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Origins - Inside Venture Capital, Hosted by a GP and an LP
Venture market deep dive with Beezer Clarkson
Sep 20, 2022
In this podcast, Beezer Clarkson of Sapphire Partners discusses the current state of the VC and LP markets, the impact of liquidity on budget setting for LPs, the challenges faced by GPs in reflecting reality and facing valuation challenges, the cyclical nature of the venture market and the impact of COVID-19, and the future outlook for the market.
53:16
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Quick takeaways
- Increased fundraising by venture funds in 2022 driven by large funds like Tiger, while newer funds may face challenges in fundraising.
- LPs are taking the time to evaluate the health and performance of their portfolios and considering the impact of liquidity constraints on investment decisions.
Deep dives
The current state of the LP and venture ecosystem
The podcast episode discusses the current state of the market across the LP and venture ecosystem. Despite the world slowing down and the stock market experiencing difficulties, more money has been raised by venture funds in 2022 so far than in 2021. However, this increased fundraising is mostly driven by very large funds, such as Tiger, and newer funds may face challenges in fundraising. LPs are reflecting on their portfolios, recalibrating, and being more selective in their investments. Liquidity considerations and the impact of macro factors on budgets are also influencing investment decisions.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode