The Meb Faber Show: “The 90-Day Investing Opportunity: This Fund Buys What VCs Miss”
The Meb Faber Show: “The 90-Day Investing Opportunity: This Fund Buys What VCs Miss”
Today’s guest is Dave Thornton, co-founder & Chief Customer Officer of Vested, which helps startup employees unlock the value in their equity.
In today’s episode, Dave walks through the messy reality of startup stock options, noting $600 billion of startup equity is abandoned over a market cycle. He explains how Vested helps solve this problem by providing funding to help employees exercise their expiring stock options, in exchange for exposure to a portion of the now-owned shares.
Dave also previews Vestiment, a tool to track the fair-market value of your equity over time that’s already reducing abandonment, and shares practical takeaways for employees, advisors, and allocators seeking exposure to venture capital.
To see links or read the transcript of the episode, visit us at: https://www.themebfabershow.com/episo…
(0:00) Starts
(0:34) Dave Thornton explains Vested
(9:35) Vested’s selection model, data sources, and proprietary insights
(17:22) Vested’s investment strategy and funds
(21:19) Trends in IPOs
(23:13) Venture exposure
(26:18) Introducing the Vestimate
(31:12) Future goals for Vested
(37:38) Final remarks
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Have questions? Reach out to us any time at info@cambriainvestments.com.
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20250912
