article thumbnail

Charting a Course: Building a Winning VC Fund Strategy [Part II]

The Seraf Compass

In Part I of this article we discussed several key concepts of fund investment strategy and how funds are categorized, whether it be by industry, geography, stage, specialty (e.g. Now let's take a closer look at capital allocation strategy and the life cycle of a venture fund. social impact, corporate, etc.) or some other criteria.

strategy 363
article thumbnail

Charting a Course: Building a Winning VC Fund Strategy [Part I]

The Seraf Compass

Putting in place a well-thought-out investment strategy is a crucial component when building a high- performing portfolio of early stage companies, especially if that portfolio is going to generate acceptable returns. And, while your response would be directionally correct, it would be woefully incomplete.

strategy 360
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Why Startups Need a Well Articulated Strategy (And How to Think About Yours)

Both Sides of the Table

I recommend you read Fred Wilson’s recent blog post about the need for a well articulated business strategy before pushing a particular business model. I guess this is the ultimate definition of implementing a business model when you’re not clear on strategy! The Need for Strategy. My take on his argument is this: 1.

strategy 401
article thumbnail

What I Would Look for When Choosing a VC – Knowing What I Know Now?

Both Sides of the Table

Picking a VC is hard. So I thought I’d write about out with what I would look for in a VC knowing what I know now and why. Most VCs are book smart. VCs should be more of a coach than proscriptively telling you what to do. You want a VC who will spar with you but then STFU and let you get on with things.

VC 364
article thumbnail

How To Pitch A Real Estate Tech VC

Dream It

This does not necessarily mean you need to talk about your exit strategy, but founders should provide a roadmap for how they will become a huge company in the future. Founders have to look at what kinds of assets funds have access to, where those assets are, and whether they fit with the growth strategy of the startup.

article thumbnail

What Does the Post Crash VC Market Look Like?

Both Sides of the Table

Pitchbook estimates that there is about $290 billion of VC “overhang” (money waiting to be deployed into tech startups) in the US alone and that’s up more than 4x in just the past decade. What is a VC To Do? I can’t speak for every VC, obviously. What Does the Post Crash VC Market Look Like? super size or super focus.

VC 416
article thumbnail

Why being a VC sucks. Advice to anyone who wants to get into venture capital.

This is going to be BIG.

I usually direct people to this post --still hanging atop the search rankings for " How to be a VC analyst" years later. In VC, no one''s investment gets bought on the first day, or the second day, or the third day. All in all, not exactly a predictable lead sourcing strategy. Well, let me be the first to tell you.