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16 results for “strategic investors”
“Why strategic investors get observer seats but never voting power”
...Right? So our strategics, some of them have observer seats on our IC, but none of them have a vote. Right? So we are very, very much focused on on where is the opportunity. But equally, the other side
15:07 / 15:43
tactical advice15:07 – 15:43
...investors are like, well, well, you know, if you've got that much strategic capital, you know, they're not really financially motivated. And it's like, that might well be true. But trust me, I am, and my partners are. And, and we're very, you know, w
13:54 / 15:20
from transcript13:54 – 15:20
...series a investors and our series a team asking is, like, how quickly after the seed can we preempt? Because it's so so freaking competitive that they're like, the seed was done a month ago. Can we just bid it up now? Because when we don't, Lightspee
7:29 / 8:31
from transcript7:29 – 8:31
...investors with the data points that make them look great to their boss. And so you should be able to say to a state pension, we just had an incredible victory in our fund by a company getting acquired for a 25 x, and this is gonna return our entire f
35:14 / 36:22
from transcript35:14 – 36:22
...the largest investors on each and every deal that we do, number one. Number two, the balance of the capital that's not ours is different from a traditional PE firm in the sense that that's a much higher component of high net worth individuals and fam
11:11 / 12:16
from transcript11:11 – 12:16
And again, we're trying to invest in businesses that have a good thing going. We're not doing turnarounds. We're not doing repositionings. And if it's really dramatic a shift, that's a case where either, hopefully, in a really collaborative way, we'r
42:00 / 43:05
from transcript42:00 – 43:05
investing either on a totally unlevered basis or in the upper half to upper two thirds of the capital structure in a manner where we feel we're relatively downside protected and collateralized by some underlying recurring revenue stream that could be
20:20 / 21:22
from transcript20:20 – 21:22
...Investors, one of the things they want is they want their capital back. Right?
31:24 / 32:43
from transcript31:24 – 32:43
So the core problem here is that all these companies want to remain private for longer. And you gotta ask yourselves, why is it such a shitty experience being in the public markets? Because it clearly is. This is a workaround for a problem that would
24:45 / 25:48
from transcript24:45 – 25:48
...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
...of venture investors won't take, period. How do you think about the risks that you're willing to take on entry and investment versus the risks that you're not willing to take? I I think as ever when you're investing, you you try over time to narrow d
9:43 / 10:50
from transcript9:43 – 10:50
and use those as we're talking to management teams and to sellers as to why they should partner with us. What makes us different? So I would say that having a playbook, whether it's Broadwings or One Like It, having the experience implementing that p
4:20 / 5:35
from transcript4:20 – 5:35
...market investors really start to come to more of the realization of it. And I think a lot of that is coming out of the pandemic. They saw what industries were durable, which industries were resilient, and then what industries also were called upon to
45:46 / 46:58
from transcript45:46 – 46:58
...other investors want to invest in. The other thing we're doing is hiring a young bench of investors who I'm 47 years old. My youngest partner is 24. Her name is Lan Jang. She's a killer.
11:38 / 13:09
from transcript11:38 – 13:09
...strategic planning cycle under which the company can execute a plan, and then it's gonna mean revert to the average equity return. There are other businesses. The best term I can come up with is they win by winning, which is the more they win, the mo
38:56 / 40:15
from transcript38:56 – 40:15
So when they see the upside coming, although they like to remain as owners, they do not necessarily want to risk their savings and double down in the country. So we are that capital. We are the capital that will take the risk of the growth. We find p
20:10 / 21:18
from transcript20:10 – 21:18
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