Limited Partner Unlocked: Michael Kim Cendana Capital on the Emerging Manager landscape, fundraising, and the need for liquidity
Venture Unlocked: The playbook for venture capital managers
by Samir Kaji
1w ago
Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape. We are back with another LP-focused episode with Michael Kim, Founder of Cendana Capital. Michael shares how he started Cendana around his thesis (at the time very early) of backing small, emerging managers. This led to early investments in firms such as IA ventures, Forerunner, and Lerer Hippeau. During our discussion, we chatted about what qualities he’s seen in great emerging managers as well as his thoughts on portfolio construction. We also get into the challenges of ra ..read more
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LP Unlocked shorts: What We're Hearing about Venture Liquidity with Meghan Reynolds of Altimeter
Venture Unlocked: The playbook for venture capital managers
by Samir Kaji
1M ago
Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape. Today we have another version of Venture Unlocked shorts, and this time it will be focused on topics within the GP/LP world. Joining me again is Meghan Reynolds, who leads capital formation at Altimeter Capital.  This time we discuss the significant liquidity challenges in the venture capital market, focusing on the concerns of LPs about funding future capital calls and the longer wait times for returns. With a decline in public offerings and exits, LPs and GPs are now ..read more
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What's happening at the seed stage? Featuring Jenny Fielding, Kirby Winfield, and Nate Williams
Venture Unlocked: The playbook for venture capital managers
by Samir Kaji
2M ago
Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape. This week we're doing another special roundtable discussion with a focus on the seed stage market. Joining us are Jenny Fielding of Everywhere Ventures, Kirby Winfield of Ascend, and Nate Williams of UNION Labs. This whole conversation was focused on seed stage investing. We spent most of our time discussing how the market reset affects seed-stage decision-making, fund sizing, and reserve strategies. We also touched on what they are seeing and hearing from LPs that invest in ..read more
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The Craft of Venture Capital with David Sacks
Venture Unlocked: The playbook for venture capital managers
by Samir Kaji
2M ago
Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape. We are thrilled to bring you a conversation with David Sacks, Founder and Partner of Craft Ventures. Based in San Francisco, Craft was founded in 2017 and currently has over 3 billion in assets under management. Across the last three decades, David has been incredibly influential as an investor, entrepreneur, and public thought leader. When starting Craft, he was able to draw from his deep operating background, having worked as an early leader at PayPal, and then later found ..read more
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Adam Bain of 01 Advisors on scaling Twitter from 0 to $1B+, being coached by Bill Campbell, and why they don't take board seats
Venture Unlocked: The playbook for venture capital managers
by Samir Kaji
3M ago
Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape. This week we are pleased to be joined by Adam Bain of 01 Advisors, a San Francisco-based firm with nearly $1 billion under management. Adam and his partners, including Dick Costolo, have taken a very different approach to the venture model, drawing from their experiences as operators. While Adam was COO and Dick was CEO at Twitter, they helped the company scale from zero to in revenue as fast as any consumer tech company in history. During this time, they spent a significant ..read more
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Limited Partner Unlocked shorts: What we're Hearing from LPs with Meghan Reynolds of Altimeter
Venture Unlocked: The playbook for venture capital managers
by Samir Kaji
4M ago
Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape. Today we have another version of Venture Unlocked shorts, and this time it will be focused on topics within the GP/LP world. Joining me for this around-the-water-cooler recurring series is Meghan Reynolds, who leads capital formation at Altimeter Capital.  Meghan recently attended iConnections in Miami, one of the biggest global capital intro summits in the world, which served as inspiration for this episode. We discussed what she observed during the summit, including h ..read more
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Khosla Venture's Samir Kaul on building an iconic, durable firm, and the role of non-consensus decision making
Venture Unlocked: The playbook for venture capital managers
by Samir Kaji
4M ago
Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape. We have a conversation with Samir Kaul from Khosla Ventures.  Founded in 2004, Khosla is one of the largest and most well-known venture capital firms in the world and led by legendary investor and entrepreneur Vinod Khosla. The firm is known for investing in companies that are solving very large and complex problems. The firm currently has over $15B in AUM investing in companies such as Square, Doordash, Stripe, OpenAI, and Impossible Foods. During the episode, we cover ..read more
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Venture Unlocked Shorts: Why VC has gone mainstream and the parallels to private equity and hedge funds
Venture Unlocked: The playbook for venture capital managers
by Samir Kaji
5M ago
Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape. As we continue to grow Venture Unlocked, we are now going to release short conversations highlighting a specific point of view of our guest. These points of views may come through a tweet, an article, or conversation, and our goal is to unpack these interesting views in short form.  Our first guest in this format is Ed Suh Founder and Managing Partner of Alpine Ventures. Ed recently penned a tweet that I thought was interesting around the evolution of venture and the pa ..read more
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The opportunity outside of Silicon Valley and how to build a strategic LP base with Brendan Wales and Kellan Carter of FUSE
Venture Unlocked: The playbook for venture capital managers
by Samir Kaji
5M ago
Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape. We are excited to bring on Brendan Wales and Kellan Carter, Co-Founders and GPs of FUSE.  Founded in 2020 with a thesis centered around the growth of the Pacific Northwest ecosystem, a geography both of our guests know well. With its just-announced close of a $250MM Fund 2, FUSE has a total AUM of just over $420MM.  During our conversation, we covered the strategic nature of LP composition and how venture funds should think about their servicing model to founders ..read more
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Meet The Expert Series: Matt Trotter of Stifel Bank on the state of the venture debt market, and how investors & startups should approach the credit markets today
Venture Unlocked: The playbook for venture capital managers
by Samir Kaji
5M ago
Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape. On this special meet the expert episode, we are discussing the venture debt market with Matt Trotter, a Managing director within Stifel Bank’s Venture division. Stifel Bank was established in St. Louis, MO in 1890 and is an independent investment bank with the mission to help individuals pursue financial goals, businesses and organizations raise and protect capital, and communities offer a higher quality of life. Given the dislocation of the regional banking market in early ..read more
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