How the world’s best VCs torched $1.9B
We were once aggressively pitched to invest in a sports beverage firm. The frontman was a twitchy but smooth-talking CEO from Newport Beach.
The strip club solution to a rough VC market
It may be time to join the strip club. That may not be good for our spam filters, but it’s true.
CVCs aren’t wasting a good crisis
The last three quarters have been rough for VC. Very rough. Are corporate venture arms heading for the door?
3 Takeaways on the “Down Round IPO”
We noted last month that IPOs are back – but that we shouldn’t get excited. Yes, the IPO window has opened.
IPOs are back. Don’t get excited.
Hidden in the euphoria: there may be a time bomb ticking for the broader VC market.
You hate the company. Should you invest?
Of course not. But wait. It’s more complicated. You already invested. You wrote a check with high hopes.
Should you kill your darlings?
It’s great advice for writers. Mercilessly analyze what you’ve written. And be willing to kill your darlings the prose you fell in love with.
Should you get medieval on your VC investments?
The market is improving. But the environment remains tough And deal terms are getting tougher.
VC is having a horrible, no good, very bad year. That’s great news.
Yes, there are bright spots. Yes, 2021 was by all accounts a batsh*t year of massive volumes and massive valuations.
Why would an LP engage VO2 Partners? Answer: Counting peas
Institutional LPs engage us on their VC and PE portfolios to support them in three ways. But they mostly come down to counting peas.