The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch 20VC: Why Fund Sizes Should Be Smaller, Should Founders Also Have Their Own Funds, Is Emerging Markets Investing Gone, Is Fintech Investing Dead & Who Will Be The Winners and Losers in VC in the Next 10 Years with Sheel Mohnot, Co-Founder @ BTV
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Jul 14, 2023 Sheel Mohnot, Co-Founder at Better Tomorrow Ventures, dives deep into the world of venture capital, advocating for smaller fund sizes to better align with founders. He discusses the mistakes VCs made during the bull market and shares insights about future trends, including the roles of micro-funds and solo-GPs. Mohnot evaluates the shifting fintech landscape, emphasizing the resilience of the sector and the impact of macroeconomic factors on emerging markets. Get ready for a fresh perspective on who will thrive in VC over the next decade!
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Fund Size Dilemma
- Venture capital is in a prisoner's dilemma regarding fund sizes.
- Increasing fund sizes necessitates higher returns, making smaller funds potentially more beneficial.
Fund Size and LP Dynamics
- Larger fund sizes can lead to price agnosticism during investments.
- Many LPs have withdrawn, yet significant capital, like Saudi Arabian investments, remains in the market.
Fund Size Strategy
- Base fund size on check size and follow-on strategy, not solely on external pressures.
- Consider the implications for follow-on investments when determining initial fund size.