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Mitchell Green

23 statements across 2 episodes · 6 bullish · 8 bearish · 1 people on the record · first statement Mar 26, 2025 by Mitchell Green · said 8 times in 3 episodes since 2018 · across every show →

On the record as a speaker too: Mitchell Green's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by Larry Aschebrook (5), Harry Stebbings (1), Eurie Kim (1)

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01220182019202020212022202320242025episodes it came up in
00214220182019202020212022202320242025episodesmentions per episode
2025 7 mentions in 2 episodes 4 per episode
2018 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Mitchell Green, oldest first

Mar 26, 2025 positive
Insight
Green: Good communication retains LPs through bad fund vintages
“By the way, without good performance, you can have none of it, but I can tell you that people, here's the thing though, people want the nice guy, the good guy, the person who communicates to win. So like, if you have a bad vintage or two bad vintage funds, the…”
Mitchell Green Mar 26, 2025 ▶ 48:57 Mitchell Green, Founder @ Lead Edge Capital: Why Traditional VC is Broken · 20VC with Harry Stebbings
Mar 26, 2025 positive
Insight
Green: LPs are a VC firm's most important customer
“Well I would tell you that we have two customers. Founders, but more importantly, LPs, because if you do not have LPs, you do not have a business.”
Mitchell Green Mar 26, 2025 ▶ 47:45 Mitchell Green, Founder @ Lead Edge Capital: Why Traditional VC is Broken · 20VC with Harry Stebbings
Mar 26, 2025 bullish
Assertion Supported
Mitchell Green: The IPO market is fine and recent performance is strong
“The problem with the IPO market is actually totally fine. If you look at IPO performance of companies, they've actually done pretty well versus opening day prices.”
Mitchell Green Mar 26, 2025 ▶ 18:20 Mitchell Green, Founder @ Lead Edge Capital: Why Traditional VC is Broken · 20VC with Harry Stebbings
Mar 26, 2025
Insight
Green: VC judgment comes from evaluating thousands of bad companies
“And you know how you know what a good company is over two years, talk to 10,000 bad companies.”
Mitchell Green Mar 26, 2025 ▶ 2:28 Mitchell Green, Founder @ Lead Edge Capital: Why Traditional VC is Broken · 20VC with Harry Stebbings
Mar 26, 2025 neutral
Disclosure
Green: Only a few VCs can repeatedly back generational giants
“I put on one hand the amount of people that are capable of backing companies like Google's and Facebook's of the world, and doing it more than once. Like, it's a really, really, really small group. It sure as heck isn't me.”
Mitchell Green Mar 26, 2025 ▶ 56:43 Mitchell Green, Founder @ Lead Edge Capital: Why Traditional VC is Broken · 20VC with Harry Stebbings
Mar 26, 2025 negative
Opinion
Green: Supports banning social media for teenagers under 16
“Yes, I think we should. I think it needs to be way highly regulated.”
Mitchell Green Mar 26, 2025 ▶ 1:16:01 Mitchell Green, Founder @ Lead Edge Capital: Why Traditional VC is Broken · 20VC with Harry Stebbings
Mar 26, 2025 positive
Disclosure
Green: Lead Edge Capital targets 97% gross LP dollar retention
“So like, we run our business trying to figure out how do we have 97%, how do we keep up 97% gross dollar retention, not net, gross, With LPs.”
Mitchell Green Mar 26, 2025 ▶ 48:12 Mitchell Green, Founder @ Lead Edge Capital: Why Traditional VC is Broken · 20VC with Harry Stebbings
Mar 26, 2025
Insight
Green: Private companies often present total contract value as revenue
“A lot of it comes down to like, there'll be like, oh, my revenues are this. You look at the chart, you start doing all the analysis and you're like, actually that was your total contract value.”
Mitchell Green Mar 26, 2025 ▶ 1:11:33 Mitchell Green, Founder @ Lead Edge Capital: Why Traditional VC is Broken · 20VC with Harry Stebbings
Mar 26, 2025
Insight
Green: Private companies frequently fudge gross profit numbers via COGS manipulation
“There's a lot of ways to fudge gross profit numbers and through cogs and all that kind of stuff.”
Mitchell Green Mar 26, 2025 ▶ 1:11:46 Mitchell Green, Founder @ Lead Edge Capital: Why Traditional VC is Broken · 20VC with Harry Stebbings
Mar 26, 2025 bearish
Disclosure
Green: Lead Edge would take 0.7x returns to exit slow-growth SaaS
“Yes, we have a prep so we would get our one X, but if you told me today I could take a .7 X just to get out of it, I would happily cut you. I would happily do it.”
Mitchell Green Mar 26, 2025 ▶ 18:07 Mitchell Green, Founder @ Lead Edge Capital: Why Traditional VC is Broken · 20VC with Harry Stebbings
Mar 26, 2025 bearish
Opinion
Green: AI infrastructure investing today mirrors website investing in 1997
“I think investing in AI infrastructure today is like investing in websites in 1997.”
Mitchell Green Mar 26, 2025 ▶ 6:25 Mitchell Green, Founder @ Lead Edge Capital: Why Traditional VC is Broken · 20VC with Harry Stebbings
