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Semil Shah (Haystack VC) on the LP landscape, advice for founders, and the "chocolate chip cookie company" fallacy

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Manage episode 282039783 series 2854226
Content provided by Brian Hollins. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brian Hollins or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Semil Shah, Managing Partner, Haystack VC

Key Takeaways:

1) LP's struggle to deploy capital without face to face opportunities, so emerging managers are not being funded as quickly as they hoped. On the flip side, many LP's are excited about the pending reset in asset prices from a downturn, and funding may pick up sooner than expected as they search for improved returns over the next decade.

2) The investors that are able to play offense through these times have triaged the portfolio effectively and are now focused on upside maximization.

3) COVID provides tailwinds, but many of these tailwinds are obvious in times like this (telemedicine, online education, collaboration software, etc). Funds should be careful before building a portfolio just off of the current times.

  continue reading

59 episodes

Artwork
iconShare
 
Manage episode 282039783 series 2854226
Content provided by Brian Hollins. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brian Hollins or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Semil Shah, Managing Partner, Haystack VC

Key Takeaways:

1) LP's struggle to deploy capital without face to face opportunities, so emerging managers are not being funded as quickly as they hoped. On the flip side, many LP's are excited about the pending reset in asset prices from a downturn, and funding may pick up sooner than expected as they search for improved returns over the next decade.

2) The investors that are able to play offense through these times have triaged the portfolio effectively and are now focused on upside maximization.

3) COVID provides tailwinds, but many of these tailwinds are obvious in times like this (telemedicine, online education, collaboration software, etc). Funds should be careful before building a portfolio just off of the current times.

  continue reading

59 episodes

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