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How is the VC Asset Class Doing?

View from Seed

One or two of the best companies may continue to appreciate, but most of a VC’s portfolio has probably been realized, written off, or has maxed out its value. The longer the portfolio maintains the same value without distributing back cash, the worse the fund’s ultimate IRR. LP Constraints. Clearly, 0.62

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How’s Venture Capital Changing in 2023

VC Cafe

By contrast, they backed 620 funds in the last three months of 2021 First time fund managers hit hard: In 2022, limited partners backed 141 funds run by first-time managers, a 59% decline from the prior year and the lowest number since 2013 How does the constrained LP environment manifest for funds and startups? Support emerging managers.

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Kara Nortman Was Just Promoted to Co-Managing Partner at Upfront Ventures. Here’s What it All Means

Both Sides of the Table

I called an (ex) LP to tell him about her and my goals for her. Marketing, recruiting, building data products & tools, event management, analyzing the portfolio, etc. Listen, I think most of us if you gave us a choice would prefer “just” to be great investors and to spend all of our time on portfolio work. What’s he doing?

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If You Don’t Respect Your Customers You Won’t Be Successful

Both Sides of the Table

We were talking about raising money from LPs. He was lamenting how much he hated LP meetings and how little he wanted to interact with LPs going forward. As an insider I can tell you that a large portion of VCs don’t like interacting with LPs – they view it as a “necessary evil” of the business.

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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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Observations from my trip to India

Version One Ventures

Version One has made only one investment in the region ( Headout , a fast growing marketplace for travel experiences) and I had written a small LP cheque into an emerging fund manager ( 1947 Rise , run by the awesome Shiva Sangwan ). I had only a few connections in India before this trip.

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The LP Opportunity to Change Tech Culture

thebarefootvc

This is not only about gender or color or ethnicity, it’s also about avoiding groupthink and engaging in a portfolio diversification strategy. The post The LP Opportunity to Change Tech Culture appeared first on The Barefoot VC.

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