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They are starting to really lean in and fill the gaps as LPs to ensure true early stage pre/seed investing gets back on track soon
No one ever got fired for investing in Tier 1 VC
M&A, Liquidity, Consolidation and Secondaries are all over the place right now
A guide for emerging managers trying to find, pitch and close LP investors
The Bell Labs of our day has to commercialize and capitalize itself to sustain massive growth and losses to exceed expectations
Fund are actually pretty complex but when they work, everyone wins!
Startups and VC are not supposed to be easy - startups are hard!
With Cursor it was pretty simple but very helpful to have a smart Ai bot to chat with
Concentration is good for your portfolio but not for the industry
The first Carta Fund Performance showed how few people actually understand the VC/startup business model
We need to jump start the early stage engine again before the industry stalls
BIG tech has found a way to get around regulators and buy the top Ai talent
Concentrated or more shots on goal, either way you need a HUGE exit
As LPs pressure investors for liquidity, VCs bridge their funds to prolong their life as exits take longer
