growth equity firm

also referred to as: growth equity firms

3 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement May 23, 2022 by Billy Libby · across every show →

Everything said about growth equity firm, oldest first

May 23, 2022 bearish
Prediction Not checkable as stated
Libby: Late-stage investors out-earning founders at exit will fundamentally change
“A private equity firm or a growth equity firm coming into a series C or D sitting at the top of the caps table with liquidity preferences and all these downside protections, and they're ultimately earning more than the founders at exit. To me, it seems like th…”
Billy Libby May 23, 2022 ▶ 38:06 Billy Libby – Disruptive Venture Funding at Upper90 (Capital Allocators, EP.251)
Feb 13, 2023 neutral
Disclosure
Feliciano: Clearlake struggles hiring lateral partners from hedge funds and growth equity
“We actually have a difficult time going to a hedge fund or hiring somebody that doesn't stress very well laterally as a partner. We equally have a challenge. We go to a growth equity firm, somebody that understands to say, you know, healthcare is really well, …”
Jose Feliciano Feb 13, 2023 ▶ 19:43 José E. Feliciano – Flexible Private Market Investing at Clearlake (Capital Allocators, EP. 297)
Mar 30, 2023 positive
Assertion Supported
The 2021-2022 IPO/SPAC boom drove a surge in VC TRAs
“As a result of the flurry of both IPOs as well as SPACs in 21 and 22, there was a significant uplift in terms of number of TRAs created that were shared by both growth equity firms as well as venture capital firms”
Andy Lee Mar 30, 2023 ▶ 10:42 Andy Lee – Empty Rooms: Investing in Tax Assets at Parallaxes Capital (Capital Allocators, EP.305)
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