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