Jeff Becker’s Post

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

I got the pleasure of hearing Ben Horowitz speak last week. When discussing A16Z's success, he said 'specialist funds are the future of venture capital.' I am betting (pun intended) that specialists funds will outperform and receive increasing capital allocations over time. Specialists funds can bring more value to their portfolio companies, they can more appropriately price investments and they can discern the winners from the losers as they have better context in their market than generalists. I honestly believe that the only way a generalist can beat a specialist on a deal is by overpaying. As more specialist funds are launched - what does that do to the average VC's returns? I think allocators & LPs should be looking more closely at specialists funds and, apparently, Ben agrees.

🔍 Curious about VC performance and its impact on LP returns? Frank Rotman shared eye-opening facts on Twitter! 🧵 👉 VC Funds' Value Proposition: Capital, Advice, Support. But, they don't own the capital, they source it from Limited Partners (LPs)! 🎯 LP Criteria: Top-quartile returns matter! 3X+ MOIC is the goal, but don't overlook the importance of timing cash inflows and outflows. 💰💼 🔄 Fund Deployment & Liquidity: Mastering the 3-year fund deployment cycle and leveraging liquidity events are key pillars of effective fund management. 📆💵 📈 Varying Fund Performance: Some VC funds can deliver 5X, 10X, or even 20X returns! But be cautious, the ecosystem experienced significant changes in recent years. ⚖️💼 💔 Consequences of swift deployments from 2017-2021 vintages lead to short-term pain points in the ecosystem but promise a reset for better returns. 💡🔄 📊🚀 It's all about picking winners and making informed investment decisions! Partnering and investing with experts like AlphaQ Venture Capital is the smart choice for unlocking unparalleled return opportunities and staying ahead in the dynamic world of venture capital. #AQVC #InvestmentSuccess #FutureGrowth #VentureCapital #Investment #VCInsights #LPReturns #InformedDecisions #FutureReturns #StartupSuccess

As founders look for the right partners, Todd Graham from M12 - Microsoft's Venture Fund says that they should examine the following factors to ensure that their objectives are aligned: 1. The fund's age to determine if interests are more aligned to their investors 2. Investor composition to evaluate return expectations 3. Availability of funds to invest in new opportunities

I've been asked again a couple of times this month if I'd consider launching a fund. I even got this nifty outreach from VC Lab. While I appreciate the thought, I'm waiting for my first cash exit before I consider going all in on Venture Capital. Even then, I'm likely to build up an Investment Company to later go public instead of soliciting money from LPs. Decisions. Decisions. #VentureCapital #EarlyStageInvesting #AngelInvesting #LimitedPartners

Charlie Munger knows more about the folks around venture capital today than the #VCs and #LPs in it. Not really a surprise btw that he equates today's biggest VC brands to investment bankers looking for fees over quality. That's who they are! Find me VCs who genuinely built technology or businesses. Normally they are the small ones, the solo GPs, the outsiders. Not the career ones. Some of the best performing funds of all times were from folks who never even worked at a VC firm before. Interesting to think about it, right? #familyoffices #limitedpartners #venturecapital #deeptech

Y-Combinator has released a very useful guide to Seed Fundrasing. The investors you are going to pitch to do this VC game for a living. If you are an early-stage Founder chances are that you are less experienced than them (in fundrasing). One way to gap the experience level is to come prepared.

In a revealing segment of our latest episode of Driving Alpha, Jason Calacanis delves into the intricate art of portfolio construction, reflecting on the early days of his venture endeavors. Jason shares a fascinating analysis of his first fund, which included investments in now-renowned companies like Superhuman, Robinhood, Calm, and Density. 🚀 Jason and his team identified that with just one additional follow-on investment in any of these companies, their initial fund could have jumped from a 4.9X to a staggering 15X return. This insight sheds light on the critical importance of strategic follow-on investments and the profound impact they can have on a fund's performance. The discussion provides a rare peek into the decisions that shape the venture capital landscape and underscores the 'power law' in venture capital investments—where a single great investment can dramatically transform the outcome of an entire fund. 🎧 Tune into this segment to gain deeper insights into how seasoned investors like Jason navigate the complexities of fund management and investment strategies to maximize returns. Listen to the full episode here:  https://lnkd.in/ezmM6d9U #investment #venturecapital #DrivingAlpha #startupfunding #financialstrategy #innovation

Check out this clip from the Driving Alpha podcast featuring Jason Calacanis and hosted by Impact Partners client Steve Brotman, managing partner at Alpha Partners, a growth equity firm that works with within a network of 850+ VC firms to help them find their pro rata rights. #GrowthEquity #ProRata #VC #VentureCapital #ProRataRights

Check out this clip from the Driving Alpha podcast featuring Jason Calacanis and hosted by Impact Partners client Steve Brotman, managing partner at Alpha Partners, a growth equity firm that works with within a network of 850+ VC firms to help them find their pro rata rights. #GrowthEquity #ProRata #VC #VentureCapital #ProRataRights