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What Do LPs Think of the Venture Capital Markets for 2016?

Both Sides of the Table

At the Upfront Summit in early February, we had a chance to have many off-the-record conversations with Limited Partners (LPs) who fund Venture Capital (VC) funds about their views of the market. LPs See The Over-Valuations and Don’t Like It. All isn’t completely rosy in the LP views of the venture industry.

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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.

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What Mistakes Do VCs Make When Fundraising?

Both Sides of the Table

I counsel first-time VCs (as well as founders) to have mid-funnel strategies to get from first LP meeting to close and to put a disproportionate amount of time into this area (I say more about this on the podcast starting at timecode 27:41). And again, just like in enterprise sales, this is all about differentiation ?—?what

LP 375
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Fundraising advice for emerging GP’s

Version One Ventures

Since then, I’ve received 200+ inbound leads (and counting). Have backed close to 20 emerging GP's over the past 5 yrs & looking to add 3-4 more to the portfolio this year. The first is the fund that you would ideally raise if LP capital was not a constraining factor. DM's open. Things are much different now.

LP 74
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10 Reflections After 10 Years of NextView

View from Seed

A few weeks ago, we hosted a small dinner for a number of portfolio company founders, LP’s, and friends of the firm. One industry specific example is the strange fascination among some LPs and GPs around term IRR. This is the implied rate of return of a fund based on the value (mostly unrealized) of a portfolio.

IRR 205
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10 Reflections After 10 Years of NextView

View from Seed

A few weeks ago, we hosted a small dinner for a number of portfolio company founders, LP’s, and friends of the firm. One industry specific example is the strange fascination among some LPs and GPs around term IRR. This is the implied rate of return of a fund based on the value (mostly unrealized) of a portfolio.

IRR 156
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For VCs, Your Thesis Is Your Portfolio Page, Everything Else is Just Hopes and Dreams

Hunter Walker

.” I hear, read, see examples every day of investors espousing differentiated theses with regards to why they exist. And why a LP should give them theirs. Your portfolio page. Your portfolio page is your thesis. Your portfolio page is your thesis. Because the portfolio page is real.

Portfolio 102