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19 results for “fund size”
Concept3 mentions across episodes
Fund size
...fund size is the strategy. And I think for the kinda a b stage where those guys play, we pay it again.
44:14 / 45:17
from transcript44:14 – 45:17
...fund size is your strategy. Your fund size is basically, it's kind of like if you're a pole vaulter, It's the height of the bar that you set that you promised to jump over. And if you don't jump over that height, you have a bad fund. Did you ever fee
5:57 / 7:00
from transcript5:57 – 7:00
...of fund size check. Right? If you're not comfortable writing a more than a $5,000,000 check, do not raise more than a $25,000,000 fund. Just go crush a $25,000,000 fund. Maybe raise more frequently. For me, this fund size is important because remembe
24:55 / 26:37
from transcript24:55 – 26:37
...on fund size? That's a good question. It's not only about fund size. Fund size in the sense that it relates to your budget is important to think about. Let's take Milken, for example. A lot of the big private equity firms go. They have a lot of passe
9:00 / 10:06
from transcript9:00 – 10:06
...fund sizes today with the exit sizes in ten to fifteen years because that's when those companies are ultimately going to become liquid. And if you look at how those exit sizes have increased over the last fifteen years, are you saying to me that you
14:12 / 15:15
from transcript14:12 – 15:15
...that fund size definitely plays below the sort of normal threshold of institutional LPs. I generally think 40, really 50 is kind of the floor for a lot of those groups. And so I'm living in a world of smaller fund to funds and family offices and, you
9:40 / 11:06
from transcript9:40 – 11:06
...a nice fund size to raise for. It's individuals, a 100 k, two fifty k jacks. 20? Uncomfortable. You're too large, really, for those institutions really to start stacking up and making a difference, and you're too small for really other institutions t
8:47 / 10:19
from transcript8:47 – 10:19
...your question on fund size because I think this is this is really important. And again, one of the prevailing narratives is that you can't get a fund returner for a billion dollar fund. So we had a look at our data, and we found 45 investments that h
13:07 / 14:35
from transcript13:07 – 14:35
...fund size is your strategy. And I guess I'm kind of famous for saying that for a long time. I don't know if I've ever really expressed why that is. So here's why the power law is real. People don't realize that Pareto is not just eighty twenty. It's
5:15 / 6:21
from transcript5:15 – 6:21
“These medium sized funds, if you go with Goldilocks and the three bears, the just right size, it was big enough to support a seed or series a all the way through to the end, but not so big that a home run can't really move the pile or you need too many of them.”
...sized funds or or, you know, if you go with Goldilocks and the three bears, the just right size, it was big enough to support a seed or series a all the way through to the end to have the resources yo
24:36 / 25:26
Practical Framework24:36 – 25:26
...words, if your fund size was a 100 in '99, you gotta be between 400 today just to be the same thing. And, you know, in particular in the last four or five years, nominal GDP growth in the COVID period has been huge. If you're not up 50%, you're falli
43:29 / 44:34
from transcript43:29 – 44:34
...mean the total size of positions that hedge funds hold, not their equity capital. I mean, the equity capital of the hedge fund space, I believe most people put around $4,000,000,000,000
20:06 / 21:28
from transcript20:06 – 21:28
...total size of positions that hedge funds hold, not their equity capital. I mean, the equity capital of the hedge fund space, I believe most people put around $4,000,000,000,000 today, which maybe that sounds big because there's a trillion involved. B
20:56 / 22:08
from transcript20:56 – 22:08
...fund size increasing is the enemy of returns. The incentives for the founders who want to have great investors that can be early stage investors that can scale with them over time, that's harder to do when you have a much bigger fund. The other guys
9:45 / 10:47
from transcript9:45 – 10:47
...But the fund size has stayed basically the same for a decade. And so it it worries us tremendously. Do you think they will post as good returns then? No? No. I'll walk you through a very simple math that other LPs can can put in their back pocket. Bu
35:59 / 37:46
from transcript35:59 – 37:46
...Bubble size funds. One of them is gonna be okay. The other one is actually gonna be good despite that. But I have two funds that were over 500,000,000 from 2021 and 2022. But my 2024 fund already cut it by about half, which I think is a more a better
29:48 / 31:03
from transcript29:48 – 31:03
...as a fund. For example, if the check size they are investing is less than 1% of their fund, it's not that meaningful. If it's less than point 5%, it's really not that meaningful. Now this could be bad as it means that they are unlikely to be able to
14:01 / 15:23
from transcript14:01 – 15:23
...size, and we do that with some regularity. We want the founders we work with to call us and say we want 500,000,000 to a billion dollars. We are thrilled to get that call, and we wanna make sure that we could always answer that call and we could be t
1:08:48 / 1:10:00
from transcript1:08:48 – 1:10:00
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