Episode Details
Back to Episodes
E321: Why Most LPs Have No Idea What’s in Their Portfolio
Description
Highlights:
- What breaks when an LP scales from 10 to 50 fund commitments
- Why most private markets data is trapped in PDFs across 800+ portals
- The hidden operational chaos inside family offices and RIAs
- How poor liquidity visibility impacts re-up decisions
- Why venture fundraising has fallen dramatically since 2022 peaks
- The shift of capital from institutions to the wealth channel
- Growth in independent sponsor and deal-by-deal allocations
- Why private market data feeds often don’t match source documents
- The rise of secondaries and tightening discount spreads
- Why borrowing against private assets remains inefficient
- How Arch uses AI to extract key terms from 100-page LPAs
- Lessons Ryan learned building a venture-backed fintech company
Guest Bio:
Ryan Eisenman is the Co-Founder and CEO of Arch, a fintech platform that automates data aggregation, reporting, and analytics for alternative investments. Arch serves global banks, RIAs, family offices, and institutional allocators, helping them manage complex private market portfolios more efficiently.
Our Podcast now receives more than 300,000 downloads a month. Are you interested in sponsoring an episode? Please email David Weisburd at david@weisburdcapital.com.
We’d like to thank AlphaSense for sponsoring this episode!
Sponsor:
AlphaSense is the AI-powered market intelligence platform trusted by 85% of the S&P 100, helping investment professionals make faster, more confident, data-driven decisions. Built for hedge funds, asset allocators, private venture capital firms, and investment bankers, AlphaSense uses advanced AI and powerful search across premium proprietary content to surface the insights that matter most—before the market moves. Elevate your research and stay ahead of the competition. Visit https://www.alpha-sense.com/howiinvest/ to learn more.
Stay Connected with David Weisburd:
X/Twitter: @dweisburd LinkedIn: https://www.linkedin.com/in/dweisburd/ Weisburd Capital: https://www.weisburdcapital.com/
Stay Connected with Ryan Eisenman:
LinkedIn: https://www.linkedin.com/in/ryan-eisenman-21811246/
Questions or topics you want us to discuss on How I Invest? Email us at david@weisburdcapital.com.
Disclaimer:
This podcast is for informational purposes only and does not constitute investment, financial, legal, or tax advice. Nothing in this episode should be interpreted as an offer to buy or sell any securities or to participate in any investment strategy. All opinions expressed by the host and guests are their own and do not represent the views of Weisburd Capital. Participants may hold positions or have financial interests in the companies, funds, or investments discussed. Any references to specific investments are for illustrative purposes only. Investing involves risk, including the potential loss of capital. Past performance is not indicative of future res