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Mitchell Green

13 statements across 1 episodes · 3 bullish · 2 bearish · 1 people on the record · first statement Mar 24, 2026 by Mitchell Green · across every show →

On the record as a speaker too: Mitchell Green's record, appearances and statements → this page counts the times other people say the name.

Everything said about Mitchell Green, oldest first

Mar 24, 2026 positive
Assertion Not checkable as stated
Lead Edge Capital has lost its entire investment on only one deal
“We've, I think we've only lost all of our money, like in one deal ever.”
Mitchell Green Mar 24, 2026 ▶ 9:43 Why Now is the Best Time to Buy Public Software Companies · Invest Like The Best
Mar 24, 2026 neutral
Disclosure
Green: Lead Edge holds roughly 20 investments per fund
“We do not run funds with like a hundred, 115 companies in them, we have, we run funds with like 20 investments in them”
Mitchell Green Mar 24, 2026 ▶ 10:02 Why Now is the Best Time to Buy Public Software Companies · Invest Like The Best
Mar 24, 2026 bullish
Disclosure
Green: Lead Edge Capital targets 95% LP gross dollar retention
“And so our number one KPI that we run this place by is what is our gross dollar retention for LPs? We want like 95% gross dollar retention because the only way you can get that is one, have good investment returns. And great client services.”
Mitchell Green Mar 24, 2026 ▶ 4:26 Why Now is the Best Time to Buy Public Software Companies · Invest Like The Best
Mar 24, 2026
Disclosure
Lead Edge Capital has roughly 800 limited partners, 95% being executives
“Probably like 800. 95% by number are these executives, yeah.”
Mitchell Green Mar 24, 2026 ▶ 9:02 Why Now is the Best Time to Buy Public Software Companies · Invest Like The Best
Mar 24, 2026 neutral
Assertion Not checkable as stated
Green: Deals meeting eight criteria do not outperform deals meeting five
“If we do like an eight criteria deal versus like a five criteria deal, there's like actually no correlation to like, it was a better deal.”
Mitchell Green Mar 24, 2026 ▶ 28:44 Why Now is the Best Time to Buy Public Software Companies · Invest Like The Best
Mar 24, 2026 positive
Disclosure
Green: Lead Edge Capital Mandates and Tracks Handwritten Follow-Up Notes
“I've sent handwritten thank you notes every way I meet. Almost everybody. I meet, like, every entrepreneur, every company. Guess who also does now? The twenty-two-year-old analyst. And by the way, we track it and report on it.”
Mitchell Green Mar 24, 2026 ▶ 36:45 Why Now is the Best Time to Buy Public Software Companies · Invest Like The Best
Mar 24, 2026 neutral
Disclosure
Green: 70% of Lead Edge's deployment is in secondaries and special situations
“70% is special sets or, like, secondary.”
Mitchell Green Mar 24, 2026 ▶ 27:57 Why Now is the Best Time to Buy Public Software Companies · Invest Like The Best
Mar 24, 2026 neutral
Disclosure
Lead Edge's 18 junior staff members contact 9,000 companies per year
“And the process for us starts with, you know, 18, 22, to twenty-four-year-olds that, you know, talk to about 9000 companies a year.”
Mitchell Green Mar 24, 2026 ▶ 4:55 Why Now is the Best Time to Buy Public Software Companies · Invest Like The Best
Mar 24, 2026 neutral
Disclosure
Green: Lead Edge is completely structure-agnostic when investing in companies
“Now, when we find the company, we're then super creative. We'll buy 10%, 80%, LPs out of a twenty-year-old fund, buy employee, secondary, you know, fund somebody's CV. We don't care. We'll do anything.”
Mitchell Green Mar 24, 2026 ▶ 5:37 Why Now is the Best Time to Buy Public Software Companies · Invest Like The Best
Mar 24, 2026
Disclosure
Green: Lead Edge tends to hire former athletes as analysts
“We tend to hire people that are, like, former athletes.”
Mitchell Green Mar 24, 2026 ▶ 31:22 Why Now is the Best Time to Buy Public Software Companies · Invest Like The Best
Mar 24, 2026 bearish
Prediction Not checkable as stated
Mitchell Green predicts AI foundation models will commoditize
“Look, our fundament, my fundamental belief Is that the models will commoditize.”
Mitchell Green Mar 24, 2026 ▶ 49:48 Why Now is the Best Time to Buy Public Software Companies · Invest Like The Best
Mar 24, 2026
Disclosure
Mitchell Green spends 60% of his time managing limited partners
“I probably spend 60% of my time with LPs. Now, again, that could be getting somebody to help a company, though, too, or coordinating with the team of people with us, like, hey, let's figure out a way to get into Exxon. And then I would say a third of my, 25, 3…”
Mitchell Green Mar 24, 2026 ▶ 40:27 Why Now is the Best Time to Buy Public Software Companies · Invest Like The Best
Mar 24, 2026 bearish
Prediction Not checkable as stated
Mitchell Green: The AI CapEx bubble will end badly
“Overhyped, overfrothed and I believe this AI CapEx bubble will end badly.”
Mitchell Green Mar 24, 2026 ▶ 48:37 Why Now is the Best Time to Buy Public Software Companies · Invest Like The Best
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