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- 📶 Maya Bakhai (GP @ Spice Capital) on true signal, seed fund portfolio construction, and the opportunity for being non-consensus
📶 Maya Bakhai (GP @ Spice Capital) on true signal, seed fund portfolio construction, and the opportunity for being non-consensus
Avoiding venture groupthink, gaining conviction at pre-seed, investing in "scar tissue" zones, math on why you're probably not as good at picking as you think
Good morning 👋
Today we’re breaking down a conversation with Maya Bakhai (GP @ Spice Capital).
I met Maya a year ago when I was still evaluating new emerging managers every week. She immediately stood out as someone who:
Deeply understood the problems of companies just starting out
Had a different definition of “early” than most
Didn’t want to look, sound, or feel like your traditional VC
Sees the hidden value of being the first check in
We talk about all of that in more in today’s piece - let’s get into it.
P.S. If you’re looking for more investor talks like this one …
Explore all investor deep dives here.
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