a16z Growth

part of Andreessen Horowitz

3 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jul 19, 2021 by David George · across every show →

Everything said about a16z Growth, oldest first

Jul 19, 2021
Disclosure
a16z Growth operates a $3.2B fund across five core sectors
“We have a 3.2 billion dollar current fund in growth, and then the first one that we had was 2.2 billion dollars, and we invest across five major sectors, so B to B, FinTech, consumer internet, bio slash healthcare, and crypto, and we invest both inside and out…”
David George Jul 19, 2021 ▶ 11:11 20VC: a16z's David George on Leading a16z's Growth Fund Today, The Biggest Misconceptions of Growth Investing, How a16z Think Through Portfolio Construction, Investment Decision-Making and Scenario Planning & How The Entrance of New Players Has Changed Th
Jul 19, 2021
Prediction Not publicly verifiable
a16z Growth targets 30 portfolio companies with $50M to $300M checks
“For our current fund, we'll target about 30 companies, so investment size average around a hundred million dollars. Again, that's a function of the market opportunity, and when is the right fit for You know, the range is a little wider than that. It's anywhere…”
David George Jul 19, 2021 ▶ 11:54 20VC: a16z's David George on Leading a16z's Growth Fund Today, The Biggest Misconceptions of Growth Investing, How a16z Think Through Portfolio Construction, Investment Decision-Making and Scenario Planning & How The Entrance of New Players Has Changed Th
Jul 19, 2021
Prediction Didn’t hold up
a16z Growth targets 3x to 5x returns with a 10% loss rate
“We target three to five X returns over five years in aggregate, but we place So we're constantly asking, how could this investment be worth 10 X plus? And we focus probably more of our effort on that than around the downside. You know, I always ask my team whe…”
David George Jul 19, 2021 ▶ 12:24 20VC: a16z's David George on Leading a16z's Growth Fund Today, The Biggest Misconceptions of Growth Investing, How a16z Think Through Portfolio Construction, Investment Decision-Making and Scenario Planning & How The Entrance of New Players Has Changed Th
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