article thumbnail

VC Optimism Returning But More Pain Ahead In Their Portfolios

Hunter Walker

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.

article thumbnail

Does Fintech Disruption Break The Investment Banking Model?

YoungUpstarts

by Joe Duncan, founder of Duncan Capital LP. Here digital intercepts of consumer activities are aggregated into large data sets, analysed, and assessed versus market expectations. in mathematical logic and senior portfolio manager at the time, started an AI-program trading small amounts. In 2014 Granger, a Ph.D.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Why Average VC Returns Don’t Really Matter

Agile VC

The VC industry (both the GP part and the LP part) pays attention to the sector’s returns, but the broader tech ecosystem only occasionally tunes in. 2) No Synthetic Alternative – If an LP can’t “buy” VC as an index, could they replicate the returns of an index some other way?

LP 176
article thumbnail

How Private Equity and Venture Capital Investors Are Eating Their Own Dogfood

David Teten

Advances in machine learning, specifically natural language processing, have made generating these baseline, aggregate datasets possible, at scale, with high accuracy. EShares is an increasingly popular tool in our portfolio for tracking private company cap tables. 8) Accelerate portfolio company value. 9% (1 / 12).

article thumbnail

Why Is There So Much Turnover In Venture Capital?

View from Seed

But even at the Partner-level, the amount of transition in Venture Capital is much more than you perhaps would expect… especially in a business which should have a long term orientation with portfolio investment-hold periods and Partnerships lasting more than a decade. So why is there so much turnover in Venture Capital?

article thumbnail

VCs eating our own dog food: Using technology and analytics to make better investments

David Teten

However, in private markets, there is more room to optimize across all 11 steps of the investing process: firm management , marketing, fundraising , origination , manage relationships, due diligence, negotiation, monitoring, portfolio acceleration , reporting, and. If you have one, please contact me. 7) Negotiate .

article thumbnail

What’s Your VC Tech Stack? Results from a Survey of Early-Stage VC Funds

David Teten

As a globally focused LP in early stage VC funds, we at Blue Future Partners have observed a growing trend of firms investing substantially in software tools, whether developing proprietary solutions or adopting off the shelf tools. How can accelerating portfolio company value be aided by use of software?