Each week, StrictlyVC Editor-in Chief Connie Loizos and Alex Gove, a former journalist, VC, and operating exec, review the top stories in StrictlyVC and interview a mover and shaker in the world of tech.
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Each week, StrictlyVC Editor-in Chief Connie Loizos and Alex Gove, a former journalist, VC, and operating exec, review the top stories in StrictlyVC and interview a mover and shaker in the world of tech.
The $20B LP View: AI Valuations, Solo GPs, and What's Really Happening in Venture
StrictlyVC Download
22 minutes
6 days ago
The $20B LP View: AI Valuations, Solo GPs, and What's Really Happening in Venture
This week on StrictlyVC Download, TechCrunch Editor-in-Chief Connie Loizos and Alex Gove of StrictlyVC speak with Lara Banks, who leads venture investing at Makena Capital Management. They discuss her firm's $3 billion venture allocation across 30 manager relationships, how she evaluates everything from solo GPs to the AI rollup trend sweeping traditional service businesses, and why she thinks AI companies' "astronomical" revenue growth justifies their sky-high valuations despite massive infrastructure costs. Banks also shares what LPs really learned from 2021's boom-bust cycle and how the secondary market is creating new liquidity opportunities as companies stay private longer.
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StrictlyVC Download
Each week, StrictlyVC Editor-in Chief Connie Loizos and Alex Gove, a former journalist, VC, and operating exec, review the top stories in StrictlyVC and interview a mover and shaker in the world of tech.
