The Investor With Joel Palathinkal
The Investor with Joel Palathinkal is a global omni channel show which highlights institutional investors from all walks of life and supports the continuing education for the next generation of allocators
Billy Libby: Insights on Upper90
In this episode, Joel Palathinkal talks with Billy Libby about the formation and evolution of Upper90, delving into its unique approach to investment strategies and deal structures. Billy shares valuable advice for emerging managers, emphasizing the importance of identifying market gaps. The discussion explores Upper90's focus on specific companies and industries, particularly in light of AI's impact on investment sectors. Billy explains the key financial metrics used to evaluate investment opportunities and highlights the significance of in-person networking in the investment landscape.
Key Points
- Rewarding founders who take the most risk with more financial outcomes is a key focus at Upper90, differentiating them from late-stage growth equity or private equity investors.
- Upper90 seeks to provide initial credit to startups with a simple balance sheet and strong unit economics, often combining debt and equity to ensure alignment and skin in the game.
- Networking and in-person meetings are crucial for sourcing quality deals and building long-term relationships, emphasizing the importance of a proactive and personal approach in the investment industry.
Chapters
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Transcript
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