late-stage investors
also referred to as: late stage investor · late stage investors
11 statements across 10 episodes · 1 bullish · 6 bearish · 8 people on the record · first statement Aug 8, 2016 by Matt Ocko · across every show →
Everything said about late-stage investors, oldest first
Aug 8, 2016 positive
Early-stage investors evaluate follow-on funding better than late-stage VCs
“In a perverse sense, their adjudication of whether that company deserves another three million or five million or seven million dollars is at least as good, if not better, than the next guy up the line, especially if that next guy up the line is by necessity D…”
Aug 8, 2016 negative
Early-stage VCs bias investments to please late-stage investors, says Matt Ocko
“Meanwhile, the early stage investor Because they have to consider this capital formation risk is at best unconsciously and at worst very consciously biasing the nature of the investments that they pick towards what is popular or acceptable or soothing to the t…”
Jan 30, 2017 neutral
Jul 12, 2017 negative
Wincek: Late-stage VCs are bad at pricing future vision
“Late stage investors, frankly, are kind of bad at giving entrepreneurs credit for what could be. They see that as upside, but really they're very good at understanding what is working and how additional capital or how additional executives or how slight change…”
Jul 17, 2018
Elad Gil: Avoid Taking Seed Checks From Growth Funds to Preserve Capacity
“The other thing I would keep in mind is that people who tend to invest late may be good sources of capital later. And if they own a lot of the company early, they're just not going to participate later. So there may be some funds that you want to sort of keep …”
May 6, 2022 negative
Jan 22, 2024 bearish
Fisher: Late-stage VCs will prioritize getting 1x returns by 2026
“100%. That is exactly what's going to happen over the next 24 months. Various ways in which to get, you get your one X. And when you know that you want your one X, you want it now. You don't want to wait two, three, four years from that.”
Apr 10, 2024 negative
Ryan: Late-Stage VC Has Become Price-Competitive Private Equity
“What is true is that when you are a late stage investor writing fifty million dollar checks, that you are what we used to call private equity. So you're competing on price. There's already an established board. You're not adding that much value.”
Jul 31, 2025 negative
Sep 4, 2025 neutral
Aug 12, 2026 neutral
Late-stage investors design mega CEO incentive packages around 10x return hurdles
“In my limited experience with my portfolio, these mini Elon packages, they're basically all focused on 10 X what the last guy paid. That's what all the late stage investors do. Whatever I paid, 20 dollars, 20 dollars, and I just want 200 dollars for you to get…”