Kudu Investment Management, LLC.的动态

VCJ's guide to VC secondaries has been updated with an additional 18 firms with a combined total of nearly $66bn in dedicated secondaries capital. Explore the the guide here: https://okt.to/nOubcI #VCJ #VentureCapital #Secondaries #Europe #NorthAmerica

#Founders, the venture capital world is complex, and sometimes, it brings out the worst in people. At Wisdom Partners, we strive to shed light on the dynamics within the industry and promote a culture of awareness and integrity. ?? Explore this article from NFX on how VCs can sometimes lose their way: https://lnkd.in/gA2jGrwa In line with this, check out our blog post, where we explore what VCs are and aren’t, and how to get the support you need: https://lnkd.in/gr9xytsj #startupdevelopment

More to come I am certain. "Georgian Partners—Canada’s largest independent #VC firm with $5.6 billion USD in assets under management—wrote down 28 investments in 21 companies across five funds, representing a whopping $430-million USD loss in value." #BDC also wrote down their #venture holdings in September - see comments for the link. #venturecapital #privateequity #valuations #CanadianVC

Value creation in #venture is when money of the public (Institutional or otherwise) is put to work to create real value for the public. https://lnkd.in/e-UHueYi #AssetManagement #BillDraperIII #DraperRichards #FinanceBubble #FirstRoundCapital #IAVentures #MA #RogerEhrenberg #Subprime #USVenturePartners

The private markets are evolving in fascinating ways. Specialized funds are now introducing "venture equity" strategies for "VC orphans", alongside the maturing secondaries market, we're finally seeing the last pieces of the private market puzzle fall into place. Here's why this matters: When VCs can't find exits for their portfolio companies or need liquidity, they become more conservative. But with the rise of secondaries trading and specialized buyers for slower-growth companies, VCs gain more options for portfolio management and liquidity. The result? VCs can take bigger risks on truly innovative companies, knowing they have multiple paths to returns - from traditional exits to secondaries sales to specialized buyers. This flexibility is exactly what we need to fuel the next wave of breakthrough innovations. Great article by Anne Sraders @ Sifted https://lnkd.in/euxgESCZ

VC associates can be vital to firms and founders—when they’re empowered to be #VC #VentureCapital #Finance #Investing

In case you missed this.? Read this super enlightening article written by our CiC, Harry 'Tomi Davies if you are looking to become an angel investor or even become a better one. https://lnkd.in/dPdX8Vhb #angelinvestors #angelinvesting #africanstartups

Venture secondaries are experiencing unprecedented growth! Evercore's latest review reveals a record $72 billion in transactions for H1 2024, with venture secondaries playing a significant role. As we see new players like Ballast Investments and Pinegrove Capital Partners making their mark, the landscape for VC secondaries continues to evolve. A promising sign for the industry's future. #VentureCapital #SecondariesMarket #InvestmentTrends https://lnkd.in/dTUMWhcG

One of the main reasons Landscape exists is to help provide transparency for founders navigating the venture capital ecosystem ??? Omri Amirav-Drory at NFX shares his insightful thoughts on how VCs can become assholes over time and explains some faults that may occur even to the best investors. Here are some things to be mindful of when you come across VC investors ???? 1. Being a VC is a tough role when 99% of the time you say "no" whereas, founders tend to be naturally optimistic. 2. They're looking for companies that can generate massive impact to return the fund - known as the power law. It doesn't necessarily mean your business is bad, it just may not be a good fit for the fund strategy. 3. They're typically very time poor - being pulled into meetings, sending e-mails, following up, helping existing portfolio companies, fundraising, conducting due diligence, and the list goes on and on...especially when speed is a founder's advantage. 4. There are inherently cognitive biases in decision-making that prevent investors saying "yes" but company building is a long term game, so what happens today may look very different in a couple of years. I would love to hear your thoughts ??

Explore the latest trends in private equity and venture capital coinvestments in a detailed analysis by S&P Global Market Intelligence. Authored by Dylan Thomas and Annie Sabater, the report highlights a significant decline in the value of limited partner co-investments in H1 2024, despite an increase in the number of deals. Key insights from industry experts at Cleary Gottlieb Steen & Hamilton LLP and Ardian shed light on strategic relationship management and evolving market dynamics. https://lnkd.in/eZ73S_Cs #limitedpartner #limitedpartners #LP