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Market Trends

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Market Trends
Feb 18, 2021 - Article

Seed Funds Are Under Existential Threat From Venture Giants

When a tiny two-person San Francisco startup named Stytch began pitching venture capital firms for its first-ever round of funding early last year, known as a “seed” round, the partners at venerable seed firm First Round Capital thought they were a shoo-in...

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Market Trends
Feb 26, 2021 - Twitter

Twitter Wisdom: Institutional LPs Share Thoughts on the Recent Rise in Exit Valuations and Impacts on Allocation

In a fantastic Twitter thread, Frank Rotman compiles feedback from a number of institutional LPs on some of the most pressing issues facing the venture ecosystem, including sky high valuations and more.

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Investment Strategy Market Trends
Dec 03, 2021 - Article

$10B is the new $1B, and we need a new framework for startup valuations

The $1 billion unicorn term has lost most of its meaning, argues Alex Wilhelm of TechCrunch. “We need a new framework for startup valuations.”

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Investment Strategy Market Trends
Dec 08, 2022 - Article

Living Through the Revenge of Capital

Charles Hudson, Managing Partner at Precursor Ventures, shares an honest take about the emotional toll of investing in harsh markets, and the impact it has on how GPs and LPs relate to existing investments and new opportunities.

LP Perspectives Market Trends
Nov 30, 2022 - Article

Carta Annual Equity Report 2022

Each year, Carta uses its platform with more than 30,000 cap tables to produce this report on the distribution of equity ownership by race, gender, geography and ethnicity. This year’s report aims to bring awareness around the inequities in the venture ecosystem...

Emerging Managers Market Trends
Nov 29, 2022 - Article

Forbes 30 Under 30 Venture Capitalists 2023

From gaming-focused tech startups to companies focusing on sexual and reproductive health, the young investors of Under 30 in 2023 are putting their money to work in companies created by and for their immigrant, people-of-color and LGBTQ+ peers.

Fundraising Market Trends
Nov 29, 2022 - Article

Global Private Markets Fundraising Report Q3 2022

Raising private capital became more difficult in Q3. Aggregated fundraising across the private investing universe was down 7.7% to $1.35 trillion in the 12 months leading up to September 30, as only funds focused on venture capital and real assets managed to...

Emerging Managers Market Trends
Nov 17, 2022 - Article

VC Terms You Need to Know

The investing world is full of acronyms and terms that are foreign to those that haven’t been in the game for years. The team at Weekend Fund put together a glossary of concepts every fund manager needs to know (or be reminded...

Open LP on TwitterFollow

#OpenLP
Open_LP#OpenLP@Open_LP·
10:12 PM - Mar 27, 2023

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:

Open_LP#OpenLP@Open_LP·
2:45 PM - Mar 24, 2023

🤩 @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…

Open_LP#OpenLP@Open_LP·
4:54 PM - Mar 22, 2023

Anecdotally, SVB & other regional banks met many needs of a #VC fund & in particular for emerging managers with ... a smaller fund size. @BusinessInsider's @meliarobin discusses the banking challenges now faced👇

Commentary: @jefielding @dunkhippo33 @pilarj2020 @TurnerNovak…

Open_LP#OpenLP@Open_LP·
5:59 PM - Mar 16, 2023

💯Latest @SignatureBlock_ is out & it's a good one... Very little understood ab about raising your fund in public.... @WeekendFund did so successfully & outlined:

💲Pros vs cons & tips
💲Why other fund mngrs took this path
💲Process, materials & tools used
https://www.signatureblock.co/articles/raise-in-public

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