Venture Manager
topic on 3 shows · 6 statements across 5 episodes
Innovators & Investors 
Capital Allocators 
20VC
6 statements about Venture Manager, every show
Late-stage venture winners are still compounding despite lack of liquidity
“For most of those companies, we agree with our venture managers that they're still compounding. Whether or not they're publicly traded, they're still great companies, and we're going to benefit long-term from their continued growth.”
Midha: VC managers are misallocating public capital into non-viable startups
“There's a huge misallocation of public capital into venture managers who didn't, are not capturing enough value in Frontier AI. Instead, they're investing in a bunch of stuff that's not going to exist, and the public's going to be mad.”
Arndt: Only 6% to 7% of venture capital managers return enough capital
“Venture managers don't return capital, and only six or seven percent return enough capital to justify their existence.”
Entrepreneurial experience does not guarantee early-stage venture investing acumen
“What I see in a lot of early stage seed type managers or venture managers, I see a lot of entrepreneurs that think they can become investors and it's easy to I presume that they, because they've been an entrepreneur, they know how to do it. And that I definite…”
Active venture strategies require operator experience; passive stock-picking does not
“I think you have to pair strategy with capabilities. So if I'm talking to a manager that is going to be very active you know, in their portfolio companies, sit on boards, coach management teams through key growth areas, like hiring sales teams, going to market…”