Fund Size
topic on 4 shows · 14 statements across 14 episodes
Acquired 
the Neon Show 
Capital Allocators 
20VC
14 statements about Fund Size, every show
MacDonald: Fund managers rationalizing fund size increases signal allocators should exit
“With GPs who rationalize raising more money without being intellectually honest about it, Is a first indication that you should be thinking about heading for the exit.”
Bhushan: Right fund sizing is crucial to target 5-6x net returns
“We believe that the best play to venture cap, play the VC business, is to have the right size fund, right, because at the core of a VC, our first job is to be money managers, which is that we take money from someone, and our obligation is to return multiple of…”
Freise: AI capital intensity prevents private fund sizes from halving
“I agree, and that is why we don't see fund sizes halving, because exactly of what you said, a lot of these opportunities are so capital intensive, because you suddenly have some interesting places to deploy.”
O'Driscoll: Fund size dictates strategy in venture capital
“And you've got to size the fund for the strategy because fund size is the strategy.”
Bank: Fund Size Is GEM's Top Consideration When Underwriting PE Managers
“Fund size is probably the number one aspect that we underwrite.”
Clark: Compare Current Venture Fund Sizes to Exit Market Sizes 10-15 Years Out
“What you need to do is to compare fund sizes today with the exit sizes in 10 to 15 years because that's when those companies are ultimately going to become liquid.”
Wittenborn: Venture capital fund sizes will shrink in coming years
“It's certainly hard to make a blanket statement, but I think that fund sizes will go down.”
Lasry: Avenue caps fund size at $1B to avoid relying on leverage
“Our niche is we try not to raise funds that are larger than a billion dollars. Because the larger we get, the more we're going to compete and need leverage to generate returns. The smaller you are, the more you can generate unlevered returns.”
Kohli: First-time VC fund sizes shrunk from $5M to $1M-$3M
“Yes, there is a reduction in fund size for, I would say the much smaller funds, right? In terms of if you could raise a five million dollar fund as your first fund, you're not going to raise that anymore. It's going to be closer to a 1,000,002 million or three…”
Walk: Venture fund size dictates investment strategy
“People attribute this to Mike Maple's affiliate and it's a hundred percent true. Like your fund size is your strategy, right?”
Howard Marks: Managers should raise smaller funds following strong performance
“Most firms, if they have a very successful fund, will follow it up with another fund which is larger on the back of that. But if you think about it, if you had a success in a given area, the good performance of that fund is synonymous with appreciation. In oth…”
Pierre-Jacques: Venture entry pricing only matters relative to fund size
“Ultimately, the price only matters based on the fund size, right?”
Kayden: Fund size outgrowing opportunity is top reason Accolade passes on re-ups
“It's usually that the fund size over time evolves to be
Too large relative to what we think the opportunity is or what we think the team's capability are.
So sometimes a team that's going to have a great fund at five hundred million is not going to have a grea…”