His personal investment experience, marked by successful outcomes, has inspired friends and family to join him in this venture, laying the groundwork for Ollin Ventures.Wilkinson details the operational model of Ollin Ventures, emphasizing the fund's aim to invest in 50 companies, primarily sourced from tech transfer offices, to optimize the fund's impact and returns. Ollin Ventures also supports startups through an incubator program, offering comprehensive assistance including free legal and accounting services, mentorship, and a focus on entrepreneurs under 35. Wilkinson's passion for venture capital, his belief in Utah's potential as an innovation hub, and his commitment to impactful investments underscore the promising outlook for Ollin Ventures.
Mar 22, 2024 • 39min
Doing 80 VC Deals In 7 Years | Stout Street Capital | Clay Gordon | Ep 37
For today's episode, I have the pleasure of sitting down with Clay Gordon from Stout Street Capital. Stout Street Capital, based in Denver, focuses on early-stage investments with sensible risks and outsized returns, mainly targeting "flyover" states and Canada. Having made 80 investments since 2017, they've shifted to a single check strategy for higher initial ownership, diverging from the typical VC practice of doubling down on winners. This method is based on their data analysis, suggesting a larger ownership in winning investments without following on in later rounds.They plan to scale, potentially increasing their AUM to enhance their capacity to support companies and adjust investment sizes. Initially sparked by the structured investment gap among high-net-worth individuals, the founders aimed for a systematic, scalable approach akin to a franchise model. This ensures anyone could replicate their investment success. Alongside initiatives like the Unmet Conference, this strategy underpins their broader aim to offer more than financial returns, aiming for a significant ecosystem impact.
Mar 13, 2024 • 1h 5min
Using AI To Make Investment Decisions | Saguaro Capital | Jim Falbe | Ep 36
In today's episode of Funds That Won, I have the privilege of sitting down with Jim Falbe from Saguaro Capital. Jim talks about starting his own investment firm, Saguaro Capital, after working in humanitarian aid. He explains how the firm uses advanced technology and AI to make better investment choices. Jim shares the challenges of creating a high-quality investment firm, and the importance of having a supportive board of directors to guide the firm. Additionally, Jim discusses an innovative strategy he uses to raise money for his company, which is offering a share of the business in return for financial support. This approach helps them get the funds they need without giving away too much control. He highlights the importance of learning and growing, both for himself and his team. Jim's journey shows his commitment to blending traditional investing with new technologies to improve his firm's success.
Mar 6, 2024 • 46min
Investing In Early-Stage Startups | Trent Mano | Convoi Ventures | EP 35
Trent Mano from Convoy Ventures joins us for todays episode to talk about his funds unique investment approach. Convoy Ventures focuses on early-stage startups in Utah, aiming to be the first investors in technology companies. Their investments mainly include SaaS and FinTech, but they also explore consumer tech, marketplaces, and Web3/crypto ventures. This strategy highlights Convoy's commitment to nurturing innovative ideas and founders within Utah's tech ecosystem.Convoy Ventures employs a diversified investment approach, supporting both sought-after founders in oversubscribed rounds and those less recognized. They prioritize the potential of founders and their ideas, maintaining an open-door policy to build a supportive startup community. By leveraging a network of founders and operators, Convoy ensures startups receive substantial support and strategic introductions. This approach demonstrates Convoy's active and supportive venture capital model, focused on early engagement and ongoing assistance to foster successful startups in Utah.
Feb 28, 2024 • 41min
Structuring Your Investment Thesis | Nick Singleton | Aim Ventura | EP34
Join us in this episode of Funds That Won as we dive into structuring an investment thesis with special guest Nick Singleton from Aim Ventura. Discover how successful funds identify and articulate their unique investment theses, and learn how this crucial strategy has propelled Aim Ventura to success.Nick is responsible for sourcing deals, tracking status of each deal, company analysis, due diligence, investment relations, oversight of associates and interns, transaction management, networking and maintaining key referral relationships, creating marketing material, work with external vendors and advisors, and other day-to-day fund tasks.Prior to joining AIM in January 2020 Nick spent 6 years working for sell-side boutique investment banks in Salt Lake City, UT and Tacoma, WA. He has advised and executed many M&A transactions with both private equity and strategic buyers in multiple sectors and industries. Nick is a Series 82 and 63 Registered Representative, a licensed real estate agent in the State of Utah and received a B.S. in Finance from Utah State University. He is an avid fan of the 49ers, Utah State Aggies, and Manchester United. In his free time he enjoys hiking, playing golf, road biking, and watching or attending any sporting event.
