Liquidity
Liquidity
Jason Calacanis
E2: Series A valuations, M&A, and MANG with Jason Shuman and Raja Doddala
57 minutes Posted Feb 9, 2024 at 9:50 pm.
) David Weisburd hosts Jason Shuman, Raja Doddala Jason Calacanis to dive into the world of VCs, LPs and GPs
) A look at the encouraging trends in startup valuations as we head into 2024
) Delving into the intricacies of current valuation methods and key aspects investors should be cautious about
) Examining the balance of demand and supply in the seed funding stage of new startups
) Insights on how venture capitalists can secure the most sought-after deals in today's competitive market
) Discussion about M.A.N.G., a rising player in the venture capital scene
) Exploring the unique and often controversial practice of round-tripping in the venture capital industry
) A detailed look at Lexington's successful raising of $22.7 million in secondary investments
) Benchmark for when to consider selling out of positions
) Approaches to portfolio construction and follow-on investments
) Observing the recent increase in mergers and acquisitions activity within the industry
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57:37
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Show notes
Today’s show:
David Weisburd hosts Jason Shuman, Raja Doddala, and Jason Calacanis to dive into 2024 startup valuation trends, insights on how VCs can secure great deals in a competitive market, a detailed look at secondary deals, and more!
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Timestamps:
(
0:00) David Weisburd hosts Jason Shuman, Raja Doddala Jason Calacanis to dive into the world of VCs, LPs and GPs
(
00:45) A look at the encouraging trends in startup valuations as we head into 2024
(
4:13) Delving into the intricacies of current valuation methods and key aspects investors should be cautious about
(
8:00) Examining the balance of demand and supply in the seed funding stage of new startups
(
12:39) Insights on how venture capitalists can secure the most sought-after deals in today's competitive market
(
19:12) Discussion about M.A.N.G., a rising player in the venture capital scene
(
25:39) Exploring the unique and often controversial practice of round-tripping in the venture capital industry
(
31:40) A detailed look at Lexington's successful raising of $22.7 million in secondary investments
(
37:38) Benchmark for when to consider selling out of positions
(
43:34) Approaches to portfolio construction and follow-on investments
(
52:40) Observing the recent increase in mergers and acquisitions activity within the industry
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Great 2023 interviews: ⁠Steve Huffman⁠, ⁠Brian Chesky⁠, ⁠Aaron Levie⁠, ⁠Sophia Amoruso⁠, ⁠Reid Hoffman⁠, ⁠Frank Slootman⁠, ⁠Billy McFarland⁠
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