20VC: BOXGROUP’S DAVID TISCH ON WHETHER CONCENTRATED INVESTING AT SEED WORKS, DO FOUNDERS REALLY WANT DIRECT FEEDBACK AND IS IT GOOD FOR THEM & WHY CONSUMER SOCIAL IS INTERESTING AGAIN
David Tisch is the Founder & Managing Partner @ BoxGroup, one of the leading early-stage firms in NYC with a portfolio that includes the likes of Flexport, RigUp, Ro, Glossier, Clearbit, PillPa...
Q2 2022 US Valuations Report x @PitchBook:
Only 10 public listings for companies valued $1B+ were recorded through June... 30, compared with 100+ in 2021. Early-stage median pre-💰 valuations fell 16% in Q2 to $52M.
Full Report 📖👇 https://bit.ly/3QkszpM
TY @shomikghosh21 for allowing @Beezer232 to share the #LP perspective in Software Snack Bites🥨!
Take a read through... for an overview of the current state of the LP market: What GPs should know, portfolio allocation, investment strategy & tips for managing the GP/LP relationship
🚀@ttunguz shares interesting data to show the value generated by a successful software startup per every #VC dollar ... raised. For the last 30 years, this has been 10x, though it's volatile. Tomasz breaks it down here: http://bit.ly/3AedEIo
🩺 @raiseconference took the pulse of 200+ #LPs for their take on the state of #VC today 👇
1/ Frustration brewing... w excessive fund sizes & “Economics > 2/20”
2/ Want VCs to focus efforts on 1 stage/1 sector
3/ Some LPs would sell assets in legacy funds