Mar 7, 2026 bearish
Insight
Mitchell Green: Stocks without earnings or EBITDA have no valuation floor
“If you don't have earnings or EBITDA, there is no floor in a lot of these things.”
Mitchell Green Mar 7, 2026 ▶ 5:20 Mitchell Green: Why 50% of VCs Should Not Exist · 20VC with Harry Stebbings
Mar 7, 2026 positive
Insight
Mitchell Green: Tech transformations require backing growth-focused management over margin-focused leadership
“I believe in any time you have big technological transformations, that you want the entrepreneur, you want the management team that is run by the company That, that is focused on growth.”
Mitchell Green Mar 7, 2026 ▶ 6:29 Mitchell Green: Why 50% of VCs Should Not Exist · 20VC with Harry Stebbings
Mar 7, 2026
Disclosure
Mitchell Green: Secondary sales account for roughly a third of Lead Edge deals
“Probably a third of our deals have been secondary sales.”
Mitchell Green Mar 7, 2026 ▶ 38:59 Mitchell Green: Why 50% of VCs Should Not Exist · 20VC with Harry Stebbings
Mar 7, 2026 bearish
Prediction Open · timeframe Dec 2032
Green: Investors Will Still Hold Unsold 2012 Stakes in 2030
“At some point, I don't know if it's three years, or five years, or seven years, for sure. People are gonna wake up in 20, in 2030, in 2032, and realize it's, oh my god, they're still all in this stuff from 20 12 and 20 15.”
Mitchell Green Mar 7, 2026 ▶ 37:15 Mitchell Green: Why 50% of VCs Should Not Exist · 20VC with Harry Stebbings
Mar 7, 2026
Insight
Mitchell Green: Heavily leveraged incumbents are the primary targets for disruption
“Where I think the biggest opportunity to disrupt incumbents today is Soft software, tech enabled services, any company, it actually can be a manufacturing company, it doesn't matter, any company with a bunch of leverage on it, because those companies don't hav…”
Mitchell Green Mar 7, 2026 ▶ 7:08 Mitchell Green: Why 50% of VCs Should Not Exist · 20VC with Harry Stebbings
Mar 7, 2026 negative
Opinion
Green: Markets irrationally heed random online research over top tech leaders
“It's incredible, like, why don't, it's amazing that people are listening to some random research firm versus listening to people like Stan Druckenmiller, Howard Marks, Ken Griffin, Steve Cohen, like, Mark Benioff, people like Mark Zuckerberg you know, Jensen W…”
Mitchell Green Mar 7, 2026 ▶ 15:17 Mitchell Green: Why 50% of VCs Should Not Exist · 20VC with Harry Stebbings
Mar 7, 2026 negative
Assertion Not checkable as stated
Green: High 2020-2021 Valuations Destroyed Returns for Good Companies
“There are a lot of people that invested in good companies or great companies in twenty-twenty and twenty-twenty-one at really stupid prices and didn't make money.”
Mitchell Green Mar 7, 2026 ▶ 34:06 Mitchell Green: Why 50% of VCs Should Not Exist · 20VC with Harry Stebbings
Mar 7, 2026 neutral
Assertion Not checkable as stated
Mitchell Green: Tech buyout firms boost EBITDA margins from 5% to 40%
“If I was them, like, I know that all these companies, they drive EBITDA margins from five percent to 40%.”
Mitchell Green Mar 7, 2026 ▶ 47:35 Mitchell Green: Why 50% of VCs Should Not Exist · 20VC with Harry Stebbings
Mar 7, 2026
Insight
Mitchell Green: A good company and a good investment are fundamentally different
“Good investment and good company are two very fundamentally different things too. And you're trying to like get the union of both of them.”
Mitchell Green Mar 7, 2026 ▶ 33:42 Mitchell Green: Why 50% of VCs Should Not Exist · 20VC with Harry Stebbings
Mar 7, 2026 negative
Opinion
Mitchell Green: Multi-billion VC funds are insane and require hitting next Google
“I think it's insane. I think these funds are way too, and they, just do the math, the fund math on like how, they're clearly, you have to have the next open, you have to have the next Google, effectively, or the math doesn't work, I don't think.”
Mitchell Green Mar 7, 2026 ▶ 56:16 Mitchell Green: Why 50% of VCs Should Not Exist · 20VC with Harry Stebbings
Mar 7, 2026 neutral
Insight
Mitchell Green: Doubling a $100B VC investment requires $25B in earnings
“And you invest in something that's worth, like, it's worth a hundred billion dollars. You're effectively saying to make a double with dilution, it's probably two hundred and fifty billion dollars. Like, that's making the bet it's gonna do twenty-five billion d…”
Mitchell Green Mar 7, 2026 ▶ 57:38 Mitchell Green: Why 50% of VCs Should Not Exist · 20VC with Harry Stebbings
Mar 7, 2026 positive
Prediction Not checkable as stated
Mitchell Green: Companies will retrain workers displaced by AI
“A lot of these, like, companies will retrain people. They'll do different things. It's a, it's remarkable throughout history. There's been, like, lots of technological disruption over the last hundred years, and, like, people find new things.”
Mitchell Green Mar 7, 2026 ▶ 19:09 Mitchell Green: Why 50% of VCs Should Not Exist · 20VC with Harry Stebbings
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