DFJ Growth
part of DFJ
11 statements across 2 episodes · 5 bullish · 2 bearish · 2 people on the record · first statement Feb 8, 2017 by Randy Glein · said 17 times in 5 episodes since 2017 · across every show →
Mentions by year
brought up most by Harry Stebbings (10), Randy Glein (3), Adam D'Augelli (1)
tap a year for its mentions
2023 1 mention in 1 episode
2020 1 mention in 1 episode
2019 1 mention in 1 episode
2017 14 mentions in 2 episodes 7 per episode
- 20VC: The Radical Changes In Public Market Expectations, The Right Way To Assess Valuation & What It Means To Be A Disciplined & Diligent Investor with Randy Glein, Partner @ DFJ Growth
- 20VC: Coinbase's Brian Armstrong on The Rise & Short Term Correction in ICOs, The Regulatory Framework Required For Blockchain To Succeed & How The Rise of Blockchain Disrupts The VC Industry
- every mention in 2017, scene by scene →
Everything said about DFJ Growth, oldest first
Feb 8, 2017 positive
DFJ Growth Prioritizes Cash-on-Cash Returns While Institutional LPs Focus on IRR
“Because in this business, when you're trying to generate returns, both cash on cash, you know, return multiple, which we tend to focus on, but also IRR, which a lot of institutional LPs focus on, really does start to hone your senses towards particular timefra…”
Feb 8, 2017
Feb 8, 2017
Feb 8, 2017
Feb 8, 2017
Growth Tech Investing Is Not Value Investing; Hyper-Growth Commands Premiums
“I'll tell you at the growth stage, I never feel like, you know, we're not a value investor. So I never feel like price we're getting is, is cheap. It's not a value play. We're investing in hyper growth companies. So there's a premium to pay for that.”
Jul 5, 2017 positive
Jul 5, 2017 positive
Jul 5, 2017 bullish
Schuler: High late-stage tech valuations are not a dot-com bubble
“All these prices, all these unicorns, this must be just like the dot-com bubble was, when it's nothing like the dot-com bubble. You were probably quite young for those of us who lived through it, I was exactly, exactly. You have to read the history. We are the…”
Jul 5, 2017 bearish
Jul 5, 2017 positive
Schuler: DFJ Growth preemptively invested in Giphy when it wasn't fundraising
“Well, the most recent one, we did two toward the end of the year. One was unity and the second was Giphy, and Giphy, I had to get them to say yes. They actually weren't raising money, and one of the ways we like to operate is being a little preemptive, and we …”
Jul 5, 2017 bearish
Schuler: Low-traction late-stage unicorns will be acquired at down-round valuations
“The last group in that bulge are our companies that run out of the capital they've raised. They've not gotten the traction in the marketplace that they had hoped to. They still have value, and they're still important, and I would expect you'll see that smart a…”