This Week in Startups

2024 VC trends, portfolio construction, & more with Churchill's Raja Doddala | E1914

Mar 14, 2024

01:03:48

Snipd AI

In this podcast, Jason Calacanis and Raja Doddala discuss the competitiveness in pre-seed, seed, and series A funding rounds. They also explore portfolio construction and the future of the VC industry. Additionally, they touch upon trends in exit values and the differences between mega funds and smaller funds.

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Quick takeaways

Decline in cash investments in pre-seed & seed rounds indicates a return to normal VC funding pace.

Impact of investment strategies across venture stages highlights metrics changing from product-market fit to revenue growth.

Importance of portfolio diversity, risk management, & market dynamics in venture funding for optimal returns.

Deep dives

Shift in Venture Capital Environment

The podcast episode discusses a decline in cash investments in pre-seed and seed rounds, reaching a 13-quarter low. This decrease in funding is seen as a return to a more normal pace in venture capital funding after a period of exuberance. The dangers of excessive capital investment without significant milestones or groundwork are emphasized, highlighting the cyclical nature of venture capital trends.

Predictability and Growth in Scaling a SaaS Business

01:06

Learning from the Cycle of Venture Capital Investment

02:14

Introduction

2min

Venture Capital Trends: Returning to Normalcy

6min

Analysis of Pre-Seed and Seed Funding Trends along with B2B Marketing Challenges and Solutions

3min

Evolution of Investment Criteria and Investor Landscape

8min

Investment Strategy: Early-stage Funds and Co-investments for Potential IPOs

4min

Navigating Exit Values in Venture Capital Investments

5min

Analysis of Venture Exits & Fund Returns, Business Development Challenges, and Sponsorship Ad for DevSquad

4min

Navigating the Complexities of Venture Capital Investment Strategy

20min

Navigating the Impact of AI in Venture Capital

12min

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Todays show:

Jason Calacanis welcomes Churchill Asset Management’s Raja Doddala to the show to discuss startups and the VC market in 2024. They dive into the competitiveness in pre-seed, seed, and series A (10:40),

portfolio construction (30:24), the future of the vc industry (50:59), and much more!

Timestamps:

(00:00) Jason welcomes Churchill Asset Management’s Raja Doddala to the show

(1:52) Trends in pre-seed and seed deal values

(9:19) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://linkedin.com/angelpod

(10:40) Competitiveness and predictability in pre-seed, seed, and series A

(21:28) Mantle - Get your first 12 months free at https://withmantle.com/TWIST

(22:46) Trends in exit values

(29:19) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist

(30:24) Exploring portfolio architecture and the difference between mega funds and smaller funds

(50:59) Prospects in the vc over the next few years and the rise of the next generation

(59:26) The role of secondary sales in venture capital and importance of liquidity for VC funds