early stage firms

2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Mar 6, 2024 by Peter Wagner · across every show →

Everything said about early stage firms, oldest first

Mar 6, 2024 negative
Insight
Wagner: Early-stage VCs adding opportunity funds underestimate multi-strategy complexity
“That it's difficult to have all these different strategies cohabitate under one roof. They have different methodologies, You have to build the teams differently. You know, the investment decisions are made, you know, with very different criteria, and it's not …”
Peter Wagner Mar 6, 2024 ▶ 16:36 Peter Wagner: 27 Years of Investing Lessons of Picking Founders, Price Discipline & Reserve | E1123 · 20VC with Harry Stebbings
Mar 16, 2026 negative
Opinion
Rajaram: Most early-stage venture firms focus on MOIC instead of IRR
“One of the things I think most early stage firms get wrong is they just focus on Moik. They don't focus on IRR.”
Gokul Rajaram Mar 16, 2026 ▶ 1:03:48 Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI · 20VC with Harry Stebbings
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