Plotline’s Post

Think opportunistic M&A is a quick win? Think again. Gerard Belicha argues that the hidden pitfalls might just outweigh the gains in his latest guest blog for Finquest insights. Ready to rethink your strategy and stay ahead in the game? ➡ Read more here: https://lnkd.in/e2cWt5N3 #mergersandacquisitions #corporatedevelopment #privateequity #strategy

Financial flexibility isn't a luxury, it's a necessity. SPVs are the future—they allow for agility and precision in deal-by-deal ventures. Got an eye for opportunity? Unleash your potential with SPVs. Your classic investment methods are futile in comparison. #spv #investment #investor

Looking ahead from 2023, let's dive into Q1 2024: Did the challenging VC market persist, or are we seeing signs of improvement? Q1 data will tell if the market is at a tipping point or continuing its challenges. Register for EisnerAmper’s upcoming Webinar with Daniel Burstein and Alan Wink for a 30-minute Q1 2024 capital markets update. Register: https://okt.to/5XfB1r #VC #CapitalMarkets #InvestmentOpportunities

In his interview with Investment Daily, our Chief Investment Officer, Alexander Duys, CFA, CAIA, delves into the captivating potential of the tech stock Mustek. 📈 He sheds light on its current value unlocks, unveiling why it stands as an enticing buy opportunity at these levels. 💼 Read the article here ~https://lnkd.in/dvrV7pFa #UmthomboWealth #JSEMST #MUSTEK #Techstocks #Dailyinvestor

What’s a down round? A down round is when you raise at a lower valuation than your last funding round. Unfortunately, it’s something that’s happening more these days. So, what’s the problem with a down round? When does it happen? What types of down rounds are there? What happens with anti-dilution? How do you sell it to your investors? Do they have any option to push back on it? And is this really a huge problem or just the way things work? In this video I explain the types of down rounds, what it means, dilution, how to explain it to investors, last man standing, and more. https://lnkd.in/gJisumhU

Within the venture industry, illiquidity in is sometimes viewed as a feature rather than a bug, as it protects investors from selling at the worst times (which as seen throughout history is commonplace in the public markets). However there are limits, and the problem of illiquidity will have to be solved in a more systematic way. LP driven secondaries are inefficient and opaque, large M&A comes with major regulatory hurdles, selling in traditional secondary rounds is limited given the focus on efficiency and the departure of crossover funds, and the IPO bar is expected to remain very high (don't see <$1B market cap IPOs). Meghan Reynolds and I talked a few weeks ago about this (see link in comments) as has Mark Suster in many recent pods. Agree that over the next decade, we should see more of the following to solve for the liquidity problem. 1) PE funds serving as an exit for VC backed companies, meaning companies that are near or at EBITDA positive. 2) Continuation funds that provide LPs with an option to rollover or get liquid (single asset or all assets). I'm spending a lot of time here. 3) A more efficient liquidity marketplace for LP sales/buys. 4) Strip sale of a set of assets. Planning a special roundtable pod with some secondary and primary managers to discuss the growing liquidity problem in VC.

With the first quarter of 2024 now behind us, analysts are reviewing this year's dealmaking landscape. Here are some key takeaways from the recently released State of Venture Q1 2024 CB Insights report, which reveals mixed results for VC dealmaking at the start of the year. #VentureCapital #CBInsights #DealMaking

With the first quarter of 2024 now behind us, analysts are reviewing the #venturecapital dealmaking landscape for the year so far. Key highlights from the recently published CB Insights State of Venture Q1 2024 report reveal a mixed performance in VC dealmaking at the start of the year. #CBInsights #DealMaking

Looking ahead from 2023, let's dive into Q1 2024: Did the challenging VC market persist, or are we seeing signs of improvement? Q1 data will tell if the market is at a tipping point or continuing its challenges. Register for EisnerAmper’s upcoming Webinar with Daniel Burstein and Alan Wink for a 30-minute Q1 2024 capital markets update. Register: https://okt.to/eBTkMP #VC #CapitalMarkets #InvestmentOpportunities

🚀 Flipping the Script on Investment 🚀 At Deal Flow Xchange (DFX), our founder Jesse is reimagining the investment landscape. 💡 Rather than business owners searching for investors, Jesse is creating a space where investors come directly to the deals they want. This isn't just deal flow; it's DFX Deal Flow – where opportunities and innovation meet seamlessly. 🔹 Investors: Imagine knowing about high-potential deals without sifting through endless pitches. 🔹 Founders: Picture a place where your vision attracts investor attention without the chase. This is what flipping the script looks like. #InvestmentRevolution #DFX #DealFlow #InnovateToInvest