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17 results for “investor evolution”
“Why seed investors are getting lazy about founder evaluation”
I at 40 to 50 post, which is becoming very common. I probably don't wanna be in those either. So I do think there's a question of why would you, as a seed manager, compete for these things? I think mo
23:58 / 24:36
contrarian take23:58 – 24:36
...investors to invest. And that includes not just qualified buyers, but also accredited investors. And then for some vehicles, all the way down to the non accredited investor. The other thing is technology has also played a part of this. Even these eve
22:22 / 23:32
from transcript22:22 – 23:32
“VC reveals how their investing philosophy completely shifted after years of deals”
...as investors over time. The more deals we do, the more experience we gain. What is one thing that you've really changed your mind about since you started investing?
18:46 / 19:26
market insight18:46 – 19:26
...investors who have to experience potentially some of those potholes as we evolve and develop these new investment products. I'll ask Kristen what potholes the industry will need to avoid on the road ahead and just how far we are from truly democratiz
0:47 / 1:53
from transcript0:47 – 1:53
...of evolution over the next fifteen years? Maybe. But at the same time, I think the pacing will slow down a little bit. So something that excites me is really the ability to, like, refine and not just react as quickly. What does that mean? I think in
51:03 / 52:09
from transcript51:03 – 52:09
...of evolution that we've seen over the past fifteen years is incredible. Are we gonna continue to see that pace of evolution over the next fifteen years? Maybe. But at the same time, I think the pacing will slow down a little bit. So something that ex
50:20 / 51:22
from transcript50:20 – 51:22
And I'm bidding a full price with certainty because I know that I'm the right owner for that particular asset. That's what these tools are designed to do. Speed to insight, we call it. Speed to insight in every given situation. The clock is only movi
20:16 / 21:23
from transcript20:16 – 21:23
the entrepreneurs and the funding sources. The math is just completely different. When I started, if you were a smart guy in Silicon Valley, you crawled on your hands and knees up Sand Hill Road to Sequoia or Kleiner Perkins and begged them to invest
53:15 / 54:20
from transcript53:15 – 54:20
institutional investors the way that it's been over the last thirty five, forty years. Looking back on when I started, a lot of what we did was pretty obvious if you started from first principles. Now the successful strategies have been copied by so
52:26 / 53:30
from transcript52:26 – 53:30
...and the evolution of stable populations of different behavioral strategies. And maybe that also replicates in investors. And, of course, as an investing type succeeds, so it attracts more capital and more disciples, and therefore, there's more people
41:33 / 43:08
from transcript41:33 – 43:08
...investor's NPS, but actually very positively impact their DPI. The second really interesting element that I'm seeing looking at the data is that temporal diversification is real. For those that deployed funds in twelve months in 2021, their average e
9:42 / 10:52
from transcript9:42 – 10:52
...investors who are putting billions of dollars to work now, and we're seeing them kind of move from venture Mhmm. To this new IPO style, are they gonna get burned? The trend that we've seen in growth stage private company investing over the last ten y
38:59 / 40:00
from transcript38:59 – 40:00
On the private equity side, there's a lot less people that have enough levers to put into an Evergreen portfolio and continue to invest and take in monthly or quarterly flows into the portfolio. There's a premium being paid on the private equity side
44:12 / 45:21
from transcript44:12 – 45:21
...investors that weren't so strong on portfolio management to the incredibly diligent portfolio managers who are incredibly aware that actually we were lied to for many years when we were told lean in, lean in. The best actually strategically lent out
5:59 / 7:53
from transcript5:59 – 7:53
...new group of investors who exhibit, for example, more of an affinity to invest in things like private investments. It was made for the institutions, and so everything needs to change. And we're probably in the second inning right now of really seeing
48:42 / 49:49
from transcript48:42 – 49:49
...investors spinning up these growth stage funds and owning companies that they knew but had never owned companies at that stage and scale before. Post 21, I think a lot of those guys got pushed out, but some have remained and some have remained at rea
39:44 / 40:45
from transcript39:44 – 40:45
But what you described is a lot of bringing in a strategic view when you start looking beyond the scope of the deal at hand. I think that's right. You think about the way things are changing today in the contextual landscape of just the world and the
3:00 / 4:08
from transcript3:00 – 4:08
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