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Capital Conversations
Asset management
Beyond the obvious: quiet predictors of VC fund performance with Michael Kim
February 13, 2025 • by Raphaël Grieco, Karl Schmedders in Capital Conversations • 
Podcast available
The founder of Cendana discusses the strategies for partnering with emerging general partners...
Apple SpotifyIn this episode, we dive deep into the world of early-stage venture capital with Michael Kim, founder of Cendana Capital—a San Francisco-based fund of funds managing over $2bn in assets. Since launching in 2010, Cendana has backed some of the most successful VC firms, including Forerunner Ventures, K9 Ventures, and IA Ventures.
Michael shares insider insights on how institutional LPs evaluate and partner with new and emerging GPs, and describes his process for identifying high-potential investments in early-stage VC. Other key topics include how to develop strategies for navigating long-term portfolios, leveraging secondary opportunities in venture capital, and assesses cultural fluency in global markets today.
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