carried interest
10 statements across 10 episodes · 4 bullish · 4 bearish · 10 people on the record · first statement Jul 3, 2017 by Chris Douvos · across every show →
Everything said about carried interest, oldest first
Jul 3, 2017 neutral
30% Carried Interest Above a 3x Hurdle Has Become Standard in VC
“In fact, what you're seeing is a lot of people are now kind of going to higher carries after hurdles. So there'll be a 20 carry up to a two and a half or three X, and then it'll kick up to a 30 carry. And I fought that for a while, and it, you know, it's sort …”
Oct 14, 2019 positive
Farmland Opportunity takes no carry on land appreciation or farm sales
“There is no carry on the actual sale of the farm, and there's no carry at some artificial Based on a third party mark to market that no one can believe, right? We do a mark to market on a yearly basis. Every three to four years, there's an external third party…”
Oct 12, 2020 bearish
Chabran: Carried interest is a cheap alignment option versus real sweat equity
“We all know that the alternative markets have generated this optionality, which will be by way of carried interest, incentive fees, that people would put as a The alignment of interest, I actually think, you know, it's a fairly cheap option compared to any oth…”
Jul 5, 2021 positive
Vista shares pooled carried interest down to junior associates and analysts
“We start off with our investment teams, for instance they're in a pool AXO structure, and we get wonderful incentives for them, which include ability to participate in the sale, carried interest with our associates and analysts, which I think is somewhat uniqu…”
Aug 13, 2021 positive
Sep 2, 2021 positive
Feb 14, 2022 negative
Oct 23, 2023 negative
Mercer's Sebusch: Short 2-to-5-year carry vesting destroys venture fund alignment
“I've seen An explosion of short vesting schedules of two to four to five years, and it's just not great alignment. I don't want a GP to be able to leave after two years, get a hundred percent of their carry, sit on the beach, and now the team or the LP base ha…”
Jul 14, 2025 neutral
Dec 4, 2025 negative
Boucai: Traditional Real Estate GPs Are Structurally Misaligned with Investors
“They are generally using short-term floating rate financing And they have shorter term hold because they're trying to generate carried interest income to pay themselves. And then lastly, I would say they don't have as much personal capital invested. So the ali…”