Thought Leadership Threads

Underfunding a startup is risky because downstream capital might not be there if the startup hasn’t made material progress.
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It’s a terrible idea to fund a plan that only gets a startup 80% of the way to Mars!

Here's why:🧵👇

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People are curious how the “pandemic vintage” of startups is going to perform.
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Are returns going to collapse because entry points are 3-5X what they were years ago?
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Will the public markets correction crush returns?
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A 🧵about how "Opportunity = Value – Perception"

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Early stage investors have gotten really creative over the past few years with the rights they’ve negotiated in their deals. But guess what? In today’s market the rights aren’t being honored like the Investors expected. A quick thread on what’s going on and why:

I asked a number of institutional LPs that invest in VC funds what they thought about the recent rise in exit valuations and if the resulting VC results were going to impact their view of managers and allocations.

You might be surprised about what they said! Unpacked: