VC | E478 | Size Matters… Or Does It? LP Strategies in the Micro vs Mega Fund Era

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10d ago 13:29

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If you tuned in hoping for crisp conclusions on fund performance, you may have left empty-handed.
But if what you came for was a razor-sharp, high-stakes debate on the mechanics of venture economics—then this was your moment. Fourteen minutes of fierce dialogue at the EUVC Summit, and not a second wasted.
Here’s how it went:
“If you're drawing any conclusions from those data sets... be my friend. But we won't do that.
”Why? Because the data is still messy. Still underpowered. And when you're modeling venture returns—especially for emerging managers—it’s more art than science.
But oh, did we try.
This fast-paced exchange brought clarity (and fire) to a few of venture’s most misunderstood dynamics:

Why the $20B outcome is the new benchmark for greatness
How fund size maps to percentile outcomes
The hard math behind Seed-to-Series A attrition
Why early-stage investing remains low-probability but high-upside
And the eternal debate: do emerging managers truly outperform, or just dominate a distorted sample?

"If you're really needing data to prove that model—it does not exist.”
We’ll get back to that.

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