late stage venture

3 statements across 3 episodes · 1 bullish · 2 bearish · 3 people on the record · first statement Sep 30, 2019 by Joe Lonsdale · across every show →

Everything said about late stage venture, oldest first

Sep 30, 2019 bearish
Opinion
Lonsdale warned investors to be highly cautious of late-stage venture in 2019
“Again, it's getting to a point where I'd be very, very careful if I'm doing too much late stage venture right now.”
Joe Lonsdale Sep 30, 2019 ▶ 25:58 Joe Lonsdale – Entrepreneurship and 8VC (First Meeting, EP.09)
Feb 14, 2022 positive
Insight
Kayden: Growth equity offers superior risk-reward and liquidity over late-stage venture
“We think on a risk reward basis, and our data shows this in our funds over the past five funds, that investing in growth equity on a risk return basis is a far more compelling Opportunity and attractive opportunity, particularly given its liquidity profile tha…”
Joelle Kayden Feb 14, 2022 ▶ 24:23 Joelle Kayden – Canvassing the Landscape at Accolade Partners, Venture is Eating the Investment World 7 (Capital Allocators, EP.235)
May 2, 2022 negative
Assertion Not checkable as stated
Dowling: Inexperienced crossover investors are moving into earlier venture stages
“The other issue is that because everybody's focused on the late stage area, which has become very pricey, they're moving down, down rounds into lower and lower levels that they've never played in before. Some have, some of the bigger ones have, but some of the…”
Greg Dowling May 2, 2022 ▶ 41:27 Greg Dowling – Mid-Market Institutional Consulting at FEG (Capital Allocators, EP.248)
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