Investors in Venture Capital funds are presented with a dilemma: top-decile performers capture most of the asset class's alpha, yet it's quasi-impossible to get access to established funds with stellar track records. Many turn to "younger" firms, called Emerging VCs, with various fates. The "super power law" is even more entrenched in this category, where| The VC Factory › Mindset-Based Investing
What are the key considerations VCs use in startup valuation? How can Founders optimize their companies' value? What are the current market levels?| The VC Factory | Mindset-Based Investing
This article unpacks the main factors at play in Venture Capital today, helping VC managers position their next fund and "play the game on the field."| The VC Factory | Mindset-Based Investing
A data-based analysis of the "Super Power Law" in Venture Capital, highlighting that few VC firms generate the bulk of returns—and how LPs can identify them.| The VC Factory › Mindset-Based Investing
Mindset-Based Investing is recognizing that success in Venture Capital depends primarily on the Investor’s mindset—not technical metrics LPs use.| The VC Factory › Mindset-Based Investing
The legendary Investor Arthur Rock, who practically invented Venture Capital, drilled entrepreneurs to understand how lucid they were about their venture. Isn't overconfidence a force in entrepreneurs?| The VC Factory › Mindset-Based Investing
In this post, I use Bill Gurley 's Google story to describe the mentality Venture Capital Investors need to achieve top-decile returns in their funds.| The VC Factory | Mindset-Based Investing
Explore the calculation of Venture Capital returns and the valuation of VC portfolios for informed investment decisions.| The VC Factory | Mindset-Based Investing
