Emerging Managers | Investment Strategy
Venture Fund Portfolio Construction Tool
This interactive tool from Kauffman Fellows explores venture portfolio construction and the various trade off implications a GP must consider. It enables you to construct your own portfolio to understand how various assumptions impact returns to LPs and GPs.
The danger of venture capital ‘foie gras’
Capital foie gras describes the situation of being force fed, or stuffed, with too much money until you, and the company, choke. With interest rates at an all time low, SPACs everywhere and tech being one of the only areas in the global economy...
How Emerging Investors Can Think About Their Value Proposition To Founders
Venture capital as an offering has long been defined in terms of capital and value-add. This leaves aside important nuances that need to be acknowledged. What exactly are the differences between investors and what traits do founders value most? Which factors contribute...
Venture Fund Portfolio Construction Tool
This interactive tool from Kauffman Fellows explores venture portfolio construction and the various trade off implications a GP must consider. It enables you to construct your own portfolio to understand how various assumptions impact returns to LPs and GPs.
How Emerging Investors Can Think About Their Value Proposition To Founders
Venture capital as an offering has long been defined in terms of capital and value-add. This leaves aside important nuances that need to be acknowledged. What exactly are the differences between investors and what traits do founders value most? Which factors contribute...
File this one under: DO NOT MISS 🌟
The very first LP Roundtable on the #VentureUnlocked podcast is a *must listen* ... episode.
Featuring insights from @cdouvos, @guyperelmuter, and @Beezer232.
https://ventureunlocked.substack.com/p/lp-roundtable-with-chris-douvos-ahoy
#OpenLP
In the early stages of the life cycle of a fund, the most frequently used performance metrics (MOIC, TVPI, DPI, IRR) may... not be very reliable...
So what are the key VC performance metrics beyond just common multiples?
https://www.bfp.vc/vc-performance-metrics-for-early-stage-funds-beyond-common-multiples/ by @marcocsolinas
How can emerging fund managers prepare for access to new capital?
@cartainc, @DLA_Piper, + @WeaverCPAs are hosting a ... webinar tomorrow on just this topic.
Be sure to register! 👇
https://weaver.com/webinar/webinar-hear-gp-and-lp-perspectives-fundraising-emerging-managers
The Weekend Read:
"Endowments are posting their best returns since the 1980s... In many cases, this validates the ... so-called "endowment model" championed by the late David Swensen of Yale, which over-allocates to illiquid securities."
https://www.axios.com/higher-education-endowment-growth-investments-7b745c31-693d-4ee8-a522-1accf6ca62fd.html by @danprimack
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