Gene Frantz

Everything Gene Frantz said on any show that made the record, most notable first. Each card names its show and opens the statement there.

20VC Insight

Frantz: Short VC fund cycles force artificial liquidity pressure on startups

“And even though funds are ten-year funds, which sounds like a long time, you know, the average investment period for most Funds is probably, you know, three to five years, and so what that means is that every three to four to five years, you've got funds out r…”

Gene Frantz Apr 26, 2017 ▶ 9:54 20VC: 2 Signs That A Company Is Ready For IPO, Why Fund Cycles Are Too Short & Why Management Teams Do Not Want To Go Public with Gene Frantz, General Partner @ CapitalG

20VC Opinion

Frantz: Backing high-quality tech companies requires paying full market price

“And for the record, to be involved with any high quality company, you will be paying a full price in the market that we live in today.”

Gene Frantz Apr 26, 2017 ▶ 7:20 20VC: 2 Signs That A Company Is Ready For IPO, Why Fund Cycles Are Too Short & Why Management Teams Do Not Want To Go Public with Gene Frantz, General Partner @ CapitalG

20VC Opinion

Frantz: Growth and private equity have become highly commoditized since 2007

“So I would say that investing writ large across growth equity, private equity, has commoditized To a very high degree over the last decade in a way that would not have been the case in the prior 10 years to that.”

Gene Frantz Apr 26, 2017 ▶ 12:39 20VC: 2 Signs That A Company Is Ready For IPO, Why Fund Cycles Are Too Short & Why Management Teams Do Not Want To Go Public with Gene Frantz, General Partner @ CapitalG

20VC Disclosure

Frantz: Stripe is a revolutionary payments company with extraordinary traction

“I think our most recent public investment, most recent investment in a private company that, that, that's been publicly disclosed is Stripe, which is a revolutionary company in the payment space with an extraordinary team and traction that's quite unlike what …”

Gene Frantz Apr 26, 2017 ▶ 18:26 20VC: 2 Signs That A Company Is Ready For IPO, Why Fund Cycles Are Too Short & Why Management Teams Do Not Want To Go Public with Gene Frantz, General Partner @ CapitalG

20VC Insight

Frantz: Growth investors must enforce valuation limits to generate strong returns

“And so I think selecting a high quality company is absolutely the most important first step, but I think you need to have limits on how much you're willing to pay for that as you think about making money over the longterm and sort of how your returns will come…”

Gene Frantz Apr 26, 2017 ▶ 7:32 20VC: 2 Signs That A Company Is Ready For IPO, Why Fund Cycles Are Too Short & Why Management Teams Do Not Want To Go Public with Gene Frantz, General Partner @ CapitalG

20VC Assertion Supported

Frantz: Late-stage private liquidity allows companies to delay going public

“To go public, I would say, you know, it seems like companies need to be a bit larger and a bit more developed than would have been the case 20 years ago. But I think a great deal of the consideration whether they go public Is driven by management teams who may…”

Gene Frantz Apr 26, 2017 ▶ 8:00 20VC: 2 Signs That A Company Is Ready For IPO, Why Fund Cycles Are Too Short & Why Management Teams Do Not Want To Go Public with Gene Frantz, General Partner @ CapitalG

20VC Insight

Frantz: Business predictability is the most critical requirement for an IPO

“That's right. In terms of predictable results where, you know, the management team has, the business is mature enough where it lends itself to not perfect predictability because of course that doesn't exist, but at least having a Good sense for the cadence of …”

Gene Frantz Apr 26, 2017 ▶ 11:40 20VC: 2 Signs That A Company Is Ready For IPO, Why Fund Cycles Are Too Short & Why Management Teams Do Not Want To Go Public with Gene Frantz, General Partner @ CapitalG

20VC Disclosure

Frantz: Alphabet's patient capital allows CapitalG to avoid IPO timeline pressure

“We have in our LP here at Google, Alphabet, the ultimate and very patient capital. And so, if we can find companies to invest in that we can be in for a very long period of time, That are growing and doing the things that they want to be doing and building val…”

Gene Frantz Apr 26, 2017 ▶ 8:50 20VC: 2 Signs That A Company Is Ready For IPO, Why Fund Cycles Are Too Short & Why Management Teams Do Not Want To Go Public with Gene Frantz, General Partner @ CapitalG

The other half of the tape: Gene Frantz's own voice is left out of every number here. Other people bring the name up 10 times in 4 episodes across the shows. every mention, with the transcript →

Who brings them up most Harry Stebbings 6Laela Sturdy 2Derek Zanutto 2

Every mention by year

One line per show, most statements first. The link opens Gene's full record on that show: the calibration, argument clarity, speaking style and every statement made there.

Show	Role there	Eps	Statements	Record
20VCLEDGER	General Partner, CapitalG	1	8	100% 1/1	full record on 20VC →