Strategy Defines Success, Not Fund Size

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The competitive landscape in investment can shift dramatically, with only a handful of firms emerging as primary players in a given market. Factors such as company focus—digital health versus enterprise—and location influence these dynamics. While market conditions can become unpredictable, particularly during economic upheavals, it’s crucial for firms to remain grounded in their strategic approach. Adaptability and market awareness are essential; however, a disciplined strategy must drive decisions, not the allure of fund size or rapid financial gains. Maintaining focus on leading investment rounds at various stages, primarily B and C, enables firms to navigate challenges effectively without compromising their foundational principles.

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Todays show:

David Weisburd hosts Dana Johns, Tom Loverro, and Jason Calacanis to discuss secondaries (2:37), VC leverage against startups (23:44), venture capital strategies (29:34), cybersecurity investments (38:03), and more!

Timestamps:

(0:00) David Weisburd intros Dana Johns, Tom Loverro, and Jason Calacanis

(2:37) Secondary pricing signaling a potential VC recovery

(9:53) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.squarespace.com/twist

(11:02) Timeframes, returns for secondary funds, and founders' secondary sales

(15:32) Increasing liquidity in private markets

(22:42) Google Cloud - Accelerate your startup journey with the Google for Startups Cloud Program. Apply at https://startups.google.com/twist

(23:44) VC leverage against startups is near an all time high

(29:34) Venture capital strategies, succession planning, and valuation in the Goldilocks zone

(37:11) Brex - Get the business account trusted by 1 in 3 US startups at https://www.brex.com/twist24

(38:03) Cybersecurity investments, IPO window, and M&A market dynamics

(51:28) Lightning round on latest investments