5min chapter

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch cover image

20VC: Is Now Really the Best Time to Be Investing? WTF is Happening at Growth Stage Investing? Why VCs Have Gotten Lazy Over the Last 2 Years? Investing Lessons from Hitting with Braze and Missing with Snowflake with Logan Bartlett, Managing Director @ Re

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

CHAPTER

Is Your Portfolio Worth What It Was Six Months Ago?

It's a function of stage initially. What is a series a worth in today's environment versus what it was six months ago or nine months ago? If the company's 15x in the last 18 months, then you could say, hey, should we write this up altogether? At the later stages, I do think there's a handful of these businesses that if you're holding at the last round price, you're probably being a little superficial in your analysis. These are very illiquid private valuations until these things are in the public markets or until they trade hands. It's really hard to put the price to any of this stuff. And so just having a discipline structure of how you

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