How to Deal With the COVID Hangover

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Jason Johnson: I feel markets closed. Do we think it stays closed? And if so, I have two investments that probably would have IPO this late this year and then great companies. From the perspective of the founders, there's no point even talking about the IPO. So IPOs off the table. That means a lot of employees at that company is a lot of venture firms,. A lot of LPs are not going to get those distributions. What do you think it looks like as we sort of grind it out the next year or two, three; what's your advice for capital allocators and investors as we grind it out? He says add six months here on the way. Don

Jason and Molly chat with Jason Lemkin of SaaStr (01:44). They discuss: advice for new VCs (16:14), the future of SaaS investing (27:37), playing offense as investors (35:50), secondaries and more.

(00:00) Jason and Molly tee up today’s interview show
(01:44) Jason and Molly speak with Jason Lemkin of SaaStr
(14:59) Notion - Get started for free at https://notion.com/thisweekinstartups
(16:14) Jason Lemkin’s advice for new fund managers
(26:16) Microacquire - Sell your business with no fees at https://try.microacquire.com/twist
(27:37) Will SaaS investments continue to be good?
(32:44) What makes Notion so good?
(34:44) AdQuick - Visit https://adquick.com/twist and mention TWIST to get $1000 off your first campaign.
(35:50) What does it mean to play offense? Why should you be playing offense now if you have the runway?
(39:35) Jason Lemkin’s predictions for the next year & advice for capital allocators/investors
(52:25) Are founder secondary sales a red flag?
(1:01:20) Strategies for investors in a down market

FOLLOW Jason Lemkin: https://twitter.com/jasonlk
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FOLLOW Molly: https://twitter.com/mollywood