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Beezer Clarkson

15 statements across 3 episodes · 3 bullish · 5 bearish · 1 people on the record · first statement Oct 24, 2016 by Beezer Clarkson · said 25 times in 10 episodes since 2016 · across every show →

On the record as a speaker too: Beezer Clarkson's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by Harry Stebbings (19), Michael Eisenberg (2), Jason Lemkin (2), Semil Shah (1), Katie Stanton (1)

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0082154201620172018201920202021202220232024episodesmentions
024201620172018201920202021202220232024episodes it came up in
003264201620172018201920202021202220232024episodesmentions per episode
2024 2 mentions in 1 episode
2023 6 mentions in 1 episode
2020 2 mentions in 2 episodes 1 per episode
2019 1 mention in 1 episode
2017 2 mentions in 1 episode
2016 12 mentions in 4 episodes 3 per episode

every mention, scene by scene, with the transcript →

Everything said about Beezer Clarkson, oldest first

Oct 24, 2016
Assertion Partly supported
Sub-$100M VC Funds Declined in 2016 While $500M+ Funds Surged
“Statistically, a much bigger year of more five hundred million dollar funds being raised in a decline of these sub one hundred million dollar funds. But this is coming on the back of a number of years of 30 billionish raises where you had a lot of micro funds …”
Beezer Clarkson Oct 24, 2016 ▶ 5:17 20VC: More $ Raised This Year Than The Past 15, War Chests Being Built & Decline In First Time Funds: So What The Heck Is Happening In Venture with Beezer Clarkson, Managing Director @ Sapphire Ventures
Oct 24, 2016
Assertion Partly supported
US VC Fundraising in 2016 Hit Highest Level Since 2001
“At the end of Q-three, we pulled some numbers, thanks to our friends at PitchBook, and there's been thirty-three billion raised by 157 funds. This is just in the U.S., And what's really interesting about this is we haven't seen this much money raised in one ye…”
Beezer Clarkson Oct 24, 2016 ▶ 4:14 20VC: More $ Raised This Year Than The Past 15, War Chests Being Built & Decline In First Time Funds: So What The Heck Is Happening In Venture with Beezer Clarkson, Managing Director @ Sapphire Ventures
May 1, 2017 positive
Assertion Not publicly verifiable
Clarkson: 15 mid-sized VC funds raised in Q1 2017 versus 8 in Q1 2016
“So this year we've had 15 of that sort of bucket size of funds raised versus eight of last year.”
Beezer Clarkson May 1, 2017 ▶ 14:05 20VC: Explosion of First Time Funds, Only 1 Mega Fund Raised: What The Heck Happened in Q1 Venture Markets with Beezer Clarkson, Managing Director @ Sapphire Ventures
May 1, 2017 bearish
Prediction Held up
Clarkson: US VC fundraising in 2017 will not match 2016's $40B total
“I have a hard time believing that we're going to raise as much money this year as we did last year, and that's a gimme, right?”
Beezer Clarkson May 1, 2017 ▶ 14:44 20VC: Explosion of First Time Funds, Only 1 Mega Fund Raised: What The Heck Happened in Q1 Venture Markets with Beezer Clarkson, Managing Director @ Sapphire Ventures
May 1, 2017
Assertion Supported
Clarkson: $40 billion raised in VC in 2016 following two $30B years
“Forty billion was raised last year, which is just an incredibly large number, and that was on the back of two other years where average of thirty billion was raised per year, so that's just a lot of money.”
Beezer Clarkson May 1, 2017 ▶ 14:50 20VC: Explosion of First Time Funds, Only 1 Mega Fund Raised: What The Heck Happened in Q1 Venture Markets with Beezer Clarkson, Managing Director @ Sapphire Ventures
Oct 18, 2023
Disclosure
Clarkson: I passed on Initialized Capital's first fund, which returned $390M
“So I passed on the initialized fund one because we had just launched, yes, I know. It was bad. But- Do you know, it made three hundred and ninety million.”
Beezer Clarkson Oct 18, 2023 ▶ 51:32 Beezer Clarkson: Are LPs Open for Business & Why Do LP Incentive Mechanisms Need to Change? | E1073 · 20VC with Harry Stebbings
Oct 18, 2023 positive
Assertion Not checkable as stated
Clarkson: LPs are shifting to accept partial secondary sales of winners
