Venture In The South
Venture in the South is about angel investing in the Southeastern United States.
We interview founders and thought leaders, sponsor a few panels discussing significant events and share our own experiences with over 100 startup investments.
Released every Monday and usually 30-45 minutes long, ~50% of shows are Founder interviews, ~25% interviews with thought leaders and ~25% educational.
We invite feedback and suggestions via www.ventureinthesouth.com or email david@ventureinthesouth.com. If you like our show please subscribe and give us a rating with a quick review.
Thanks for listening and remember: Our mission is to MAKE MONEY, HAVE FUN AND DO GOOD.
Venture In The South
E201: An AI Bubble Update and the Southeastern US investment thesis.
S4:E201 David gives an AI Bubble Update, then an encore presentation of The Southeastern US Investment Thesis from E123. That thesis is critical for Southern Investors to keep their eye on the investment ball and is worth repeating. What I mean by ‘keeping your eye on the investment ball’ is that IRR, rather than Multiple on Invested Capital or MOIC, is the most meaningful metric for startups. And because startup investments in the Southern US are different from the West Coast and the Northeast, it makes sense to approach them in a fundamentally different way. Those West Coast and Northeast markets focus on big bets with high failure rates to achieve a few very big wins on the long term. But in the Southern Startup market, smaller bets with low failure rates and early exits on the medium term work best to achieve > 20% IRR, comparable to the best West Coast Venture returns. (recorded 12.14.25)
If you are interested in an independent resource regarding southern startup economics, check out the BIP State of Startups Report.
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https://www.linkedin.com/in/paulclarkprivateequity/
We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com.
