Markups

topic on 2 shows · 3 statements across 3 episodes

the Neon Show 20VC

3 statements about Markups, every show

20VC Insight
Active Early-Stage VC Management Drives Bad Decisions
“I work with many, and when they actively manage, they do not get the right decisions. They push managers to do things they shouldn't do. They push them to go enterprise before they should, push them to do more products, push them to scale faster, take more cas…”
Harry Stebbings Aug 4, 2025 ▶ 48:59 Miles Dieffenbach: Inside Carnegie Mellon’s $4BN Endowment & The Math Behind DPI, TVPI, Illiquidity · 20VC with Harry Stebbings
NEON SHOW Prediction Open · timeframe Jul 2029
Doddala: 60% of 2021-2022 unicorns will probably never realize their valuations
“I think, 60% of the unicorns that were marked up in, you know, in our 20, 21, 20, 22, Are probably not going to ever realize their markups.”
Raja Doddala Jul 5, 2024 ▶ 33:13 2024 VC Updates, IPO Trends, And Fundraising Advice with Churchill’s Raja Doddala I Neon Show
20VC Opinion
Lemkin: Portfolio markups have completely corrupted venture capital
“The way we've done markups, especially for smaller and other funds, has completely corrupted the industry.”
Jason Lemkin Aug 23, 2023 ▶ 32:12 Jason Lemkin & Rick Zullo: How "Mark to Market" Corrupted Venture Capital | E1052 · 20VC with Harry Stebbings

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