Semil Shah (Haystack VC) On The LP Landscape, Advice For Founders, And The "chocolate Chip Cookie Company" Fallacy The Road Untraveled: VC Perspectives With Brian Hollins podcast

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Trading Business Brian Hollins

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The Road Untraveled: VC Perspectives with Brian Hollins « »
Semil Shah (Haystack VC) on the LP landscape, advice for founders, and the "chocolate chip cookie company" fallacy

4y ago 23:44

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M4A•Episod hem

Innehåll tillhandahållet av Brian Hollins. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Brian Hollins eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Semil Shah, Managing Partner, Haystack VC

Key Takeaways:

1) LP's struggle to deploy capital without face to face opportunities, so emerging managers are not being funded as quickly as they hoped. On the flip side, many LP's are excited about the pending reset in asset prices from a downturn, and funding may pick up sooner than expected as they search for improved returns over the next decade.

2) The investors that are able to play offense through these times have triaged the portfolio effectively and are now focused on upside maximization.

3) COVID provides tailwinds, but many of these tailwinds are obvious in times like this (telemedicine, online education, collaboration software, etc). Funds should be careful before building a portfolio just off of the current times.

… continue reading

59 episoder

#Trading #Business #Brian Hollins

Artwork

Semil Shah (Haystack VC) on the LP landscape, advice for founders, and the "chocolate chip cookie company" fallacy

The Road Untraveled: VC Perspectives with Brian Hollins

13 subscribers

published 4y ago

Dela

M4A•Episod hem

Innehåll tillhandahållet av Brian Hollins. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Brian Hollins eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Semil Shah, Managing Partner, Haystack VC

Key Takeaways:

1) LP's struggle to deploy capital without face to face opportunities, so emerging managers are not being funded as quickly as they hoped. On the flip side, many LP's are excited about the pending reset in asset prices from a downturn, and funding may pick up sooner than expected as they search for improved returns over the next decade.

2) The investors that are able to play offense through these times have triaged the portfolio effectively and are now focused on upside maximization.

3) COVID provides tailwinds, but many of these tailwinds are obvious in times like this (telemedicine, online education, collaboration software, etc). Funds should be careful before building a portfolio just off of the current times.

… continue reading

59 episoder

#Trading #Business #Brian Hollins

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