Unpacking the VC Game with Dario De Wet from LTV Capital
Lifeselfmastery's podcast I Startups I Venture Capital
Release Date: 07/31/2025
Lifeselfmastery's podcast I Startups I Venture Capital
I am thrilled to have Doreen Pernel, Chief Sales Officer at Scaleway, Europe's leading sovereign cloud provider. She's built and scaled sales teams across Meta, Dataiku, Box, and Bloomberg, navigating Sydney, New York, London, and Paris. In this conversation, Doreen Pernel, Chief Sales Officer at Scaleway, shares her insights on sales leadership, cultural adaptability, and innovative strategies in the cloud computing industry. She discusses the importance of resilience in hiring, the evolving role of cold calling, and how to motivate teams against larger competitors. She also reflects on the...
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I am thrilled to have Daniel Layfield, who is Director of Product Management at Diligent and founder of Subscription Index, advising subscription businesses on monetisation. In this conversation, Daniel Layfield shares his journey from finance to product management, discussing his experiences at Code Academy and Diligent. He emphasises the importance of understanding churn, effective pricing strategies, and the role of AI in product management. Daniel also explores the complexities of subscription models, the significance of metrics, and the impact of price localisation on revenue. Timestamps...
info_outlineLifeselfmastery's podcast I Startups I Venture Capital
I am excited to have , who is the Chief Product Officer at CallRail, an AI-powered lead intelligence platform serving 200,000+ businesses with over $100M ARR. In this conversation, Ryan Johnson, Chief Product Officer at CallRail, shares his journey from finance to product management, discussing the evolution of CallRail from a call tracking service to a lead intelligence platform. He emphasises the importance of scaling product organisations, balancing sales and product-led growth, and navigating the challenges posed by AI disruption. Ryan also delves into pricing strategies, monetisation...
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I am thrilled to have , founder of Strategim, a monetisation & pricing expert with a deep background in financial services, accounting, pricing, and AI. In this conversation, Gary Bailey, a monetisation and pricing expert, shares his journey from accounting to product management and pricing. He discusses the importance of pricing as a core discipline in business education, the evolving role of finance in pricing strategies, and the impact of AI on SaaS pricing models. Gary emphasizes the need for training the next generation in pricing and the role of a monetization architect in modern...
info_outlineLifeselfmastery's podcast I Startups I Venture Capital
I am thrilled to have Naveen Mohan, who leads monetisation at , bringing deep experience from Adobe and Loom. With a Carnegie Mellon Information Systems degree and software engineering background, he combines data science expertise with product management. In this conversation, Naveen Mohan, Product and Monetisation Lead at Otter.ai, shares his journey from data science to product management, emphasising the importance of experimentation in pricing strategies and the evolution of monetisation in tech startups. He discusses the balance between soft and hard paywalls, the rise of hybrid pricing...
info_outlineLifeselfmastery's podcast I Startups I Venture Capital
I am excited to have , co-founder of , helping AI engineers build information retrieval systems using vector embeddings. In this conversation, Ben Gutkovich, co-founder of Superlink, shares his journey from a software engineer to an entrepreneur in the AI space. He discusses the differences between consulting and building technology, the challenges of recruiting talent in a competitive market, and innovative strategies for business development. Ben also addresses the impact of remote work on startups, insights into M&A deals, and predictions for the future of AI. He emphasises the...
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I am excited to have , founder of , a community of 800+ top operators. He is also a General Partner at FOG Ventures, where he's witnessing how AI is killing the 18-month fundraising cycle, enabling 1000x returns in half the time. In this conversation, Casey Woo, founder of Operators Guild and general partner at Fog Ventures, discusses his journey from Wall Street to the startup world, the evolving landscape of fundraising, and the impact of AI on job roles and business operations. He emphasises the importance of generalists in startups, the need for effective distribution strategies, and the...
info_outlineLifeselfmastery's podcast I Startups I Venture Capital
I am happy to have Harvey Liu, the CEO of , where he’s building a cutting-edge platform for spot and futures trading in digital assets. In this conversation, Harvey Liu, CEO of Levex Exchange, discusses his journey from computer science to venture capital and now leading a crypto exchange. We explore misconceptions about blockchain, the psychology of trading, the challenges of asset tokenisation, and the importance of a strong team and culture in business. Harvey shares insights on investing principles, strategies for startups going global, and the dynamics of venture capital, emphasising...
info_outlineLifeselfmastery's podcast I Startups I Venture Capital
I am excited to have , Co-Founder and CEO of EkStep Foundation, a pioneering non-profit working to improve learning outcomes for millions of children in India through technology and learner-centric platforms. Shankar has been featured in ’s ‘Policy 50’, a definitive list of the 50 leaders who are steering and shaping India’s digital economy. In this conversation, Shankar Maruwada shares his journey from corporate leadership to social impact through the Ekstep Foundation. He discusses the importance of digital infrastructure in education, the lessons learned from the Aadhaar initiative,...
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I am excited to have —a venture capitalist who’s rewriting the playbook for what investing can look like. He’s an investor at , the first-of-its-kind global peace VC fund that backs tech founders building solutions for both profit and peace. In this conversation, Shane Ray Martin, a venture capitalist at B-Ventures, discusses his unique journey into the world of venture capital, emphasising the potential profitability of peace tech. He shares insights on the challenges of pitching peace tech to investors, common mistakes founders make in their pitches, and the balance between instincts...
info_outlineI am thrilled to have Dario De Wet, a VC investor and founder of LTV Capital, and managing director at Monza Group International.
In this conversation, Dario De Wet shares his entrepreneurial journey from selling Game Boy emulators in South Africa to becoming a venture capital investor and founder of LTV Capital. He discusses the unique entrepreneurial spirit in South Africa, the balance between his passion for motorsport and his VC career, and the evolution of his investment strategies. Dario emphasises the importance of understanding the venture capital landscape, the impact of AI on startups, and the challenges of navigating high valuations and IPOs. He also reflects on the metrics that matter in VC and the future of billion-dollar funds.
Timestamps
00:00 Dario's Entrepreneurial Journey
04:46 The South African Entrepreneurial Spirit
07:17 Balancing Motorsports and Venture Capital
10:53 Transitioning to Jumo and Anthemis Group
17:14 Founding LTV Capital and Investment Thesis
21:51 Distinguishing True Investors from Asset Gatherers
23:59 The Impact of AI on SaaS and Venture Capital
26:09 Sustainability of Billion Dollar VC Funds
27:34 Emerging Managers vs. Billion Dollar Funds
28:34 Factors Influencing IPOs
30:09 Market Liquidity and Investor Sentiment
32:09 US vs. UK IPO Landscape
33:57 Understanding VC Metrics: TVPI and DPI
36:02 Navigating High Valuations in AI Funding
38:37 Investment Strategies in Today's Market
41:09 The Reality of Unicorn Valuations
42:25 Challenges for B2B Startups
43:47 Lessons from 50 Cent's Hustle
45:44 Building Confidence in VC Careers
Dario’s Links
LDN– https://www.linkedin.com/in/dariodewet/
LTV Capital - https://www.ltvcapital.co/
Course - How to become a successful emerging manager
My Links
Podcast: https://lifeselfmastery.com/itunes
Newsletter: https://partner-grow.beehiiv.com/subscribe
YouTube: youtube.com/lifeselfmastery
Twitter: https://twitter.com/rohitmal
LinkedIn: https://www.linkedin.com/in/rohit857/