The Logan Bartlett Show cover image

EP 43: Semil Shah (Partner, Haystack) - The State of Venture, Investing in Figma, Hashicorp, Doordash and Almost Investing in Coinbase

The Logan Bartlett Show

00:00

The Difference Between Getting the Money Back and Seeing It on Your Plate

The difference between actually getting the money back versus seeing it on your plate is a pretty meaningful one, particularly right now. Cost basis is going to be something that sophisticated LPs look at. I think they'll look at the portfolio construction more so I could come to you and say, "I would never tell you in any fund like what's going to happen"

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app