E5: Mark Suster and Samir Kaji on the 2024 Venture Market, IPOS, and Secondaries Liquidity

Todays show:

David Weisburd hosts Mark Suster, Samir Kaji, and Jason Calacanis to discuss the 2024 venture market (00:46), secondary sales by VCs (20:13), IPOS in 2024 (40:47), and much more!




Timestamps:

(0:00) David Weisburd hosts Mark Suster, Samir Kaji,, and Jason Calacanis

(00:46) Thoughts on IVP raising $1.3 Billion for their 18th fund and different angles on the current fundraising market

(13:32) Mark's strategy today for (DPI)

(20:13) Secondary sales by VCs and best practices when disclosing selling after hitting targets

(25:08) Thoughts on strip sales, continuation funds, and exotic secondary vehicles. When should GPs pursue that strategy?

(40:47) F-Prime's 2024 State of Fintech Report, the IPO market in 2024, and early stage fintech

(49:35) Kleiner Perkins and how a firm reboots

(57:52) The apprenticeship model in Venture Capital, and mistakes GPs make when interacting with LPs

(1:12:35) Rapid-fire segment on top recent investments

*

Mentioned on the show:

https://www.theinformation.com/articles/ivps-new-fund-shows-growth-investors-are-ready-to-get-off-sidelineshttps://techcrunch.com/2024/02/03/mamoon-hamid-and-ilya-fushman-of-kleiner-perkins-more-than-80-of-pitches-now-involve-ai/

https://fprimecapital.com/blog/the-2024-state-of-fintech-report

https://www.bland.ai

https://kuberahealth.com

https://www.stonealgo.com

https://giggster.com

*

Follow Mark
X: https://twitter.com/msuster

*

Follow Samir
X:https://twitter.com/Samirkaji

*

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

Instagram: ⁠https://www.instagram.com/jason⁠

LinkedIn: ⁠https://www.linkedin.com/in/jasoncalacanis