rolling funds

12 statements across 6 episodes · 4 bullish · 4 bearish · 4 people on the record · first statement Aug 24, 2020 by Sahil Lavingia · across every show →

Everything said about rolling funds, oldest first

Aug 24, 2020 neutral
Prediction Not checkable as stated
Lavingia: Only about a dozen rolling fund managers will build large portfolios
“I don't expect to see hundreds and hundreds of hundreds of emerging fund managers all managing these really big, large portfolios. I think you'll see probably a dozen or so.”
Sahil Lavingia Aug 24, 2020 ▶ 14:26 20VC: Sahil Lavingia on Rolling Funds and Their Impact on The Future of Venture, How To Evaluate Market, Team and Product, The Value of Party Rounds & The Pros and Cons of Multi-Stage Funds Investing at Seed
Aug 24, 2020 bearish
Prediction Held up
Sahil Lavingia predicts rolling funds will never reach hundreds of billions
“We're never going to see hundreds of billions of dollars in rolling funds, in my opinion.”
Sahil Lavingia Aug 24, 2020 ▶ 14:39 20VC: Sahil Lavingia on Rolling Funds and Their Impact on The Future of Venture, How To Evaluate Market, Team and Product, The Value of Party Rounds & The Pros and Cons of Multi-Stage Funds Investing at Seed
Aug 24, 2020 neutral
Assertion Not checkable as stated
Lavingia: Andreessen Horowitz isn't worried about rolling funds competing with them
“Andreessen Horowitz is not worried about rolling funds taking away their business.”
Sahil Lavingia Aug 24, 2020 ▶ 15:02 20VC: Sahil Lavingia on Rolling Funds and Their Impact on The Future of Venture, How To Evaluate Market, Team and Product, The Value of Party Rounds & The Pros and Cons of Multi-Stage Funds Investing at Seed
Nov 2, 2020 positive
Prediction Held up
Eggers: Venture capital will see increased adoption of rolling funds
“I think we'll see more of rolling funds, and if you can do it, it's great.”
Barry Eggers Nov 2, 2020 ▶ 14:53 20VC: The Implications of a Biden vs a Trump Administration on Venture and Startups, How The Rise of Rolling Funds, SPACs and Solo Capitalists Will Impact Venture & What We Can Do To Swing the Race Pendulum in VC with Barry Eggers, Founding Partner @ Ligh
Dec 21, 2020 bearish
Prediction Not checkable as stated
Rolling funds and solo capitalists will squeeze traditional seed firms upwards
“Anyone that used to play at seed, but really is a series A firm is going to get squeezed upwards because what's happening now, rolling funds is actually taking the entire early stage market and solo capitalists is taking the entire early stage market with pre-…”
Avlok Kohli Dec 21, 2020 ▶ 21:30 20VC: Why the Theory of Pro-Rata is Often False, How Rolling Funds Impact Both Pricing and Competition & The Biggest Lessons from Working with Jack Dorsey with Avlok Kohli, CEO @ AngelList Venture
Dec 21, 2020 bullish
Prediction Not checkable as stated
The next cohort of top founders will raise entirely from rolling funds
“That the next cohort of great founders are raising their entire pre-seed and seed round from rolling funds.”
Avlok Kohli Dec 21, 2020 ▶ 32:45 20VC: Why the Theory of Pro-Rata is Often False, How Rolling Funds Impact Both Pricing and Competition & The Biggest Lessons from Working with Jack Dorsey with Avlok Kohli, CEO @ AngelList Venture
Dec 21, 2020 positive
Insight
Rolling funds operate as high-resolution fundraising tools that democratize venture capital
“Rolling funds enable capital to flow to more VCs who fund the tech innovation. And before rolling funds, managers would have to raise capital through closed networks. Now, all you need is a tweet and a fund, and the network just comes to you. And really, rolli…”
Avlok Kohli Dec 21, 2020 ▶ 11:52 20VC: Why the Theory of Pro-Rata is Often False, How Rolling Funds Impact Both Pricing and Competition & The Biggest Lessons from Working with Jack Dorsey with Avlok Kohli, CEO @ AngelList Venture
Dec 21, 2020 positive
Assertion Not checkable as stated
Active institutional venture investors are already committing capital to rolling funds
“So the ones that actively invest in venture, we already see them committing to rolling funds, and that's already happening.”
Avlok Kohli Dec 21, 2020 ▶ 27:00 20VC: Why the Theory of Pro-Rata is Often False, How Rolling Funds Impact Both Pricing and Competition & The Biggest Lessons from Working with Jack Dorsey with Avlok Kohli, CEO @ AngelList Venture
Feb 5, 2022 negative
Assertion Supported
Mac Conwell explains how rolling funds disadvantage LPs who skip quarters
“LPs have to continuously buy in the quarters to make sure they get allocation to the companies you invest in. So if you're not an LP in the specific quarter and that's the quarter I make my best investment in, but you're an LP in the quarter before the quarter…”
Mac the VC Feb 5, 2022 ▶ 30:47 Mac the VC on the Journey from Homeless To Becoming A VC | Full Interview with Harry Stebbings · 20VC with Harry Stebbings
Feb 5, 2022 negative
Opinion
Mac Conwell argues rolling funds reflect a lack of VC innovation
“I think rolling funds are another sign of the lack of innovation in our industry, right?”
Mac the VC Feb 5, 2022 ▶ 29:58 Mac the VC on the Journey from Homeless To Becoming A VC | Full Interview with Harry Stebbings · 20VC with Harry Stebbings
Apr 25, 2023 neutral
Assertion Not checkable as stated
Kohli: AngelList rolling fund LP commitments dropped only 20% year-over-year
“Both individuals, institutions, commitments aren't actually down by much. It's close to only 20%”
Avlok Kohli Apr 25, 2023 ▶ 26:23 AngelList CEO Avlok Kohli: The Funding Market Today; Last-Mile Delivery; Competing w/ Carta | E1005 · 20VC with Harry Stebbings
May 9, 2023 neutral
Assertion Not checkable as stated
Kohli: LP commitments to AngelList rolling funds are down only 20%
“Within rolling funds which is one of the products that we have both individuals, institutions, commitments aren't actually down by much. It's close to only 20%, which is very, very very interesting.”
Avlok Kohli May 9, 2023 ▶ 19:04 How Dire is the Startup Funding Market Today? | AngelList CEO Avlok Kohli · 20VC with Harry Stebbings
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