Differentiation LP Management Portfolio 
Both Sides of the Table
MARCH 1, 2016
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.
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. Valuations. Fund Sizes Got Too Big. Firms raised too much money. Soft Acquisition Market.
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Version One Ventures
JANUARY 31, 2024
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. As one fellow VC said to me, “Raising a fund for an emerging manager in 2024 might be one of the hardest things you can do”. DM's open.
Both Sides of the Table
MAY 27, 2013
He wrote a post this long weekend on how he manages the board of DataSift. In this period (less than 2 years) he has brought on incredibly talented senior execs is sales, marketing, product management, client services, finance, vp engineering and more. Rob Bailey is the CEO of DataSift. You should read it. Email updates frequently.
Both Sides of the Table
JULY 23, 2014
At the other end of the spectrum large funds have gotten even larger in the past few years which has massively increased the amount of consolidation in our industry as 66% of LP money into venture is now concentrated in late-stage or full-cycle VCs. Why is this? and the bigger funds can’t get in directly.
The Equity Kicker
JULY 8, 2019
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.
Hunter Walker
MAY 18, 2015
Anne Dinneen: Nothing has contributed more to the growth of the Irvine endowment over the years than our venture portfolio. These managers sit in our Privates bucket and are therefore expected to beat the public markets by at least 4.5%. And what leads to adding or removing a fund from Irvine’s portfolio?
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