Veteran investor and founder of Helios Capital, Samir Arora commented on the inexplicable enthusiasm of fund managers to buy shares that are witnessing heavy selling by promoters or major shareholders. Arora, in a post on the X platform (formerly Twitter), wrote that he has never seen this attitude before in his three decades as a fund manager. He wrote, "In my 30 yrs as a Fund Managers, I have never seen fund mgrs/investors get so excited when management/promoters/major shareholders (PE funds etc.) are selling big blocks." In a response to a comment, Arora wrote that this wasn't a phenomenon in one particular stock but across many stocks. In a sarcastic tone, Arora added what he thinks the fund managers' thinking might be: "Fund mgr: ohhhh, big block is coming. Let me quickly put in a big bid before they decide to sell even more. Good things must be about to happen otherwise why would they sell. Also it is our collective duty to get the selling shareholders a good exit price." https://lnkd.in/dxRkb6RH
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PE Firm Differentiation - how LPs think about firms, funds & investors I saw a great insight on Twitter from Ho Nam which relates broadly to any investment firm including PE, hedge funds, etc.: Ho Nam posted: "Everyone sounds the same... the [Investors / GP] don’t see it themselves. But if you ask any LP which meets hundreds of managers a year, they will confirm. It’s hard to stand out from the crowd. [Investors / GPs] must think deeply about how to be different. It’s not just a pitch - to truly *be* different, you have to commit to a continual process that takes you down a different path." P.S. There are 8,000+ active global PE firms and only a couple of effective strategies to differentiate - some of them seem simple but are not easy. Example - GTM Edge, deep hands-on expertise in scaling sales & revenue growth. Seemingly simple for any PE fund, but not easy and far more nuanced than what meets the eye. --------- #pe #privateequity #lp #differentiation #business
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Andreessen Horowitz clarified recent speculation about entering private equity, stating in an SEC filing that it intends to manage a fund for investments in the private equity asset class. However, this fund is part of a16z Perennial, originally created to manage funds for its own partners and later expanded to include tech ecosystem members. It functions more as a multi-family office, offering services from investment management to tax planning. While clients will gain access to curated private equity managers, Andreessen Horowitz itself does not plan to raise a direct private equity fund at this time. Read More Here: https://lnkd.in/ecuBFHV8 Axios Dan Primack Branded Hospitality Ventures #venturecaptal #privateequity #hospitality #entertainment Kevin Dulsky Peter Levine Peter Blackwood Brad Kern Sarah Wang Stacy D'Amico Phil Hathaway
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Venture capitalists and private equity gurus, this one's for you! Juggling portfolio performance, compliance, and complex investments? Check out our blog to see how Taghash is the solution for simplified fund management: https://lnkd.in/dEeQw_Ub
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Jeff Becker ’s insights resonate deeply, where its about Funded startup or in product development. Safe choices can lead to stagnation; innovation requires standing out. In mobile and web app development, creating unique, user-friendly solutions is crucial. This aligns with the need for understanding different investment strategies—both fields require looking beyond the "average" to succeed. Actually Mobile ,web or any software startup are actually a ventures from investors, that's why its resonates. Jiyun H. your point about understanding different fund models highlights the importance of tailored strategies in product development. Just like fund managers need to know the specifics of their investments, creating standout mobile and web apps means knowing your market and offering something truly unique. #StartUps #MobileAppDevelopment #Flutter #MERN #WebApplicatios #CRM #Dashboards #ERP
Investing in Founders at Antler. Previously LinkedIn. Author of Inevitable & Monday Morning Meeting.
2,725 venture firms disappeared over the last two years. To be better than average, you need to be different than average. To make money, you need be right when others are wrong. The same applies to choosing fund managers, and understanding the fund models you’re investing in. Inception funds and pre-seed institutions are a different product for allocators than early stage VC funds. Different underlying math. Different nuances to understand. https://lnkd.in/eu5j4Dr4 #venturecapital #vc #familyofffice #fundoffunds Antler
Inception Funds vs. Early Stage VC
mondaymorning.substack.com
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2,725 venture firms disappeared over the last two years. To be better than average, you need to be different than average. To make money, you need be right when others are wrong. The same applies to choosing fund managers, and understanding the fund models you’re investing in. Inception funds and pre-seed institutions are a different product for allocators than early stage VC funds. Different underlying math. Different nuances to understand. https://lnkd.in/eu5j4Dr4 #venturecapital #vc #familyofffice #fundoffunds Antler
Inception Funds vs. Early Stage VC
mondaymorning.substack.com
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#181 My #VC "Rule of 50", Ownership, Fund Model Impacts. Quick math: A) VC fund wants to 3x B) On avg, assume a fund owns 10% at entry but only 6% at exit exit (dilution)! C) Multiply fund size by 50 and that's the total exit value fund needs to 3x. Read more here! #VentureCapital #OpenLP
#181 My VC "Rule of 50", Ownership, Fund Model Impacts
thefundcfonewsletter.beehiiv.com
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#181 My #VC "Rule of 50", Ownership, Fund Model Impacts. Quick math: A) VC fund wants to 3x B) On avg, assume a fund owns 10% at entry but only 6% at exit exit (dilution)! C) Multiply fund size by 50 and that's the total exit value fund needs to 3x. Read more here! #VentureCapital #OpenLP
CFO/COO, Chapter One | @TheFundCFO on Twitter & Substack | Founder, Airstream Alpha | Angel Investor
#181 My #VC "Rule of 50", Ownership, Fund Model Impacts. Quick math: A) VC fund wants to 3x B) On avg, assume a fund owns 10% at entry but only 6% at exit exit (dilution)! C) Multiply fund size by 50 and that's the total exit value fund needs to 3x. Read more here! #VentureCapital #OpenLP
#181 My VC "Rule of 50", Ownership, Fund Model Impacts
thefundcfonewsletter.beehiiv.com
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Who is in charge of the markets? Who makes the market move? It used to be only the hedge funds, etc. But now, with platforms like Reddit, Twitter, Robin Hood, and others, retail investors are making plays. What does that mean? It means you need to take their opinion into account. The game has evolved. The audience is getting into the arena. The cheerleaders are dunking. And the players are listening, learning, and taking their game to the next level! Full interview in the comments.
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‼️ New Faith-Based Private Investing Platform Launch ‼️ Blue Trust has teamed up with Vident Asset Management, Brightlight , and Mammoth Technology to launch a groundbreaking faith-based private investing platform. Designed to align with biblical values, this platform empowers investors to make impactful decisions in venture capital, private equity, and other alternative investments while staying true to their faith. By leveraging cutting-edge technology and expert management, it offers a unique way for Faith Driven Investors to grow their portfolios with purpose. #ImpactInvesting #BiblicalValues #PrivateEquity (Link in comments for more info)
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Do you ever wonder what the private equity and venture capital masters of the universe do, how they are similar and different, and why they are so rich? Learn more: https://bit.ly/49Vl2Yu
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