subscale funds
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Dec 8, 2025 by Josh Wolfe · across every show →
Everything said about subscale funds, oldest first
Dec 8, 2025 bearish
Wolfe: At least 50% of subscale VC funds will go out of business
“The long tail of funds that are subscale, I have predicted that you would see a 50% involuntary exit or extinction rate, that they would go out of business, and why? Because they're under-reserved, they've over-invested, they have too many portfolio companies,…”