Founder Secondaries

topic on 2 shows · 4 statements across 4 episodes

Top Founders 20VC

4 statements about Founder Secondaries, every show

20VC Opinion
Stebbings: Founder Secondaries Are Brilliant to Remove Downside Risk Mindset
“I think it's brilliant to remove that downside risk mentality from a founder's perception.”
Harry Stebbings Sep 18, 2020 ▶ 9:33 20VC: Lambda School Founder, Austen Allred on How To Assess Your Relationship To Risk and Money, Why San Francisco Is A Case Study For The Greatest Squandering of Wealth in History & Why Complexity Increases Exponentially with Scale
20VC Insight
Zeev: Founder secondaries increase ambition by reducing personal financial pressure
“The fact that you let them Take money off the table actually brings better alignment. Even a significant amount, even if it's five or ten million, they're much more likely to try to hit for the fences and not take the first couple of hundred million dollar acq…”
Oren Zeev Jun 29, 2020 ▶ 31:31 20VC: Oren Zeev on Why Diversification Is Overrated, The Downside of Thematic Investing, Making Quality Decisions In Uncertain Conditions & Why He Has No Reserves Allocation
Today, Delicious would likely use founder secondaries instead of early M&A
“One of the things that has really changed dramatically since that time is that founder secondaries have become completely customary. And so I think that there are many alternative paths in which delicious would have raised another round and where secondary wou…”
Albert Wenger Jun 17, 2020 ▶ 11:02 Albert Wenger on Work After Capital
20VC Insight
Early founder secondaries misalign incentives and deter prospective investors
“Where I do get concerned is like when you have these early series BC runs and founders are taking large percentages of our ownership off the table. That can be quite concerning because I think that it's not a good formula for a long-term success, especially if…”
Sumit Gajri Jan 17, 2020 ▶ 45:20 20VC: Portfolio Construction, Optimising SPVs, Opportunity Investing "Between Rounds", Being Distribution-Centric Over Product-Centric and Capital Concentration Within Funds With Sumeet Gajri, Chief Strategy Officer @ Carta

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