The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Mark Suster on The Biggest Fundraising Lessons for VCs, Why the Correction in Venture is Still to Come, Why Private Equity Will Replace IPOs and M&A as the Exit Path & The Woke Left and a Trump Administration; What Happens?
May 1, 2024
Mark Suster, a General Partner at Upfront Ventures and a seasoned entrepreneur, shares key insights from his journey in venture capital. He discusses crucial fundraising lessons, emphasizing institutional relationships and the common pitfalls faced by emerging managers. Suster predicts a shift as private equity takes a more prominent exit role, questioning the future of IPOs and M&A. He also reflects on the emotional resilience required in both startups and investing and highlights the importance of evaluating deals thoughtfully amidst current market volatility.
58:34
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Quick takeaways
- Fundraising lessons for VCs include balancing LP relationships and strategic messaging.
- Private equity may replace IPOs and M&A as exit paths due to liquidity challenges.
Deep dives
Impact of Overvaluations on 2021 Market Trends
Valuations in 2021 have surpassed historical norms, leading to a correction period. Notably, top firms like SoftBank, Tiger, Koachu, and Insight heavily influenced the market with marked-up deals. The tendency for peak investments coincides with market peaks, indicating a potential extended correction period.
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