Eric Alfuth is an investor and advisor with over 20 years of experience. He is the managing partner of the early-stage VC Caymont Ventures, and he serves as a board member and advisor to multiple emerging companies. He also serves as President of the Houston Angel Network, one of the largest and most active angel networks in the country.
Prior to forming Caymont Eric helped launch and sell two energy companies, a public exit and a private sale. Before his entrepreneurial journey, Eric led a high yield credit hedge fund and managed a $4 billion international fund for AIG Investments. He began his career as an equity research analyst with Prudential Securities for a #1 ranked Institutional Investor team.
Eric holds two degrees from Texas A&M University and a Masters degree from Harvard University.
During our conversation, he discusses:
The impact of quitting a day job to start a company
Advice to new angel investors
The importance of developing a macro thesis
Supporting founders beyond providing capital
The significance of having a strong advisory board
Examples of successful thesis-driven investments
Trends and sectors he is watching like personalized medicine and EdTech
The collaborative nature of the angel investing community
Listen now on Spotify, Apple Podcasts, and YouTube.
What We Cover:
02:26 Eric's Introduction to Angel Investing
05:08 Full-Time Angel Investing and Venture Fund
07:56 How the Houston Angel Network Supports New Angel Investors
13:27 Developing & Executing on a Macro Thesis
22:03 The Importance of Having a Board
23:36 Advice for New Angel Investors
25:59 Examples of Investment Theses in Action
30:27 Trends Eric is Watching
Connect with Eric
LinkedIn: https://www.linkedin.com/in/ealfuth/
Newsletter: https://caymont.substack.com
Website: https://www.caymont.com/
Website: https://www.houstonangelnetwork.org/
Connect with Andrew
Newsletter: https://thediligentobserver.substack.com
Website: https://pitchfact.com/
Stuff We Reference
Fidelity: https://www.fidelity.com/
Good Morning America: https://www.goodmorningamerica.com/
Reebok: https://www.reebok.com/
Nike: https://www.nike.com/
Name, Image, Likeness (NIL): https://www.investopedia.com/name-image-likeness-8558991
OpenAI Board Drama: https://thediligentobserver.substack.com/p/openai-upheaval-3-implications-for
Enron: https://www.investopedia.com/updates/enron-scandal-summary/
Theranos: https://www.investopedia.com/articles/investing/020116/theranos-fallen-unicorn.asp
All opinions expressed are personal and may not reflect the views of the individual’s organization or of The Diligent Observer. Not investment advice.
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