How to find the right VC investor?

by goksor

How to find the right VC investor? by Rasmus Goksor

Monitoring: Portfolio Companies

by goksor

While it may be difficult to do so, LPs spend a lot of time monitoring and evaluating GP portfolios.  This goes beyond identifying big name companies or underlying valuations.  It is better thought of as an evaluation of how well the GP is carrying out the proposed investment thesis / portfolio construction that the GP promoted during fundraising.  There are at least three different dimensions to monitoring a GP portfolio.

Monitoring: Funds and Fundraising

by goksor

PE/VC funds generally are intended to have a lifespan of 10 years, in which the first 5 years are the most active years for investing capital.  GP fundraising for a new fund generally starts when the existing fund is at least 70% accounted for (invested, committed, and reserved).  This means that GPs will raise new funds every 3-5 years to sustain access to capital.   For LPs investing in PE/VC, it is important to keep track of past GP funds for at least three reasons: capital allocation, timing, and market opportunity.

Monitoring: GP Profile

by goksor

When monitoring GP news, it is important to have a baseline profile against which to measure progress. In general, LPs create these profiles by answering three important questions:

1. What is the unique value add of the GP?
The GP profile first lists a high concept pitch of the GP. In as few words as possible, what is the unique value add that will make the GP successful? Another way to think about this question is to ask, why is this GP different from all the other GPs that pursue the same / similar investment style? The answer to this question helps position the GP in the competitive (and seemingly homogenous) landscape.

10 Things to look for in a GP

by goksor

10 Things To Look For In A GP from Rasmus Goksor