Private Equity

Friday Letter

Friday Letter: Considerations for story of the year

Lots of choices for what best describes the venture landscape in 2021, but fundraising, LP impacts and diversity are among the top choices.

4 min read · 19 November 2021

Friday Letter: The number of female founders is a bellwether for VC

Funding for start-ups founded by women is surging in 2021. That's due in large measure to the growth of female investors and GPs.

2 min read · 12 November 2021

Friday Letter: The VCJ 50 and how venture is surging

Our latest research on the top fundraisers worldwide shows how venture has swelled in the last year.

2 min read · 05 November 2021

Friday Letter: Sequoia's gambit is low risk

Sequoia Capital is now an RIA and calls its new fund structure 'a fundamental disruption to the venture capital model.' LPs will only stand to benefit.

3 min read · 29 October 2021

Friday Letter: 'Anyone with a track record can raise a fund today'

Anecdotally and statistically, first-time fund managers have not had much success amid the pandemic. But their fortunes could certainly turn soon, thanks to an increase in liquidity and the growing presence of family offices.

2 min read · 22 October 2021

Friday Letter: Takeaways from our NY conference

There was talk of emerging managers, ESG and diversity at our in-person conference in NY. One fund manager is quietly optimistic about diversity in VC.

3 min read · 08 October 2021

Friday Letter: Returning to the in-person conference

Looking forward to our New York conference and what investors are thinking about.

2 min read · 01 October 2021

Friday Letter: The seed explosion creates frenemies

Greylock's largest pool of capital for seed deals comes as more mega-funds are pouring into the seed-stage. The question is: how will this impact the pure seed-stage investor?

2 min read · 24 September 2021

Friday Letter: SPACs due to have their Cinderella moment, says IVP's Liaw

In a virtual event held by late-stage investor IVP, GP Eric Liaw talks about how SPACs may have slowed for now, but the clock is ticking on the two-year rule.

3 min read · 17 September 2021

Friday Letter: LP interest in venture is growing

Different Funds reports that VC funds today have more LPs in a given investment vehicle than ever before.

3 min read · 10 September 2021

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