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15 results for “growth equity”
Concept8 mentions across episodes
growth
adjacent to their early stage strategy. And I think that's where they start to look like commoditized products, but I don't think they are. Jim, I'm gonna be honest with you. I sit in the early stage bucket with you and in that kind of hopefully arti
10:30 / 11:39
from transcript10:30 – 11:39
...the growth fund. David George has got a big appetite. Well, exactly. But but it this is the point. It's like, if companies went public after the series b back in, like, the nineteen nineties and, like, the average IPO was 50 to $100,000,000 of capita
6:45 / 7:45
from transcript6:45 – 7:45
...growth funds today are no bigger than they were five, six, seven years ago. We we realize that there's money to be made for some people writing very large checks and very late stage companies but, our aspiration is to be the number one investment man
11:14 / 12:20
from transcript11:14 – 12:20
It would be an acquihire. So there wasn't that much downside in our in our case. And then all the data started lining up the right way after us. The check after us less than a year later, it was $40,000,000 from Bessemer and F Prime. We used to own 1
23:59 / 25:00
from transcript23:59 – 25:00
And then the next round, we said we're gonna exercise our pro rata. And then we were told, you can't. And I was like, yes, we can. Like, you know and then they realized the mistake and then they changed it. So, like, we did our pro rata in the the se
16:28 / 17:31
from transcript16:28 – 17:31
So when it comes time for a new round, time comes to the pro rata, the odds that you're gonna get it are lower. All of a sudden, that founder has to start to scramble and figure out, what do I do? Or a new person comes under the board who maybe is le
1:02:12 / 1:03:17
from transcript1:02:12 – 1:03:17
if you sell 10 or 20% of your stake at half that to buy a house, you still own 80% of your shares, and your wife's happy. This can be a win win. Like, it doesn't need to be a negative. The other thing that's interesting about the secondary market is
37:55 / 39:33
from transcript37:55 – 39:33
London stock exchange outcomes, acquisitions by global tech companies. They're not outcomes that are subject to the turbulence of whatever country that founder team may be coming from. How do you respond to an LP who goes, says political risk, says c
34:19 / 35:33
from transcript34:19 – 35:33
...equity firms like Nautic Partners, GTCR, Charles Bank, they would buy industrial companies, manufacturing companies, services companies, some bought consumer, some bought healthcare, none bought software. And that was just as like the Vistas, Tomas,
16:30 / 17:34
from transcript16:30 – 17:34
to win in venture today? Yeah. I mean, I think this sounds like a bad word when I say death, but there is this kind of death of the middle that happens to a lot of asset classes in general. In venture capital, it was a tiny, tiny asset class at the b
2:13 / 3:30
from transcript2:13 – 3:30
...some equity where the big company gets to buy a little bit of the the small company, but the small company gets the incredible distribution advantage of these massive companies we're already a part of.
1:09:00 / 1:10:06
from transcript1:09:00 – 1:10:06
...these growth equity firms and venture funds should do is do it themselves.
30:45 / 31:45
from transcript30:45 – 31:45
...equity, in general, is, like, you just have unfair advantages over the public market. You're able to plan three to seven year plans, not manage quarter to quarter. You can optimize your capital structure. You can innovate and venture, whatever. But t
43:11 / 44:34
from transcript43:11 – 44:34
...some growth, that have some pre IPO. And in the case of insight, even pure PE. And then on the complete opposite side, you will always have the boutique investors that are actually helping form companies and helping the best founders design the exper
7:23 / 8:30
from transcript7:23 – 8:30
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