@0xFaust12@aashaysanghvi_ u could say dragoneer prefers marking their own portfolio in private mkts given what their june 13f looks like …no doubt a top firm / not saying otherwise….just expressing the view PuBliC mKtS r BrOkEN
@Restructuring__ ya they are 1 of the go-to vars for any1 doing work on cyber (so only know from doing expert calls w them). definitely 1 of the best imo