private equity

“And so I think Coupa is like the canary in the coal mine. It is the beginning of what I suspect is a tidal wave of PE sponsored deals in tech companies, largely SaaS, but may go into other realms.”

“They really kind of see the truth, the ground truth much better than VCs do in general.”

“There's a whole portfolio of over levered companies in real estate. And there's a whole portfolio of over levered companies in private equity. Those folks will have to get recapped. And that will probably cost trillions of dollars of capital impairment.”

“I actually think that some private equity player is going to buy this out of bankruptcy and make a fortune.”

“Harvard was able to sell a billion dollars recently of private equity stuff and managers that they didn't want to support anymore at a seven percent discount.”

“From 2019 to this year, almost doubled from 20 to 40%”

“The industry, the venture industry in massive transition, it's going to start looking a little bit like private equity. And a little bit like Gavin or Brad, where they're private and public market investors, and you're seeing buyouts occur.”

“And when you see that kind of graph, it doesn't matter what asset class it is, the returns go to zero. And so we've seen this in venture capital. We've seen this in hedge funds. And we're now going to see this in private equity.”

“And when you see that kind of graph, it doesn't matter what asset class it is, the returns go to zero. And so we've seen this in venture capital. We've seen this in hedge funds. And we're now going to see this in private equity.”

“The least success I've had At the software company I started has been selling into private equity. It's like I have fortune, 500 and fortune, 1000 customers lining out the door. I couldn't sell to one single private equity company.”

“The return on investment is you know, mainly to the insiders, private equity, venture capital the corporate officers and employees versus the public because they're mature companies when they actually go public.”

“So it's not a bubble that's going to impact most people in the room, right? Or most people across the U S but it could just destroy a lot of VCs and a lot of funds and a lot of PE, right? Because they're going all in.”