So my message here to all venture capitalists, now is the time. Please take your companies public. I breathe investing.These business models these GPS are creating are some of the best high margin businesses ever created. My question to any new allocator or investor is do you think you're going to have access to top decile managers. Because at that point top decile you are achieving returns above the PME consistently but below that even top quartortile you're not. ...

Venture Capital Investment Strategies - Venture capital firms should consider taking companies public now, as current business models are creating high-margin businesses [1][19] - New allocators or investors need access to top decile managers to consistently achieve returns above the Public Market Equivalent (PME); otherwise, even top quartile performance is insufficient [1] - The venture industry is seeing a shift in partnership dynamics, with increased changes in partnerships over the past two years, driven by factors such as reduced compensation and a desire to avoid current market challenges [10] - The industry should be wary of multi-stage platforms, as the large fund sizes make it difficult to achieve the same returns as in the past [12] - The industry should be aware that thematic funds are approached agnostically, focusing on finding great partners with aligned skill sets rather than adhering to specific mandates [20] Endowment Management - Carnegie Mellon University (CMU) manages $4 billion on behalf of the university, with 85% allocated to equity and 15% to fixed income [6] - CMU targets 50% of its portfolio in privates (venture capital, private equity, real estate, natural resources, private credit) and the other 50% in hedge funds and liquids (public equities and fixed income) [6] - CMU is overweight venture by 5-10 percentage points compared to most endowments of its size and underweight hedge funds and real assets [6] - Endowments are facing headwinds, particularly those that may be subject to taxation, which could impact their draw and investment strategies [11] Venture Capital Fund Performance & Metrics - The median Internal Rate of Return (IRR) for mature venture capital funds is about 8% net, with the top quartile at 15%, and a Multiple on Invested Capital (MOIC) of about 25x [6] - Top quartile Distributed to Paid-In Capital (DPI) from 15-year vintage funds (1998-2015) is 18x [6] - A key question for new allocators is whether they will have access to top decile managers, as only those consistently achieve returns above the PME [6] - The industry should be aware that a 6x gross return is needed to achieve a 4x net return, considering fees of 25% and 30% for early-stage funds and 2% and 20% for growth funds [13]

VC Monthly Report in July: Cryoto funding surged 88% MoM to a record $5.36B despite an 8% drop in deal count. AI led sector allocation, while public firms like MSTR, Upexi, and MEI Pharma ramped up crypto treasury strategies with major BTC, SOL, SUI, ETH, and LTC purchases. Read More https://t.co/inwHdUrVKu ...

Meet The Investor Who Sold His Coffee Shop And Raised $186 Million To 'Disrupt' Venture Capital https://t.co/f36Hfx36cZ https://t.co/f36Hfx36cZ ...

RT Cathie Wood (@CathieDWood)In 2022, we launched the ARK Venture Fund to offer all our investors—not just institutions—access to venture companies. Still in early days, ARKVX has just crossed $200 million in AUM (on July 31), an important milestone that suggests investors want exposure to transformative innovation early in its life cycle.https://t.co/swAWkYpacT ...

It takes guts, intelligence, and very good timing to become a successful venture capitalist.Don't undermine any of these legs, as each play their unique critical role.@FutureJurvetson https://t.co/qJBVn2sbZf ...

Key Idea - Successful startups create new lingo, not just new products, suggesting that owning the lingo can lead to owning the market [3] - Language signals market movements; money follows lingo [6] - Lingo leverage involves crafting terminology that resonates with customers and reflects deep market insights [15][16] Lingo Leverage Characteristics - First of its kind: New lingo should introduce a novel concept or perspective [7] - Customer-driven: Lingo created by customers is more valuable than marketing-driven terms [11] - Stickiness: The lingo should be essential and deeply connected to the audience's needs and understanding of reality [13][14] Practical Application - Founders should intentionally craft new terminology as part of their strategy [16] - During due diligence, investors should assess the linguistic assets a startup owns [17] - Founders should create lingo for a problem they're solving or a category they're creating, and encourage early users to adopt it [21]

Exclusive: More details emerge on how Windsurf’s VCs and founders got paid from the Google deal https://t.co/NoAAgl82J5 ...

Meet The Investor Who Sold His Coffee Shop And Raised $186 Million To 'Disrupt' Venture Capital https://t.co/g0eezDrYHj https://t.co/g0eezDrYHj ...

64% of venture capital funding this year has gone straight to AI startups, leaving consumer ventures starving for cash. That’s what Bryanna Samuels, a Wall Street-trained VC investor, reveals on Stocks in Translation. Samuels explains how public markets shape private valuations, breaks down the power-law math behind unicorn investing, and warns that emerging fund managers face longer fundraising timelines and fewer dollars. Twice a week, Stocks In Translation cuts through the market mayhem, noisy numbers an ...