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Aram Attar
Tech & AI
4mo
Since 2024, Allocator One has committed tens of millions of dollars to 32 VC funds across the US, Europe, and Asia, and is an anchor LP in 20 of them.
Co-founded by Michael Ströck and Felix Staeritz, Allocator One is one of the few global platforms backing first- and second-time VC fund managers; covering 80% of the sub-$50 million Fund I & Fund II vehicles worldwide.
I sat down with Michael to discuss their unparalleled “selection machine," which allows them to screen hundreds of applications each year (see the link to the full interview below for more details).
I also asked him about the mindset he looks for in the GPs that Allocator One backs. Five traits surfaced:
1️⃣ Life-thesis fit
The new fund idea should be the logical next step of the last 10–15 years, not a narrative invented for fundraising
2️⃣ Commercial drive
A pattern of finding ways to make money for oneself and for others; in his words, venture is largely “brand and money.”
3️⃣ First-principles thinking
A bias toward going to the source—“in business, you go to the people who run the world”—and the belief you can create the circumstances to win.
4️⃣ Integrity under pressure
The willingness to say what you believe is true, not what you think the LP wants to hear.
5️⃣ High agency
Complaining is a hard negative signal; it reads as an inability to take ownership of outcomes.
Hearing Michael describe Allocator One’s thesis, target GP profile, and investment process from the inside confirmed a core intuition behind Mindset-Based Investing: once you’re in super-emerging territory, you can’t rely on track record. You are really underwriting how someone thinks, behaves, and builds.
📖 Read the full interview here: https://lnkd.in/emEzZ7hm
My thanks to Swagat Mohanty for the intro to Michael.
#EmergingVC #LP #Allocation #MindsetBasedInvesting
3 pages
61
Aram Attar
Tech & AI
4mo
Since 2024, Allocator One has committed tens of millions of dollars to 32 VC funds across the US, Europe, and Asia, and is an anchor LP in 20 of them.
Co-founded by Michael Ströck and Felix Staeritz, Allocator One is one of the few global platforms backing first- and second-time VC fund managers; covering 80% of the sub-$50 million Fund I & Fund II vehicles worldwide.
I sat down with Michael to discuss their unparalleled “selection machine," which allows them to screen hundreds of applications each year (see the link to the full interview below for more details).
I also asked him about the mindset he looks for in the GPs that Allocator One backs. Five traits surfaced:
1️⃣ Life-thesis fit
The new fund idea should be the logical next step of the last 10–15 years, not a narrative invented for fundraising
2️⃣ Commercial drive
A pattern of finding ways to make money for oneself and for others; in his words, venture is largely “brand and money.”
3️⃣ First-principles thinking
A bias toward going to the source—“in business, you go to the people who run the world”—and the belief you can create the circumstances to win.
4️⃣ Integrity under pressure
The willingness to say what you believe is true, not what you think the LP wants to hear.
5️⃣ High agency
Complaining is a hard negative signal; it reads as an inability to take ownership of outcomes.
Hearing Michael describe Allocator One’s thesis, target GP profile, and investment process from the inside confirmed a core intuition behind Mindset-Based Investing: once you’re in super-emerging territory, you can’t rely on track record. You are really underwriting how someone thinks, behaves, and builds.
📖 Read the full interview here: https://lnkd.in/emEzZ7hm
My thanks to Swagat Mohanty for the intro to Michael.
#EmergingVC #LP #Allocation #MindsetBasedInvesting
3 pages
61
Aram Attar
Tech & AI
4mo
Since 2024, Allocator One has committed tens of millions of dollars to 32 VC funds across the US, Europe, and Asia, and is an anchor LP in 20 of them.
Co-founded by Michael Ströck and Felix Staeritz, Allocator One is one of the few global platforms backing first- and second-time VC fund managers; covering 80% of the sub-$50 million Fund I & Fund II vehicles worldwide.
I sat down with Michael to discuss their unparalleled “selection machine," which allows them to screen hundreds of applications each year (see the link to the full interview below for more details).
I also asked him about the mindset he looks for in the GPs that Allocator One backs. Five traits surfaced:
1️⃣ Life-thesis fit
The new fund idea should be the logical next step of the last 10–15 years, not a narrative invented for fundraising
2️⃣ Commercial drive
A pattern of finding ways to make money for oneself and for others; in his words, venture is largely “brand and money.”
3️⃣ First-principles thinking
A bias toward going to the source—“in business, you go to the people who run the world”—and the belief you can create the circumstances to win.
4️⃣ Integrity under pressure
The willingness to say what you believe is true, not what you think the LP wants to hear.
5️⃣ High agency
Complaining is a hard negative signal; it reads as an inability to take ownership of outcomes.
Hearing Michael describe Allocator One’s thesis, target GP profile, and investment process from the inside confirmed a core intuition behind Mindset-Based Investing: once you’re in super-emerging territory, you can’t rely on track record. You are really underwriting how someone thinks, behaves, and builds.
📖 Read the full interview here: https://lnkd.in/emEzZ7hm
My thanks to Swagat Mohanty for the intro to Michael.
#EmergingVC #LP #Allocation #MindsetBasedInvesting
3 pages
61