emerging managers
2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Dec 9, 2025 by Ari Newman · across every show →
Everything said about emerging managers, oldest first
Dec 9, 2025 neutral
Newman: Emerging VC managers get locked into their Fund I thesis
“We also knew that typically emerging managers executing a fund one strategy, you're really auditioning for fund two. And the easiest way to put together a clear venture strategy is to have a thesis that's somewhat unique to you, but you become married to it fo…”
Jan 20, 2026 neutral
Walker: Mega funds boom while emerging managers face a struggling separate market
“The biggest venture funds in the planet are fundraising Better than they ever have. But it's almost as though there's two separate venture markets. There's the emerging manager, smaller fund market, and then there's the massive manager, mega fund market. One i…”