AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
Capital Formation and the LP / GP Relationship (with Altimeter’s Meghan Reynolds)
ACQ2 by Acquired
LPs - Is There a Bottoms Up Approach to Fundraising?
In conversation with LPs, you've heard we want the financial statements of all your companies so we can build our own valuation model. It's not that they're asking for like their direct financials. It's a help me understand revenue growth rates. Walk me through your portfolio company by company or at least value drivers. Right. And then also help me understand what this may be worth in the future. Like what are the prospects for this? As an LP, I'm trying to model out what your returns, your unrealized returns, what could be expected from that and get a sense of whether what you've been investing more recently would actually translate to three X plus returns or top quart
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode