Quickly Unpacking The Looker And Tableau Acquisitions
Normally, I like to pounce on these big acquisitions quickly with some quick analysis, but big M&A in tech is happening too fast, and it’s graduation season for the toddlers, and family is in to...
Firm and Fund Management
Fund Investing Versus Fund Management
When I started out investing (via a fund — not my money), I was just investing based on a simple schedule: About once a month, invest $25K into one company I liked. Pretty easy. Over the years, that...
Your Portfolio Is Your Path
You are the average of the five people you spend the most time with. You are what you eat. About a year ago, I tracked down a VC who gave a talk I heard about where he referenced the phrase “Your po...
Emerging Managers | Market Trends | Market Trends
A New VC Crop of Series A Firms
Believe it or not, this will now be the second blog post on this site about a billion-dollar exit for a shaving-related startup. It was just about three years ago when the startup world learned that U...
Guest Series On StrictlyVC: Q&A With Limited Partners In VC
As longtime readers may recall, for the past few summers (2014, 2015, and 2016) when Connie Loizos from StrictlyVC takes off for a few weeks in the summer to meander around coastal Maine with her kids...
Open LP on TwitterFollow
#Outperformance in #venture is a game of power law, but enterprise vs consumer patterns differ:
Ent = 🧺of exits / ... IPO or M&A in ↕️ mkt
Consumer = Large individual exits / IPO in ⬆️mkt
🙏@beezer232 & @EvanTarzian for the analysis. Read the full report 🔗https://bit.ly/3Cf17Uv
The latest #OpenLP newsletter on what's in store for venture + resources/tips for VCs
🙏Insights x @AdamLewisPI, ... @Beezer232, @cupazhou, @danprimack, @edsim, @hunterwalk, @KateClarkTweets, @mikeeisenberg, @natewcl, @rrhoover, @saka_nuru & @vedikaja_in
Still digesting this chart… “Historically, Top Quartile DPI has exceeded 2x in only a small handful of years”. ... 👇 got to go for the outperformce https://twitter.com/meghankreynolds/status/1576590841799245824
6 years in venture, dozens of convos w LPs, 4 key questions to each & ~12K words that aim to demystify the opaque ... 🌏 of #LP investing.
To be or not to be an LP
What makes a phenomenal (vs good) GP
Common advice to ignore
Bravo @cupazhou 👏👏👏
Be sure to read our content policy first.