Emerging Managers | Benchmarking
LP Thoughts on Emerging Manager Performance Benchmarks
Want to know how your fund stacks up against the rest of the pack? Particularly in the context of newer vintages? Here’s a great thread from Beezer Clarkson on just that topic… plus key insights on the wider LP context at the...
Do Emerging Fund Managers Outperform More Established VCs?
Today we address our first question: Do Emerging Fund Managers Outperform More Established VCs? The bottom line is that YES, emerging fund managers have a slight edge compared to more established venture capital fund managers.
Metrics that matter most for investors & limited partners
Finding your north star metric as an investor can be confusing. Do you care more about consistent cash flows overtime or a large lump-sum payment later in the future? Do you care about total cash returned or a risk-adjusted rate of return?...
European VC investments outperform U.S. ones—and have over the past two decades
“Returns from European VC investments have exceeded that of the US in every time period for the past two decades.” The insights from Atomico’s recent State of European Tech report just keep on coming…
Insightful mental model by @QEDInvestors' @fintechjunkie about the structural wrinkles in the current #VC funding ... progression.
His thoughts on non-consensus investments, truth tellers & “first-chapter specialists" marketing to readers who specialize in the middle chapters:
🤩 @BasisSet Founder @xuezhao joins the Origins Pod w co-hosts @Beezer232 (@SapphirePrtnrs) & @nchirls ... (@notationcapital) to talk:
▶️ Investment strategy on #AI, beyond LLMs
▶️ Unique perspective on #venture
▶️ Background as Corporate Dev Strategy lead at @Dropbox…
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