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growth rounds

2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Oct 8, 2020 by David Lawee · across every show →

Everything said about growth rounds, oldest first

Oct 8, 2020
Insight
Paying Premium Growth Valuations Requires Believing in Superior Market Compounding
“When you're investing in growth rounds, In order to pay the top price, you need to believe that things are going to compound more than other people. Like, the growth is going to compound. The size of the market expansion is going to compound. And so, you need …”
David Lawee Oct 8, 2020 ▶ 13:46 20VC: CapitalG Founder David Lawee on Why People Overvalue Diversification in Venture, Why Investment Clubs Are More Successful Than Investment Partnerships & How Growth Funds Think About Portfolio Construction, Loss Ratio & Reserves
Nov 9, 2020 neutral
Prediction Not checkable as stated
Zanutto: Early-Stage VC Funds Moving Upstack Will Split or Reuse Teams
“I think you'll see some of those early stage funds will hire entirely separate teams, and some of them will use the exact same early stage team to prosecute those growth rounds.”
Derek Zanutto Nov 9, 2020 ▶ 24:23 20VC: Lessons from Investing in Uber and Airbnb, How To Think Through Bundling vs Unbundling, Late Stage Funds Moving Earlier, Early Stage Funds Moving Later& The Mechanics of Venture That Founders Should Know with Derek Zanutto, General Partner @ Capital
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