Event detail

The Ultimate Alpha Strategy: Mastering Early-Stage Tech Investments by Opalesque

Investor Workshop with Investment Banker turned “Super Angel” turned VC Ian Sosso

Building direct exposure to early-stage start-ups can not only be a very profitable strategy but is vital for institutional investors, family offices and private investors alike in a world where we are seeing a redistribution of wealth towards tech businesses and tech entrepreneurs.

There is strong evidence that small, emerging managers outperform large established managers in venture capital. But there is also a growing number of investors who are investing directly in early-stage businesses. We have seldom met one that is not either already investing or at least considering it.

Yet, finding the right investment formula has been challenging for many: loss of capital in the first few investments, inadequate deal flow, lack of understanding of the due diligence process and investment process, ticket size too small for institutional investors to warrant the time and effort, etc.

Casual tech investors lose money. However, early stage venture investing is the ultimate alpha generation strategy: There is no index replication strategy. There is no proxy to being an active investor. But there is evidence that the leading angel and venture investors consistently generate substantial returns.

So, we all love tech, we all want to get involved, but how do you intelligently participate in the future of tech? How do you build a strategy that makes sense, how do you get the best of a high performing venture fund and build both exposure and experience in direct investing, and why it is so important that you do?

With a 7 year IRR of 38%, Ian Sosso, the Founder & Managing Partner of Monte Carlo Capital (www.montecarlocap.com), knows what he’s talking about. Ian has over 15 years experience as a business angel and 16 years investment banking in Europe and Asia, and has built an award winning strategy that brings together the diversification and performance of a small venture fund, while offering his LPs significant direct co-investment opportunities.

Join this exclusive investor workshop and learn:

  • How to identify 20x investments
  • Why early-stage investment is the ultimate alpha generation strategy
  • What is the full cycle investment process, from deal sourcing, to due diligence, closing a deal and working with the company.
  • What is the most difficult in early-stage investing?
  • Why deal sourcing and due diligence are the main drivers of return
  • The channels to source high value tech deals across verticals
  • Why building tech investing know-how is not done by being a passive investor in funds. What you can do instead

You will be able to tune in to this webinar from any computer, tablet, or smartphone. The webinar will be recorded – in case you are not able to join, all registered participants will be provided a link to replay the webinar.

Register here.

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Date

Feb 27 2024

Time

11:00 am - 1:00 pm

Local Time

  • Timezone: America/New_York
  • Date: Feb 27 2024
  • Time: 6:00 am - 8:00 am
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