YoungUpstarts
OCTOBER 23, 2017
by Joe Duncan, founder of Duncan Capital LP. An early example occurred in 2010 when UBS Analyst Neil Currie accessed satellite imagery to monitor activity in Walmart parking lots, running the data thru a mathematical regression to translate it into customer activity for better earnings forecasts. We need smarter humans than we did.”.
Hunter Walker
JANUARY 17, 2019
If Your Portfolio Model Assumes Outperformance Across Multiple Metrics, I Don’t Believe It: Every VC fundraise has an Excel sheet that forecasts the performance of the fund. I just didn’t want to use a stock photo of a laptop. This exercise is also known as “let me show you how we get to 3-5x net.”
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YoungUpstarts
NOVEMBER 18, 2018
Master the Art of Trend Forecasting (or Onboard Someone to Do it For You). Staying ahead of market trends in your industry, and forecasting what will be in demand in the coming five to ten years is a non-negotiable skill. and Alarmforce LP, SkyBell Technologies, In August Home Inc.,
David Teten
JANUARY 19, 2021
In all these cases, capital is provided to fuel forecasted growth without creating a commitment to a particular vision for future funding rounds, exit goals, and associated blitzscaling. These variations in founder-alignment allow Flexible VCs to specialize in the types of companies they work with. The State of Flexible VC.
David Teten
SEPTEMBER 23, 2017
Jaime Hildreth, Managing Director of GP and LP Strategies at Ipreo , informed us that 97% of Ipreo’s GP clients report that data requests from LP’s have increased over the past two years. Yet, according to my own surveys, a majority of private capital funds (including funds that specialize in fintech!)
Both Sides of the Table
OCTOBER 14, 2015
I spoke at Michael Kim’s excellent annual Cendana VC/LP conference today. But like many companies over the past five years it hired aggressively and probably had some degree of straying off of a core strategy and some amount of excess jobs relative to its current revenue forecasts and opportunities. Here’s my take away.
Hunter Walker
NOVEMBER 30, 2022
Relationship Cost of SPVs/Direct Co-Investment and LP Credibility. Especially during the past decade bull run, when everything was up and to the right, venture investors loved to increase their exposure to companies by syndicating SPVs (or direct investment opportunities) to their LPs, friends and other industry luminaries.
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