The Ledger
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Kim predicts long-term seed startup mortality rate will be 25% to 30%
“And, you know, I do think that the longer term sort of steady state mortality rate is probably 25% to 30%, but I don't think it's 80%, but we'll see.”
Kim predicts only 1-2 of Cendana's 18 funds will reach Sequoia status
“I would say that to be realistic, maybe one or two out of You know, the 18 plus funds that we work with may ultimately emerge in that category”
Kim: Institutional LPs have already exhausted their 2016 annual capital budgets
“A lot of them did, and so now institutional LPs are largely out of capital for the year. A number of LPs I know have already spent their budget or have already allocated their budget to these re-ups, and it's also not just in the U.S. There are a lot of re-ups…”
Kim predicts SoftTech VC will build a multi-generational platform like Greylock
“And if you look at the absolute top tier VC funds, they've done a phenomenal job of generational shift, and, you know, the older generation handing off to the younger generation, certainly firms like Greylock, have transformed themselves, and I think that is t…”