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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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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. Things are much different now.

LP 73
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Investors Updating Their Investors: Inside Homebrew’s First Annual LP Meeting

Hunter Walker

Last week we held our first annual LP meeting, when venture funds get their investors together with updates on operations and results. On matching Google’s salaries when you should be building a culture and vision that pulls the best talent towards you with generous equity compensation instead of cash. We love our founders.

LP 97
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Applied Venture and the inexorable rise of value-add VC

The Equity Kicker

Then from the mid 2000s, value add began moving beyond the partner to the firm as VCs began employing people who’s full time job was helping their portfolio. The most common strategies are to provide networking services and content to portfolio leaders so they can be more effective in their jobs. . Building platforms.

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The perils of aiming too big too early

The Equity Kicker

Wonga springs to mind as an example of such a company at the moment, as does our portfolio company Neul , albeit at an earlier stage. Whether it is ‘niche to win’ or matching the ambition with the opportunity the key is that success comes in many guises and it isn’t always appropriate to be shooting for a $1bn outcome.

LP 105
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Flexible VCs With Structures Between Equity and Revenue-Based Investing

David Teten

With a portfolio that includes food, tech, and services, the fund is industry-agnostic and focused on the overlooked and underrepresented with high-margin business models. Of Indie.VC’s portfolio, 60% of investments are not in NY, CA, or MA. The INTRO tool is available to non-portfolio companies as well. We plan to raise $2.5m

Equity 78
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What to Expect When You're Expecting Venture Capital Returns

This is going to be BIG.

One of the first things I did when I joined the venture asset class as a lowly institutional LP analyst in 2001 was to build the VC fund cashflow model. And those exits would be roughly 10% of the portfolio--about 3 out of every 30ish deals. Just about every analyst who looks at fund investing has built one.