crossover funds

7 statements across 6 episodes · 4 bullish · 2 bearish · 6 people on the record · first statement Jun 2, 2021 by Eric Glyman · across every show →

Everything said about crossover funds, oldest first

Jun 2, 2021 positive
Insight
Glyman: Crossover funds filled a critical financing gap for capital-intensive startups
“Crossover funds were this really interesting, compelling answer that didn't quite exist years ago.”
Eric Glyman Jun 2, 2021 ▶ 27:22 20VC: Ramp's Eric Glyman on Why You Should Never Take The Highest Price, Working With Venture Funds vs Crossover Funds and How To Determine What To Buy vs Build as a Founder Today?
Jun 2, 2021 positive
Assertion Supported
Glyman: Crossover funds do not enforce strict venture ownership targets
“One of the under talked about attributes of crossover funds in particular is they don't have these, they're like throw out ownership targets. That's not nearly as important as call it Valley venture funds, make them out to be, and they could be perfectly fine …”
Eric Glyman Jun 2, 2021 ▶ 30:01 20VC: Ramp's Eric Glyman on Why You Should Never Take The Highest Price, Working With Venture Funds vs Crossover Funds and How To Determine What To Buy vs Build as a Founder Today?
Jul 19, 2021 positive
Assertion Not checkable as stated
George: Aggressive crossover venture funds actually generate good returns
“First, I think there's a little bit of a misperception in the market about some of those firms who have been more aggressive recently. Their returns are pretty good. They've done a good job.”
David George Jul 19, 2021 ▶ 19:20 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 15, 2022 negative
Assertion Not checkable as stated
Singlehurst: Rapid 2021 funding rounds prevented proper due diligence
“I mean, I think the way it really changed things, particularly last year, was it changed the time frames that rounds were happening in. So we were seeing rounds happening last year at speeds that certainly wouldn't have enabled us to do our necessarily diligen…”
Peter Singlehurst Jul 15, 2022 ▶ 24:15 Peter Singlehurst: The Most Powerful Investor You've Never Heard of | 20VC #907 · 20VC with Harry Stebbings
Aug 30, 2022 bearish
Prediction Not checkable as stated
Newer crossover funds that scaled rapidly face an imminent market reckoning
“Anyone that either doesn't have their existing track record of the last, whatever, 10 years attached to the name of their existing firm, or anyone that scaled well beyond what they had, you know, in the prior five years, in the last two years, I think anyone t…”
Logan Bartlett Aug 30, 2022 ▶ 53:31 Logan Bartlett: WTF is Happening at Growth Stage Investing? | 20VC #920 · 20VC with Harry Stebbings
Dec 6, 2022 positive
Opinion
Casado: Crossover model is right, but finance people struggle at early stage
“I think it was actually brilliant. I think that was a very, very smart model and it's the right one. You know, I think it's very hard for finance people to deploy money effectively at the early stage, but I think it's the right model if you can actually unders…”
Martin Casado Dec 6, 2022 ▶ 1:01:26 a16z GP Martin Casado: How I Went from Engineer to VC; Lessons from Chris Dixon | 20VC #956 · 20VC with Harry Stebbings
Feb 27, 2023 neutral
What-if
Tisch: Crossover funds would have flooded seed without 2022 downturn
“I think if you didn't have the turn of the market in 22, you were going to see enormous amounts of capital pointed at seed.”
David Tisch Feb 27, 2023 ▶ 59:27 David Tisch: The 3 Most Important Variables When Raising Your Seed Round | 20VC #983 · 20VC with Harry Stebbings
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