“And I've heard LPs that used to say, hold on to all your winners all the time are now saying, well, I meant that. But in context, there are times when it could be useful.”
Beezer Clarkson Oct 18, 2023 ▶ 15:37 Beezer Clarkson: Are LPs Open for Business & Why Do LP Incentive Mechanisms Need to Change? | E1073 · 20VC with Harry Stebbings
Oct 18, 2023 bullish
Prediction Not checkable as stated
Clarkson: Venture Market Is at Bottom and Will Recover by 2024-2025
“I think we're bumping along the bottom. I think it should start coming up at some point. You know, I don't know if Jason's right, it's back half of 24, you're right, and it's 20, 25. At some point, it will come back up.”
Beezer Clarkson Oct 18, 2023 ▶ 58:02 Beezer Clarkson: Are LPs Open for Business & Why Do LP Incentive Mechanisms Need to Change? | E1073 · 20VC with Harry Stebbings
Oct 18, 2023 neutral
Assertion Not checkable as stated
Clarkson: LPs internally discount GP fund valuations by 20% to 25%
“Well, I know a lot of LPs that will ask their managers, and then go back home and take another 20 to 25% off the top, because there's things that nobody knows.”
Beezer Clarkson Oct 18, 2023 ▶ 33:37 Beezer Clarkson: Are LPs Open for Business & Why Do LP Incentive Mechanisms Need to Change? | E1073 · 20VC with Harry Stebbings
Oct 18, 2023 bearish
Prediction Held up
Clarkson: Absolute TVPI-to-DPI gap is likely largest since dot-com crash
“The only other time that would be equivalent would be about 99 and 2000, and I don't know if there is the volume of funds in the market then, so, and absolute numbers, he's probably right.”
Beezer Clarkson Oct 18, 2023 ▶ 33:00 Beezer Clarkson: Are LPs Open for Business & Why Do LP Incentive Mechanisms Need to Change? | E1073 · 20VC with Harry Stebbings
Oct 18, 2023 bearish
Prediction Not checkable as stated
Clarkson: Extended market downturn will force institutional LPs to sell holdings
“I think we're seeing some, the tip of the iceberg. And if the market doesn't come back, there could be a lot more. And that is when, to your point about When endowments and foundations and other LPs have to make some really hard choices about what they keep in…”
Beezer Clarkson Oct 18, 2023 ▶ 12:46 Beezer Clarkson: Are LPs Open for Business & Why Do LP Incentive Mechanisms Need to Change? | E1073 · 20VC with Harry Stebbings
Oct 18, 2023 neutral
Insight
Clarkson: Multi-billion-dollar funds exist because large LPs prioritize capital preservation
“There is a class of LPs that need to write very large checks. Those are vehicles that work for that fund size. We also have to understand, I mean, I know you get this, but it's, I think sometimes other folks forget that LPs are not in the same business of risk…”
Beezer Clarkson Oct 18, 2023 ▶ 20:57 Beezer Clarkson: Are LPs Open for Business & Why Do LP Incentive Mechanisms Need to Change? | E1073 · 20VC with Harry Stebbings
Oct 18, 2023 neutral
Assertion Partly supported
Clarkson: LP Chief Investment Officer Average Tenure Is 3 to 5 Years
“Do you know the average CIO is like a Five year tenure. I did, I actually thought there were like, 15 years. But no, a friend of mine was like, oh no, it's three to five years.”
Beezer Clarkson Oct 18, 2023 ▶ 45:23 Beezer Clarkson: Are LPs Open for Business & Why Do LP Incentive Mechanisms Need to Change? | E1073 · 20VC with Harry Stebbings
Oct 18, 2023 negative
Assertion Supported
Clarkson: Only 17% of venture funds successfully reach Fund IV
“What was also sort of heartbreaking was the fund one to fund four on average, again, these are averages, some years are better, some years are worse, is 17%.”
Beezer Clarkson Oct 18, 2023 ▶ 54:48 Beezer Clarkson: Are LPs Open for Business & Why Do LP Incentive Mechanisms Need to Change? | E1073 · 20VC with Harry Stebbings
Oct 18, 2023 negative
Assertion Supported
Clarkson: Venture capital breakage between Fund I and Fund II averages 50%
“We've been looking at data going back to 1995. I was shocked at the breakage. The breakage between Fund One and Fund Two is not every year, but averages out to be about 50%.”
Beezer Clarkson Oct 18, 2023 ▶ 54:10 Beezer Clarkson: Are LPs Open for Business & Why Do LP Incentive Mechanisms Need to Change? | E1073 · 20VC with Harry Stebbings
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