The Ledger
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Haivas: 30% University Equity Stakes Make Spin-Out Cap Tables Uninvestable
“What we have had challenges with in the past is, for instance, university spin-outs where you have like a 30% Owned by a university because you have taken the IP from there. I think those are very difficult cap tables for us to get into.”
Haivas: Required Startup Market Size Depends on VC Fund Size
“There isn't a minimum market size. We often get asked, like, you know, what do you want to see? And the reality is different funds will Expect different market sizes based on their own fund size, their own strategies, but I, one exercise that's always good to …”
Ball: Atomico does not require set ARR benchmarks across venture stages
“For us we don't have a set expected ARR at each of these stages, and I think we see that it varies. Sometimes we see series A or series B companies that might be still pre-launch and so that's why we'll look at some of these other ways to validate things like …”
Ball: Startup Narrative Remains Essential From Seed Stage Through Growth Rounds
“There is one row on this table where that need for validation is there even from the earliest stages from the seed. Which is this idea around the narrative. And this becomes really important because of this dynamic at the early stages where a lot of these area…”
Haivas: Atomico Passes on $800M Startup Exits Due to Fund Size
“We are a pretty large fund, and so we will look for really outsized outcomes, multi-billion dollar type of outcomes, and sometimes you can, we can see, probably that's the most common one. Like, for me, sometimes I see this is gonna be a great business, but I …”
Haivas: Culture and Diversity Are Harder to Fix at 100 Employees
“Culture needs to be a deliberate strategy and a consistent effort over time, and that you cannot course correct it, or that it's much harder to course correct later on. In particular, key elements of culture, such as diversity and inclusion, they become much h…”