Curtis Pierce

[Rob Stephens @robstephens_]

The typical endowment model is full of dogma. To me, investing is people first.

I had a great time sitting down with @DWeisburd on How I Invest. We started with a trend I’ve tracked since my time in China: the convergence of AI with power and natural resources. Building the AI stack takes real inputs at massive scale, which China has focused on for years. We have a lot of ground to make up here.

The meat of our conversation though was about how LPs think. After 10 years on the GP side, I see things differently than many of my peers. At the end of the day, this business is about relationships, trust, and judgment. You need all three to invest with the best managers.

We also unpacked some of the frameworks we use at Spider:
- Why we only run a best-ideas book
- Why rigid portfolio allocation can cost you alpha
- How to think about co-investments and continuation vehicles
- What gets hidden in GP marketing
- Why references matter as much as track records for emerging managers
- Where right-sized LPs find an edge

It was great to step back and talk through how we actually approach investing.

[David Weisburd 🚀 @DWeisburd]

Join me live in San Francisco on Wednesday, June 17 to celebrate 400 episodes of the How I Invest podcast!

Apply to attend 👉 https://t.co/tqSbKjSSng

I’m bringing together an exclusive group of prior guests, allocators, and investors for an evening of drinks, hors d'oeuvres, and a toast to this milestone.

It has been an incredible journey, and I’m grateful to the guests and supporters who have helped make 400 episodes possible.

Space is limited, so don’t wait to register!

Special thanks to our sponsor partner @sydecario.

Date: Wednesday, June 17
Time: 5:30 PM – 7:30 PM PT
Location: San Francisco, CA (venue shared post-registration)

#HowIInvest #400Episodes #VentureCapital #PrivateMarkets #LP #Allocator

[David Eckstein @davidneckstein]

Had a great conversation with @DWeisburd at the @NYSE discussing @WeAreLegora's path from $1M to $100M in less than 18 months.

We’re watching the early innings of building a generational company.

https://t.co/yDiJ6i5paB

[David Weisburd 🚀 @DWeisburd]

"$𝟎 → $𝟏𝟎𝟎𝐌 𝐢𝐧 𝟏𝟖 𝐦𝐨𝐧𝐭𝐡𝐬.”

This is the fastest scaling enterprise company ever.

I sat down with David Eckstein (CFO at Legora) to break down how they did it and why this is much bigger than legal.

Credit to @MaxJunestrand and the team — what they’re building is special.

We’re watching the early innings of a generational company.

We’d like to thank @AlphaSenseInc for sponsoring this episode!

Big thanks to @furrier, @bjbaumann2014, @theCUBE and @NYSE stage!

#ArtificialIntelligence #EnterpriseSoftware #VerticalSaaS #Startup

Full episode below 👇
https://t.co/F23J7oQbcp

[Curtis Pierce @Curtis_Pierce]

@APompliano @balajis

[Curtis Pierce @Curtis_Pierce]

@shanebars #bars4life

[Curtis Pierce @Curtis_Pierce]

@shreevalicious I’m definitely in Jesse’s top 6

[Curtis Pierce @Curtis_Pierce]

@shreevalicious @MirrorTech That’s scary

[Curtis Pierce @Curtis_Pierce]

@shreevalicious The notifications made me do it.

[Curtis Pierce @Curtis_Pierce]

@shreevalicious Glad to know I've finally made it to second place 🥈😂

[Curtis Pierce @Curtis_Pierce]

@shreevalicious ur hot 🔥

[Curtis Pierce @Curtis_Pierce]

We goin biotchessss https://t.co/gf1mTiIS3l

[Curtis Pierce @Curtis_Pierce]

@issuerdirect UGrowthFund is ready to win! #ROTHparis

[Curtis Pierce @Curtis_Pierce]

I decided to buy shares of Vail Resorts, so when I'm walking to class in a blizzard I can at least take solace in the economic benefit.

[The Wall Street Journal @WSJ]

Oh, no, it’s snowing! What’s poor Portland to do? https://t.co/t9M0OnXf5W

[Curtis Pierce @Curtis_Pierce]

@shreevalicious 👋🏼

[Curtis Pierce @Curtis_Pierce]

@ellers3 I came out of Twitter retirement to vote No on this. If @WyattMcEvoy is a snail, this is a pic of a snail..

[Curtis Pierce @Curtis_Pierce]

@Chance_Stoker @WyattMcEvoy next time I come to STG we're doing it again.

[Beta Theta Pi-Utah @Beta_Utah]

Very excited to announce that we have received our 2nd Knox award and 9th Sisson at the 176th convention. The 178th will be in Salt Lake!!!