LP Commitments
topic on 3 shows · 4 statements across 3 episodes
Capital Allocators 
All-In 
20VC
4 statements about LP Commitments, every show
Sacks attributes LP funding slowdown to denominator effect over-allocation
“That's why all of a sudden the LP commitments have dried up is because they're over allocated to VC.”
Loverro: VC LP commitments in 2020-2021 will exceed 2023-2024 combined
“If we were to take a bet, Harry, is there, are there more LP commitments in 2023 and 24, or 21 and 21 combined? I guarantee you the 20 and 21 number was gonna be bigger than the 23 and 24 number, if you really zoom into that small timescale”
US Venture Capital Absorbs $50 Billion Annually in LP Commitments
“Right now, you know, the industry's taking in 40, fifty billion a year roughly in the U.S. In terms of new LP commitments.”
Venture Economics Breakdown at $100 Billion in Annual LP Commitments
“You know, if we go back to 60, 70, a hundred billion, which is where we got to at the peak of 2000, then I think you get to the point where the economics of the business unfortunately probably just can't support that little activity.”