Capital Allocators – Inside the Institutional Investment Industry Chris Douvos – The LP’s Perspective from Ahoy Capital, Venture is Eating the Investment World 2 (Capital Allocators, EP.230)
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Jan 10, 2022 Chris Douvos, Founder and Managing Director of Ahoy Capital, shares his nearly two decades of venture capital experience. He dives into the current venture landscape, emphasizing the challenges of rising valuations and the shift towards seed investing. Chris also discusses the dynamics of talent competition in tech, including the impact of wage inflation and remote work opportunities. With insights on collaborative ecosystems and the evolving skills needed for success, he provides a comprehensive view of navigating today's investment world.
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Venture Landscape Overview
- Venture capital is experiencing a period of rapid growth and high valuations, driven by cheap money and strong returns.
- This creates a frenzied environment with increased deal flow and shorter decision timelines.
Seed Stage Funding Trends
- Seed stage deal sizes and valuations have increased significantly, with companies raising more money earlier.
- Established venture firms are creating dedicated seed funds, increasing competition and valuations.
Navigating Frothy Markets
- Even in frothy markets, there are pockets of opportunity, but systemic success requires careful selection.
- Look for managers leveraging ecosystems like university-led initiatives to punch above their weight.