Todays show:
David Weisburd hosts Dana Johns, Tom Loverro, and Jason Calacanis to discuss secondaries (00:50), VC leverage against startups (19:41), venture capital strategies (25:31), cybersecurity investments (33:07), and more!
Timestamps:
(0:00) David Weisburd intros Dana Johns, Tom Loverro, and Jason Calacanis
(0:50) Secondary pricing signaling a potential VC recovery
(8:06) Timeframes, returns for secondary funds, and founders' secondary sales
(12:32) Increasing liquidity in private markets
(19:41) VC leverage against startups is near an all time high
(25:31) Venture capital strategies, succession planning, and valuation in the Goldilocks zone
(33:07) Cybersecurity investments, IPO window, and M&A market dynamics
(43:08) Lightning round on latest investments
Mentioned on the show:
https://pitchbook.com/news/articles/aging-vc-funds-secondary-stakes-market-limited-partner-exits
https://www.secondariesinvestor.com/blackstone-plans-to-launch-biggest-secondaries-fund-yet
https://news.crunchbase.com/cybersecurity/cybersecurity-funding-venture-wiz-ai-cyera
Follow Dana:
LinkedIn: https://www.linkedin.com/in/danasjohns
Follow Tom:
X: https://x.com/tomloverro
LinkedIn: https://www.linkedin.com/in/tomloverro
Check out: https://www.ivp.com
Follow David:
X: https://twitter.com/DWeisburd
LinkedIn: https://www.linkedin.com/in/dweisburd
Check out: https://10xcapital.com
Follow Jason:
X: https://twitter.com/Jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
Listen on:
Apple Podcasts: https://podcasts.apple.com/us/podcast/liquidity/id1729433064
Spotify: https://open.spotify.com/show/2T64PheDtaMDmFH9pS3GgK
Follow on X: https://x.com/liquiditypod
