What is the general perception towards involving Sovereign Wealth Funds as limited partners?
Forecasting is obviously inaccurate, but how would you model a portfolio with "realistic" exit valuations? Could startup's current deck provide any usable inputs for such model? E.g. market size, market CAGR, team experience etc? Obviously when founders say their ambition is just 100-500M$ exit, that tells something. But what else and how to factor in the assumptions?
A LP (naturalized US citizen) signed a PACT and wants to help recruit additional LPs in the US and Mexico. Are there solicitation issues that I need to be aware of for myself (GP) and my LP? Thank you.
As an emerging fund manager, is utilizing placement agents a prudent choice for fundraising? One of the significant challenges I face is having a limited network, which has hindered my ability to initiate a VC fund. I would greatly appreciate guidance on where to begin with fundraising for a first fund if placement agents are not a wise choice.
What should distinguish the Value Add Slide from the Thesis Slide and the Track Record Slide, if the Value Add is already part of both the Thesis and the Track Record ?
Hello everyone, Are there any expert studies published recently around sectoral trends, future prospects and potential impact of the venture studio integrated venture capital model? Something that captures emerging market trends, the impact of this model to foster innovation, and maximizes value creation for both the portfolio companies and the fund's limited partners. Thanks! Ashwin
Micro VCs have been on the rise, particularly in the last couple of years. Compared to their traditional VC peers, micro VCs are thought to be more nimble, hands-on, and have lower overheads. That said, micro VCs are generally constrained by the lack of name recognition, limited fund size, and sector coverage. I personally view micro VCs as a positive contributor to the early-stage startup ecosystem, providing much-needed capital to get startups with potential off the ground. Micro VCs are also often seen to direct investment to underrepresented/diverse founders and in sectors where traditional VC funding is harder to access. Keen to hear the thoughts of the community who have been following the venture capital space for longer on whether micro VCs will continue its growth and popularity to become mainstream with time.
As DAOs (Decentralized Autonomous Organizations) begin to play a larger role in the venture ecosystem, what are some of the best practices for KYC compliance regulations? Example: A startup has a DAO on their cap table as a pre-seed investor and my fund, Hypothetical Investments, is looking to invest in their Series A round.
Let's say you have a right to receive Pref Warrants from a Portfolio Company, but the company wants to change them to Common Warrants or Options that are a part of the stock option plan. All things being equal (e.g. strike and number of options), pref warrants are more valuable than common warrants or options, so what is the best way to get dollar for dollar value and not have a taxable event? Thank you.
Thoughts on best way to finance the exercise of warrants if you don't have a cashless exercise. For example, you have Series A pref warrants that are in the money at exit, but you don't have a cashless exercise option. So you have to come up with $100K to exercise the warrants to profit $1.0MM at the exit. If you don't have the initial $100K in cash available at the time, how to best finance the conversion? Any thoughts appreciated. Thank you.
Is there a standard or 'rule of thumb' that GPs should follow for capital call frequency? What frequency would allow the fund to be liquid but respectful of the LPs?
What are the common terms to ask for vesting when investing in startups?
Since DCF method uses historical data to predict future cash flows of the company, this usually does not fit a startup since we have very little to no data on the cashflows. It is better to look for some benchmarks to tell valuation of a startup since it shows how others priced the companies in a given market/ geography/ setup.
What valuation method would be most appropriate for a pre-revenue startup with a high potential and high-risk profile?
Why do articles this year seem to be so anti-VC, whether it's they are on the decline or there is no more capital to support? In listening to several webinars from VC Lab, it seems there is a huge disconnect between click bait reporting and reality of the industry. A follow up, what would be considered a true risk to the VC space?
What are markers of good fit for the fund you are developing? What would constitute red flags?
Investing in startups and companies early in their development carries inherent risk. What are some methods or approaches to employ to assess and mitigate risks when evaluating potential investment opportunities?
I am specially intersted in understand the impact of Females in VCs
