The Ledger

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Disclosure
DFJ Growth Prioritizes Cash-on-Cash Returns While Institutional LPs Focus on IRR
“Because in this business, when you're trying to generate returns, both cash on cash, you know, return multiple, which we tend to focus on, but also IRR, which a lot of institutional LPs focus on, really does start to hone your senses towards particular timefra…”
Randy Glein Feb 8, 2017 ▶ 10:29 20VC: The Radical Changes In Public Market Expectations, The Right Way To Assess Valuation & What It Means To Be A Disciplined & Diligent Investor with Randy Glein, Partner @ DFJ Growth
Disclosure
DFJ Growth Targets Companies Three to Six Years Away From IPO
“And our strategy at DFJ growth really targets companies that have more of a three to six year Horizon to IPO.”
Randy Glein Feb 8, 2017 ▶ 18:06 20VC: The Radical Changes In Public Market Expectations, The Right Way To Assess Valuation & What It Means To Be A Disciplined & Diligent Investor with Randy Glein, Partner @ DFJ Growth
Disclosure
DFJ Growth's Target Revenue Threshold Is Low Tens of Millions
“The sweet spot for us is low tens of millions”
Randy Glein Feb 8, 2017 ▶ 21:29 20VC: The Radical Changes In Public Market Expectations, The Right Way To Assess Valuation & What It Means To Be A Disciplined & Diligent Investor with Randy Glein, Partner @ DFJ Growth
Disclosure
DFJ Growth Requires Target Companies to Grow 100% Annually
“And there, we look for growth rates that are at least a hundred percent or more with a product or technology that we believe has room to run at those hyper growth rates for some extended period of time.”
Randy Glein Feb 8, 2017 ▶ 21:43 20VC: The Radical Changes In Public Market Expectations, The Right Way To Assess Valuation & What It Means To Be A Disciplined & Diligent Investor with Randy Glein, Partner @ DFJ Growth
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