venture capital fund managers

“I also see managers keeping businesses alive artificially to allow them to raise new funds. New funds are raised and then allow companies to die.”

“I would look at the companies that are shorter on runway that are going to need to raise within the next 18 to 24 months, and if those companies have hit a growth phase and a price that's too high, then I would take a discretionary markdown on it. If instead i…”

“I think if you wait around and have four or five funds and have returned no capital, you're actually introducing organizational risk from an LP standpoint.”

“I have been surprised and happily so that people have taken discretionary markdowns more proactively for the first time in, in my history of doing this.”

“Sell, you know, sell your dogs and keep your winners, and I think it's actually the, it's somewhat of the inverse, is you have to be able to, willing to sell your winners. To have a sustainable business model. And to generate the return that will actually driv…”