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Gene Frantz

General Partner, CapitalG · 1 appearance on the record.

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investor

Gene Frantz is a General Partner at CapitalG, Alphabet's growth fund. Prior to joining CapitalG, he spent 13 years as a partner at TPG Capital focused on technology investments.

8statements → 1claims → 1claims resolved → 3.62/5average certainty → 2.25/5average debate potential → ≈4.0/5argument clarity, estimated → 10said about them ↓

1 supported 0 partly supported 0 contradicted how the 1 claim stands · each chip opens the sources

1 assertion · 2 opinions · 3 insights · 2 disclosures · every statement was checked. The predictions and assertion are the 1 claim: statements the public record can support or contradict. 1 is resolved. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Gene argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported
Frantz: Late-stage private liquidity allows companies to delay going public
“To go public, I would say, you know, it seems like companies need to be a bit larger and a bit more developed than would have been the case 20 years ago. But I think a great deal of the consideration whether they go public Is driven by management teams who may…”
Gene Frantz Apr 26, 2017 ▶ 8:00 20VC: 2 Signs That A Company Is Ready For IPO, Why Fund Cycles Are Too Short & Why Management Teams Do Not Want To Go Public with Gene Frantz, General Partner @ CapitalG

How they sound: speaking style how? →

219 words/min while actually speaking · 4.1 um and uh per 1k words

No argument clarity score for Gene Frantz: no usable question→answer exchanges on raw tape (a fair score needs 8+). We do not score a sample that small. Roundtable and news formats yield far fewer direct exchanges than interviews. Their coarse estimate from 12 exchanges on the produced feed is ≈4.0/5, shown at half point precision because the sample is small and produced tape scores higher.

Measured by listening to 2,448 words across 1 episode, but every recording we have of Gene Frantz is the aired feed, and an editor cleaned that audio before release. Some of the hesitation was cut before we ever heard it, so read these as floors: the true rates are at least this high. These are measurements of speaking style, not scores. How it's measured →

How the interview went all their pushback → series average →

Across 1 rated episode:

host pushback ▾ 3/10
pushed back at the host 1/10
setup questions received 35%

Everything Gene Frantz said on 20VC that made the record, most notable first. Filter by type, assessment or year in the ledger →

Insight
Frantz: Short VC fund cycles force artificial liquidity pressure on startups
“And even though funds are ten-year funds, which sounds like a long time, you know, the average investment period for most Funds is probably, you know, three to five years, and so what that means is that every three to four to five years, you've got funds out r…”
Gene Frantz Apr 26, 2017 ▶ 9:54 20VC: 2 Signs That A Company Is Ready For IPO, Why Fund Cycles Are Too Short & Why Management Teams Do Not Want To Go Public with Gene Frantz, General Partner @ CapitalG
Opinion
Frantz: Backing high-quality tech companies requires paying full market price
“And for the record, to be involved with any high quality company, you will be paying a full price in the market that we live in today.”
Gene Frantz Apr 26, 2017 ▶ 7:20 20VC: 2 Signs That A Company Is Ready For IPO, Why Fund Cycles Are Too Short & Why Management Teams Do Not Want To Go Public with Gene Frantz, General Partner @ CapitalG
Opinion
Frantz: Growth and private equity have become highly commoditized since 2007
“So I would say that investing writ large across growth equity, private equity, has commoditized To a very high degree over the last decade in a way that would not have been the case in the prior 10 years to that.”
Gene Frantz Apr 26, 2017 ▶ 12:39 20VC: 2 Signs That A Company Is Ready For IPO, Why Fund Cycles Are Too Short & Why Management Teams Do Not Want To Go Public with Gene Frantz, General Partner @ CapitalG
Disclosure
Frantz: Stripe is a revolutionary payments company with extraordinary traction
“I think our most recent public investment, most recent investment in a private company that, that, that's been publicly disclosed is Stripe, which is a revolutionary company in the payment space with an extraordinary team and traction that's quite unlike what …”
Gene Frantz Apr 26, 2017 ▶ 18:26 20VC: 2 Signs That A Company Is Ready For IPO, Why Fund Cycles Are Too Short & Why Management Teams Do Not Want To Go Public with Gene Frantz, General Partner @ CapitalG
Insight
Frantz: Growth investors must enforce valuation limits to generate strong returns
“And so I think selecting a high quality company is absolutely the most important first step, but I think you need to have limits on how much you're willing to pay for that as you think about making money over the longterm and sort of how your returns will come…”
Gene Frantz Apr 26, 2017 ▶ 7:32 20VC: 2 Signs That A Company Is Ready For IPO, Why Fund Cycles Are Too Short & Why Management Teams Do Not Want To Go Public with Gene Frantz, General Partner @ CapitalG
Assertion Supported
Frantz: Late-stage private liquidity allows companies to delay going public
“To go public, I would say, you know, it seems like companies need to be a bit larger and a bit more developed than would have been the case 20 years ago. But I think a great deal of the consideration whether they go public Is driven by management teams who may…”
Gene Frantz Apr 26, 2017 ▶ 8:00 20VC: 2 Signs That A Company Is Ready For IPO, Why Fund Cycles Are Too Short & Why Management Teams Do Not Want To Go Public with Gene Frantz, General Partner @ CapitalG
Insight
Frantz: Business predictability is the most critical requirement for an IPO
“That's right. In terms of predictable results where, you know, the management team has, the business is mature enough where it lends itself to not perfect predictability because of course that doesn't exist, but at least having a Good sense for the cadence of …”
Gene Frantz Apr 26, 2017 ▶ 11:40 20VC: 2 Signs That A Company Is Ready For IPO, Why Fund Cycles Are Too Short & Why Management Teams Do Not Want To Go Public with Gene Frantz, General Partner @ CapitalG
Disclosure
Frantz: Alphabet's patient capital allows CapitalG to avoid IPO timeline pressure
“We have in our LP here at Google, Alphabet, the ultimate and very patient capital. And so, if we can find companies to invest in that we can be in for a very long period of time, That are growing and doing the things that they want to be doing and building val…”
Gene Frantz Apr 26, 2017 ▶ 8:50 20VC: 2 Signs That A Company Is Ready For IPO, Why Fund Cycles Are Too Short & Why Management Teams Do Not Want To Go Public with Gene Frantz, General Partner @ CapitalG

The other half of the tape: Gene Frantz's own voice is left out of every number here. Other people bring the name up 10 times in 4 episodes on 20VC. every mention, with the transcript →

Who brings them up most Harry Stebbings 6Laela Sturdy 2Derek Zanutto 2

Every mention by year

Appearances (1)

EpisodeDateSpeaking time
20VC: 2 Signs That A Company Is Ready For IPO, Why Fund Cycles Are Too Short & Why Managem Apr 26, 2017 12m
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