Buyout Discipline in VC: Morphosis’ Playbook for Repeatable Wins
In this episode of Balentic Edge, Kasper Wichmann speaks with Amit Zutshi, founding partner at Morphosis, a VC firm revolutionizing early-stage investing with a buyout-style discipline. Discover how Amit challenges the conventional power-law model, emphasizing concentrated portfolios and private-equity-grade diligence to drive repeatable returns. Learn about their focus on transformative sectors like AI infrastructure and cybersecurity, and hear about the innovative solutions from their portfolio, such as Datamotive’s groundbreaking disaster recovery technology. If you’re navigating the evolving landscape of enterprise tech, this conversation offers invaluable insights and practical takeaways. Listen now!
Unlocking Private Capital to Power Europe’s Tech Future
Europe’s venture reality check: capital stack gaps, IC conviction, and financial sovereignty in fintech. LP/GP insights on risk-adjusted returns and US vs. Europe.
Secondaries with an Edge: Julien Marencic on Smart Allocation
Jera Capital’s Julien Marencic joins Balentic Edge to discuss secondaries, GP-leds, evergreen funds, and risks LPs can’t ignore in private markets
Cracking the Venture Code: Power Laws & Fund Returners
From Taboo to Opportunity: Defence Investing in Private Markets
Launch Orca Request a call Defence investing has quietly moved from exclusion to opportunity – reshaping private equity, venture capital, infrastructure, and private credit. In this special solo edition of Balentic Edge, Kasper Wichmann, CEO and founder of Balentic, explores the drivers behind defence’s re-emergence: shifting geopolitics, rising capital flows, and new technology layers from […]
Scaling Strategy: Matt Evans on Building a Global Aviation Platform
Launch Orca Request a call https://youtu.be/hlgVRNI4sUU In this episode of Balentic Edge, host Kasper Wichmann is joined by Matt Evans, Partner at Bain Capital Special Situations, to explore the secular trends reshaping hard asset investing. From aviation and supply chain disruption to U.S. manufacturing, Matt shares how Bain approaches opportunities in industries that are both […]
Beyond Fund I – Why Smart LPs Back Early-Stage Venture
In our latest episode, Jamie Rhode, Partner at Screendoor, joins Balentic CEO Kasper Wichmann to break down the misunderstood role of timing, the power of access, and what it really takes to succeed in early-stage VC.
Cutting through the noise: Building LP trust in a crowded market
Launch Orca Request a call https://youtu.be/ceD2PxGtWcQ In this episode of Balentic Edge, Diana Tenkova, founder of Institutional Quality, joins Kasper Wichmann to unpack what it truly takes to stand out in today’s private markets. From the credibility gap in GP storytelling to the real risks and overlooked advantages of emerging managers, this is a clear […]
Beyond top quartile: Rethinking LP Strategy in Private Markets
Launch Orca Request a call https://www.youtube.com/watch?v=jOB2oykFi3o In this episode of Balentic Edge, Matt Curtolo – seasoned LP and private markets advisor – joins Kasper Wichmann to unpack why top-quartile chasing is a myth, how small LPs can turn agility into edge, and what smart sourcing looks like in a noisy, access-constrained market. From manager selection […]
The NAV Loan Revolution: Risk and Rewards Unveiled
Launch Orca Request a call In this special episode* of Balentic Edge, Kasper is joined by our Balentic in-house private markets expert Alex who unpacks the NAV loan revolution reshaping private equity. Learn why GPs are turning to NAV-based financing, the risks for LPs, and how this trend could redefine fund liquidity strategies. *This is […]