Liquidity cover image

Liquidity

E2: Series A valuations, M&A, and MANG with Jason Shuman and Raja Doddala

Feb 9, 2024
57:37

Today’s show:

David Weisburd hosts Jason Shuman, Raja Doddala, and Jason Calacanis to dive into 2024 startup valuation trends, insights on how VCs can secure great deals in a competitive market, a detailed look at secondary deals, and more!

*

Timestamps:

(0:00) David Weisburd hosts Jason Shuman, Raja Doddala Jason Calacanis to dive into the world of VCs, LPs and GPs (00:45) A look at the encouraging trends in startup valuations as we head into 2024 (4:13) Delving into the intricacies of current valuation methods and key aspects investors should be cautious about (8:00) Examining the balance of demand and supply in the seed funding stage of new startups (12:39) Insights on how venture capitalists can secure the most sought-after deals in today's competitive market (19:12) Discussion about M.A.N.G., a rising player in the venture capital scene (25:39) Exploring the unique and often controversial practice of round-tripping in the venture capital industry (31:40) A detailed look at Lexington's successful raising of $22.7 million in secondary investments (37:38) Benchmark for when to consider selling out of positions (43:34) Approaches to portfolio construction and follow-on investments (52:40) Observing the recent increase in mergers and acquisitions activity within the industry


*

Subscribe to This Week in Startups on Apple: ⁠https://rb.gy/v19fcp⁠

*

Check out Churchill Asset Management here: ⁠https://www.churchillam.com/⁠

Check out Primary Ventures here: ⁠https://www.primary.vc/⁠

Check out David’s other podcast here: ⁠https://www.youtube.com/channel/UCncFI0XEvTu7k4er6BgVN9g⁠

*

Follow at:

X:

⁠https://twitter.com/JasonrShuman⁠

⁠https://twitter.com/rdoddala⁠

⁠https://twitter.com/DWeisburd⁠

⁠https://twitter.com/Jason⁠

*

LinkedIn:

⁠https://www.linkedin.com/in/dweisburd⁠

⁠https://www.linkedin.com/in/jasoncalacanis⁠

⁠https://www.linkedin.com/in/rajadoddala⁠

⁠https://www.linkedin.com/in/jasonshuman/⁠

*

Great 2023 interviews: ⁠Steve Huffman⁠, ⁠Brian Chesky⁠, ⁠Aaron Levie⁠, ⁠Sophia Amoruso⁠, ⁠Reid Hoffman⁠, ⁠Frank Slootman⁠, ⁠Billy McFarland⁠

*

Check out Jason’s suite of newsletters: ⁠https://substack.com/@calacanis⁠

*

Follow TWiST:

Substack: ⁠https://twistartups.substack.com⁠

Twitter: ⁠https://twitter.com/TWiStartups⁠

YouTube: ⁠https://www.youtube.com/thisweekin⁠

*

Subscribe to the Founder University Podcast: ⁠https://www.founder.university/podcast

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

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

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