VC Optimism Returning But More Pain Ahead In Their Portfolios
Hunter Walker
AUGUST 8, 2023
Obvious caveats to my POV here, most specifically: exposure is limited to largely the US/SiliconValley ecosystem, driven by our own portfolio, my friends and co-investors, the funds I’m a LP in, and our institutional LP relationships. Restructures, Down Rounds, and Pay to Plays. Valuations.
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