E2: Series A valuations, M&A, and MANG with Jason Shuman and Raja Doddala

In this episode, Jason Calacanis, Jason Shuman, Raja Doddala, and David Weisburd share their insights on investing across different stages and current market conditions. They discuss the impact of extended deal closures on venture capital, distortions caused by tech giants' strategic capital, and the round tripping issue in VC investments. They also explore massive secondary funds, selling out of positions, portfolio construction, follow-on investments, and lessons from underperforming companies. Additionally, they cover M&A activity, IPOs, and PE firms' strategies, and make market predictions for 2024.

Speakers

AI Chat

David Weisburd

Guest • 12%

Raja Doddala

Guest • 21%

Jason Shuman

Guest • 21%

Jason Calacanis

Host • 46%

Chapters

0:00	David Weisburd hosts Jason Shuman, Raja Doddala Jason Calacanis to dive into the world of VCs, LPs and GPs
0:45	A look at the encouraging trends in startup valuations as we head into 2024
4:13	Delving into the intricacies of current valuation methods and key aspects investors should be cautious about
8:00	Examining the balance of demand and supply in the seed funding stage of new startups
12:39	Insights on how venture capitalists can secure the most sought-after deals in today's competitive market
19:12	Discussion about M.A.N.G., a rising player in the venture capital scene
25:39	Exploring the unique and often controversial practice of round-tripping in the venture capital industry
31:40	A detailed look at Lexington's successful raising of $22.7 million in secondary investments
37:38	Benchmark for when to consider selling out of positions
43:34	Approaches to portfolio construction and follow-on investments
52:40	Observing the recent increase in mergers and acquisitions activity within the industry
55:46	Predictions for the market in 2024

Transcript

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