The Peel with Turner Novak cover image

Rethinking Asset Allocation, The Past Present and Future of Venture Capital | Dan Feder, University of Michigan

The Peel with Turner Novak

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Defining Venture, Roll-Ups, and Staying Relevant

Dan proposes clearer labels between 'adventure' and 'venture' capital, examines roll-ups of legacy services and warns about margin mean reversion, and stresses the necessity of relevance for dealflow.

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