Deep Dive on Series A - Nick & Beezer co-host Beth Ferreira, Firstmark
Origins - Inside Venture Capital, Hosted by a GP and an LP
Why People Can't Price the A
I can say consistently in every annual meeting we've been going to with our pre-seed and see funds They talk about how Much larger funds are playing at seed and not doing the series A's Even though that's really the bread and bucket. It just feels like an odd intermix of when will this behavior change? When do we think it's going to change that last prediction? I think it's 2024 Yeah Really? I Think it's gonna get worse before it gets better And um, you know, I'd say maybe second quarter 2024 Jerome pals of the banks are banks are stable though No, don't worry. Nothing to worry about here. There's only negative indicators versus positive rate
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