Navigating Capital Allocation and Founder Independence

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Todays show:

David Weisburd hosts Dana Johns, Tom Loverro, and Jason Calacanis to discuss secondaries (2:37), VC leverage against startups (23:44), venture capital strategies (29:34), cybersecurity investments (38:03), and more!

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Timestamps:

(0:00) David Weisburd intros Dana Johns, Tom Loverro, and Jason Calacanis

(2:37) Secondary pricing signaling a potential VC recovery

(9:53) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.squarespace.com/twist

(11:02) Timeframes, returns for secondary funds, and founders' secondary sales

(15:32) Increasing liquidity in private markets

(22:42) Google Cloud - Accelerate your startup journey with the Google for Startups Cloud Program. Apply at https://startups.google.com/twist

(23:44) VC leverage against startups is near an all time high

(29:34) Venture capital strategies, succession planning, and valuation in the Goldilocks zone

(37:11) Brex - Get the business account trusted by 1 in 3 US startups at https://www.brex.com/twist24

(38:03) Cybersecurity investments, IPO window, and M&A market dynamics

(51:28) Lightning round on latest investments

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Mentioned on the show:

https://pitchbook.com/news/articles/aging-vc-funds-secondary-stakes-market-limited-partner-exits

https://www.secondariesinvestor.com/blackstone-plans-to-launch-biggest-secondaries-fund-yet

https://news.crunchbase.com/cybersecurity/cybersecurity-funding-venture-wiz-ai-cyera

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Follow Dana:

LinkedIn: https://www.linkedin.com/in/danasjohns

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Follow Tom:

X: https://x.com/tomloverro

LinkedIn:https://www.linkedin.com/in/tomloverro

Check out: https://www.ivp.com/

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Follow David:

X: ⁠⁠https://twitter.com/DWeisburd⁠⁠

LinkedIn: ⁠⁠https://www.linkedin.com/in/dweisburd⁠⁠

Check out: ⁠⁠https://10xcapital.com

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Follow Jason:

X: https://twitter.com/Jason

LinkedIn: https://www.linkedin.com/in/jasoncalacanis

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Thank you to our partners:

(9:53) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.squarespace.com/twist

(22:42) Google Cloud - Accelerate your startup journey with the Google for Startups Cloud Program. Apply at https://startups.google.com/twist

(37:11) Brex - Get the business account trusted by 1 in 3 US startups at https://www.brex.com/twist24

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Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland

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Check out Jason’s suite of newsletters: https://substack.com/@calacanis

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