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
Jonathan Beda: Connexa Capital
In this episode, Jonathan Beda joins Joel Palathinkal to discuss the evolution of boutique fitness studios and his journey from Zumba to Zoombini. They explore venture investments, SPVs, and the launch of Connexa Capital. The conversation covers Zumba's growth, business models, and music licensing. They also discuss the creator economy, customer acquisition, and revenue models for content creators. Additionally, they touch on family offices in venture capital, allocation strategies, inflation's impact, and liquidity. Jonathan shares insights on fund administration, mentorship, and building SPVs, offering advice on adding value and assessing risk.
Key Points
- Zumba's success was driven by a subscription model that provided instructors with curated music, choreography, marketing materials, and legal resources, creating a sustainable revenue stream and a strong brand community.
- The SPV (Special Purpose Vehicle) model was pivotal in building a track record for early-stage investments, allowing smaller investors to gain access to deals typically reserved for larger funds by demonstrating added value to startups.
- Family offices often prefer co-investment opportunities in venture funds, allowing them to selectively double down on promising startups while benefiting from diversified exposure and professional management, making venture an essential component of a well-rounded alternative investment strategy.
Chapters
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| 1:12 | |
| 1:36 | |
| 3:40 | |
| 7:25 | |
| 11:42 | |
| 17:05 | |
| 21:09 | |
| 24:26 | |
| 29:33 | |
| 31:44 | |
| 36:12 | |
| 41:28 | |
| 48:21 | |
| 52:03 | |
| 54:34 | |
| 55:33 |
Transcript
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