Hunter Walker

AUGUST 8, 2023

Obvious caveats to my POV here, most specifically: exposure is limited to largely the US/SiliconValley ecosystem, driven by our own portfolio, my friends and co-investors, the funds I’m a LP in, and our institutional LP relationships. Lower performing VCs will disappear faster and new entrants will differentiate themselves.

Portfolio 118

Portfolio Cap Table LP Valuation 118

Version One Ventures

JANUARY 31, 2024

Areas of interest: crypto, climate, deep tech, India (& any truly unique/differentiated strategy) Must focus on pre-seed/seed, ideally < $20m fund size. The first is the fund that you would ideally raise if LP capital was not a constraining factor. In my opinion, a warm intro is even more important for emerging managers.

LP 72

LP Differentiation Deal Flow India 72

The Equity Kicker

JULY 8, 2019

This is what brings us to the second big difference: the cost of Applied Venture is too large to finance from a standard VC management fee. . Different funds finance the cost of these teams with a differing weighting of asking portfolio companies to pay for services, larger than normal management fees, and reduced compensation for partners.

Portfolio 84

Portfolio LP Venture Capital Partner 84

Hunter Walker

MAY 18, 2015

These managers sit in our Privates bucket and are therefore expected to beat the public markets by at least 4.5%. An addition to the portfolio typically offers some differentiation or new value proposition. We probably meet with twenty venture managers a year. thanks Anne!

LP 48

LP Portfolio Early Stage Institutional Investors 48

Both Sides of the Table

JULY 23, 2014

At the other end of the spectrum large funds have gotten even larger in the past few years which has massively increased the amount of consolidation in our industry as 66% of LP money into venture is now concentrated in late-stage or full-cycle VCs. Why is this? and the bigger funds can’t get in directly.

Technical Review 398

Technical Review Venture Capital Valuation Pre-Money Valuation 398

Start Up Blog

APRIL 29, 2013

Residents are collaborating to start, finance and manage public works projects and proving they can bootstrap a better job themselves. Recent growth in digital social networks has served as a reminder on what differentiates our species. They are now reclaiming their cities and circumventing the planning doctrine.

Uruguay 123

Uruguay Technical Review Vertical Las Vegas 123

Both Sides of the Table

JANUARY 16, 2012

These include building products, recruiting, managing your finances, marketing, selling, getting feedback from customers and … fund raising. ” What he meant was that since your scarcest resource as a manager or sales rep is your time you need to qualify better. People who manage processes make more sales. why buy me?

Developer 366

Developer Silicon Valley PR Las Vegas 366

Both Sides of the Table

MARCH 6, 2017

So LPs are looking for a combination of “established top tier” and “new managers with differentiation.” Chang Xu for her tireless effort in helping me prepare and analyze the data) If you met with LPs to raise a fund in 2009–2012 the most common refrain was, “We have too many managers and too many dollars in venture.

LP 286

LP Silicon Valley Venture Capital Startup 286