Four Takeaways From The VC Secondaries Meltup
Secondary transactions are ripping. Here’s what it means for institutional VC investors.
That Time The CVCs All Shut Down
CVCs have repeatedly been washed out by liquidity crunches. The difference now: new liquidity options.
Your Three Best Liquidity Options
For your PE and VC investments, you’re writing checks, but you’re not cashing them. You want liquidity. But how?
Why Your Next Investment Will Be In A CVC Portfolio
Empirically, CVC portfolios perform better than “regular” VCs in some key measures. That’s why investors are increasingly buying in.
Most VCs make these mistakes. Don’t be like most VCs.
Two common myths about your next investment.
Takeaways from the unicorn extinction
The term “unicorn” was coined only 11 years ago. Fast-forward to 2024 and we can learn a lot about the future of VC.
Tell your boss: The software recession is over
Software is the bellwether for VC. How’s it doing? (Bonus discussion for your next cocktail parties: inverted yield curves.)
Let’s all overreact to the state of VC and PE
There are very good reasons to feel very bad about the outlook for VC and PE. Should we?
Your VC investments are about to get smoked (Right?)
Signs are everywhere that VC is in for a world of hurt. But, this isn’t the first time we’re being told we’re in a bubble. (It’s not even the tenth time).
How to avoid an OpenAI-style trainwreck
Improbably, Microsoft emerged from the high speed train wreck at OpenAI in a much stronger position. But Microsoft dodged a $13 billion cannonball.