Todays show:
David Weisburd hosts Jamie Rhode, Matthew Mulvey, and Jason Calacanis to discuss DPI coming to Silicon Valley (00:45), demographic data on the backgrounds of Unicorn founders (23:08),and trends for limited partners (30:54), and more!
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Timestamps:
(0:00) David Weisburd intros Jamie Rhode, Matthew Mulvey, and Jason Calacanis (2:11) DPI, recent acquisitions, and economic impacts on distributions (4:18) Consistent vintage exposure and proactive DPI management strategies (10:46) Sequoia's liquidity approach and LP needs in venture capital (15:02) The role of emerging managers and secondary markets in VC (20:23) The impact of M&A deals and the importance of partnership selection for founders (23:08) Unicorn founder demographics and underdog success (30:54) LP preferences, the challenges for emerging managers, and democratizing venture investments (45:37) The decline of first-time funds, motivations for fund creation, and innovations in fundraising (52:19) Venture portfolio management with AI and technology adoption parallels
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Mentioned on the show:
https://www.axios.com/2024/07/15/sequoia-capital-stripe
https://techcrunch.com/2024/03/27/unicorn-founders
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Follow Jamie:
LinkedIn: https://www.linkedin.com/in/jerrcfa
Check out: https://www.screendoor.co
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Follow Matthew:
LinkedIn: https://www.linkedin.com/in/mattmulvey
Check out: https://www.liquid2.vc
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Follow David:
X: https://twitter.com/DWeisburd
LinkedIn: https://www.linkedin.com/in/dweisburd
Check out: https://10xcapital.com
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Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Listen on: Apple Podcasts: https://podcasts.apple.com/us/podcast/liquidity/id1729433064 Spotify: https://open.spotify.com/show/2T64PheDtaMDmFH9pS3GgK * Follow on X: https://x.com/liquiditypod