How Emerging Managers Should Consider Incentive Mechanisms
This fantastic Twitter thread from Marco Cesare Solinas of Blue Future Partners advises managers on incentive design: “If there is somewhere you should avoid being creative, it’s here.”
How Much Do Early Fund Performance Metrics Really Tell You?
How are fast markups changing the game for recent fund vintages? And how reliable of an indicator can recent fund vintage performance *really* be? Excellent Tweet thread from Rob Go digs in on this topic.
Enduring Truths in Venture
Crypto, web3, Sequoia-type fund restructuring… so much innovation is shaking up the venture industry nowadays! And yet, some “enduring truths” about venture as an industry remain as potent as ever. Here’s what Lee Hower of NextView Ventures tells us to keep in...