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. Many VCs Owned Too Little of Their Portfolio Companies to Begin With. Valuations.

Portfolio 98

Portfolio Cap Table LP Valuation 98

Both Sides of the Table

MARCH 6, 2017

So LPs are looking for a combination of “established top tier” and “new managers with differentiation.” This is key because in a permanently low-interest-rate environment parking large pools of capital in assets that benefit from interest is not possible so LPs seek “higher yield.”

LP 286

LP Silicon Valley Venture Capital Startup 286

David Teten

JUNE 1, 2011

Deal aggregation websites Increasing in popularity, trying to increase market efficiency. Question : How do generalist PE funds differentiate and get in the advisers list? Question : How do PE funds differentiate in the LOI phase? Zubin Avari, Charter Oak Equity LP Christopher A. Intermediaries. Wells, PE-Nexus LLC.

Private Equity 122

Private Equity Deal Flow Equity Developer 122