How does venture fit into your organization's overall portfolio?
Philip Rotner
Replied Jun 10
With regard to investment areas, we don't think along the lines of strict asset classes; rather, we talk about investment strategies. People talk about this asset class or that asset class. I find it…
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How are endowments and foundations thinking about opportunities in venture capital?
Priti Mody, Investment Manager
Replied Mar 03
The venture market and asset class will continue to be a large driver of performance for the endowment and the market overall. Our venture portfolio has been the best performing asset class at the en…
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How does your team view the current private equity and venture landscape?
Xing Chen, Chief Investment Officer
Replied Feb 11
Global money supply growth and quantitative easing have created asset price inflation across the world. Specific to PE, record fundraising has been fueled by investors chasing returns that have excee…
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Where should LPs be looking for new opportunities in VC? Are there geographical regions or specific verticals that stand out as primed for investment?
Our investment themes are innovation and inefficiency. We have very flexible wheels to implement our top-down themes. For example, those two things led us to China, India, and the U.S., region-wise. …
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How does venture complement a portfolio oriented more toward the long term?
Jill Frankle
Replied Nov 24
If you look at venture capital, it is a long-term asset class. The time from initial investment to exit for many venture companies ranges between 6 and 8 years. We believe it is important to consiste…
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How do corporate venture capital investors define what is strategic and relevant for their firms?
Jill Frankle
Replied Nov 23
When evaluating prospective opportunities, it is classic due diligence: Has the company established product–market fit? Are there beta customers or a pipeline of customers that you can speak with to …
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As COVID-19 continues to reshape traditional business practices, how can LPs and GPs work together to establish trust in new partnerships?
Jonathan Abrams, Co-founder & General Partner
Replied Nov 10
LPs could generate good will with GPs by committing early, and building real partnerships, rather than waiting to commit until the final close.
What are some good companies that have started in the last recessions?
Joseph Jacks, Founder
Replied Oct 26
One of the partners at OSS Capital and the world's leading Open-Source IP/licensing attorney, Heather Meeker, authored this piece on "Investing in the Red Zone."
https://coss.media/i…
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How can LPs take a more active role in supporting venture fund managers?
Jonathan Abrams, Co-founder & General Partner
Replied Oct 22
LPs could develop programs that can help seed new fund managers with appropriately sized checks, help fund managers get in business with deal warehousing facilities, and have specific efforts to supp…
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Where are foundations and endowment LPs looking for new opportunities in VC investment?
Amy Chen, CIO
Replied Oct 19
In the last year we've allocated to Europe more than other international markets. European venture has been much more attractive from a value-orientation than the U.S. It's much more focused on reven…
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