Origins - Inside Venture Capital, Hosted by a GP and an LP Minisode: How Novel Strategies Become the Venture Industry’s Standard
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May 20, 2025 Explore how unique venture strategies evolve into industry standards, as hosts dissect the journey from pre-seed investing to mainstream practices. Discover the importance of counter-positioning and its impact on maintaining relevance in a competitive market. The conversation also highlights the challenges of fundraising, emphasizing the significance of timing, trust, and communication with investors. Plus, gain insights into the strategic choices that emerging managers face in expanding their market reach.
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Advice on Early Fundraising
- Raising a fund 12 to 18 months early requires confidence in securing commitments to avoid losing LP trust. - Confirm real LP interest early to ensure smooth fundraising and maintain strong LP relationships.
From Counter-Positioning to Standard
- Counter-positioning tactics that initially differentiate firms can become market norms over time. - Maintaining relevance requires evolving beyond original unique strategies as they become standard industry practice.
Keep Evolving Your Narrative
- Continuously experiment and evolve your firm’s narrative to stay relevant in venture capital. - Firms that do not adapt risk losing distinctiveness even if they are good investors.