capital concentration limit

also referred to as: capital concentration limits

3 statements across 3 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement Feb 14, 2022 by Geoff Lewis · across every show →

Everything said about capital concentration limit, oldest first

Feb 14, 2022 positive
Opinion
Geoff Lewis: Capital concentration limits per company harm venture returns
“I think Brian's a hundred percent right on that, and I've learned a lot from him on how to concentrate capital into companies.”
Geoff Lewis Feb 14, 2022 ▶ 22:13 20VC: Bedrock's Geoff Lewis on Whether VCs Actually Provide Value or Not, Why Bedrock Does Not Have An Ownership Focus and The Difference Between Principles and Rules When Building a Firm or Company
Apr 17, 2025 neutral
Insight
O'Driscoll: Capital concentration limits prevent fund wipeouts but cap peak returns
“And it is the, and it is exactly right. But now again, to take both sides of that, it is the enemy of greatness and it is the protector of massive wipeouts, right? And it just boils down to the personal choice of where in that dimension you want to be.”
Rory O'Driscoll Apr 17, 2025 ▶ 53:02 a16z's $20BN Fund & Founders Fund's $4.6BN & Why Josh Kushner Has Mastered the Game · 20VC with Harry Stebbings
Feb 2, 2026 neutral
Disclosure
Zeev caps single-company fund concentration at 20%
“I'd say 20% is my limit of a fund in one company, which, you know, I think industry standard is probably 10%, I'm at 20%.”
Oren Zeev Feb 2, 2026 ▶ 27:58 Oren Zeev: Why AI Growth Expectations Are BS & Won't Last? Why GPs Shouldn't Tell LPs Their Strategy
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