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5min chapter
Capital Formation and the LP / GP Relationship (with Altimeter’s Meghan Reynolds)
ACQ2 by Acquired
LPs - What Are the Conversations You've Had on Twitter?
Twitter has been an interesting exercise, it's really forced me to distill the nature of the conversations that I'm having with LPs starting about nine months ago. There was so much anxiousness around portfolio exposures, about risk in the portfolio,. The pace at which things were happening, about fundraising, pacing. You know, the LPs are a great leading indicator of where bubbles and excesses in the market. When things go wrong, the LP motion is, I need to understand where I have exposure to this immediately.
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