MDSV Capital

Silicon Valley venture capital fund

[MDSV Capital @MDSVCapital]

“Between Russia, China, North Korea and Iran, there’s more launches and payloads that introduce more risk in space to the U.S. and its allies around the world,” says Tony Frazier, CEO of LeoLabs. https://t.co/YiKuxWSv3J

[MDSV Capital @MDSVCapital]

@Samirkaji The take-away for LP’s should be “you will never have more total alignment with your GP’s” - these GP’s could be getting paid far more doing something else. Instead they’re singularly focused on finding great startups to back. A stark juxtaposition to the other end of the market

[Meghan Reynolds @MeghanKReynolds]

Heard from LPs this week:

Latest Cambridge Associates VC benchmarks out (Q3 ‘24).

2015 Vintage Funds DPI
Median Fund: 0.49x
Upper Q Threshold: 1.13x
Top 5% Threshold: 2.66x

#choosewisely

[MDSV Capital @MDSVCapital]

Who would've thought that VC industry is next to be disrupted by AI....it's happening as we speak...hypergrowth start-ups using AI who don't want growth funding, Series-C/D stage companies with massive operating leverage from AI shunning growth investors
https://t.co/ldnQICCiws

[MDSV Capital @MDSVCapital]

Congrats to @awadallah & Team @vectara on their Series-A financing !

[Vectara @vectara]

Vectara has secured $25M in Series A funding, bringing our total to $53.5M! 🎉 Thanks to our lead investors @FPVVentures & @RaceCapital, and also @AlumniVentures, WVV Capital, @SamsungNext, @FusionFundVC, @GreenSandsE , & Jason Mack.

[Prashant Choubey @ChoubeySahab]

I had the pleasure to host @michaeldowning on @VC10X_🎙️

Michael is the Founding Partner at MDSV Capital. MDSV invests in emerging fund managers and in outlier companies.

In this episode we talk about -

- Michael's story and why he started MDSV Capital?
- What he looks for in emerging fund managers?
- Why he thinks it's a bad idea to have a reserve strategy in small emerging funds?
- How does he define an outlier company?
- What is a good target size for fund 1?
- How GPs don't really need LPs to start investing in startups?
- Portfolio construction approach at MDSV Capital

& lots more

Watch on YouTube - https://t.co/jw08d0dyYT

Listen on Spotify - https://t.co/JVBAQfprMn

[David Weisburd 🚀 @DWeisburd]

🎙 On today’s episode of the 10X Capital Podcast, @michaeldowning, Managing Partner at @MDSVCapital, and I discuss the value of emerging managers in venture capital, as well as:

1️⃣ The MDSV Capital Extension Program
2️⃣ The effect of market conditions on fundraising
3️⃣ Portfolio construction and LP expectations

Thank you to our sponsor @deel!

Video clip below - Sound on.

Click “+ Follow” by my name to see more clips.

P.S. Link to full episode in comments.

#VentureCapital #VC #Startups #OpenLP @TurpentineMedia @10XCapitalVC

[Michael Downing @michaeldowning]

Amazing episode from @InvestLikeBest with @davefontenot talking about absolute uniqueness and innovation of @HF0Residency

[This Week in Startups @twistartups]

Early AI startups seeing explosive growth with tiny teams!

@brosenblatt4, @michaeldowning, @jason, & @dweisburd discuss the trends

[This Week in Startups @twistartups]

🚀 @Reddit is going public!

After 15+ years of building community and slowly ramping up ads, Reddit has filed for an IPO.

In 2021 they made over $800M in revenue

Back when @brosenblatt4 joined the Reddit team, the company generated less than $10M in revenue

[Liquidity @liquiditypod]

Liquidity episode six!

(0:00) @DWeisburd intros @BRosenblatt4, @michaeldowning and @Jason

(00:49) Reddit’s IPO and potential as an advertising business

(14:30) Consumer vs. enterprise AI

(33:49) Sam Altman’s venture capital fund and the future of the AI ecosystem

(1:00:40) Rapid fire segment on recent investments

[This Week in Startups @twistartups]

Insights on the transformative impact of AI on various industries and the investment landscape with @Brosenblatt4, @michaeldowning, @jason, & @DWeisburd!

--- Reddit’s IPO
--- Consumer vs. Enterprise AI
--- @sama’s new venture capital fund

[halle @halleka_]

@MDSVCapital @sydecario if you're interested in applying, check out full program details and requirements on our website: https://t.co/kdKxOAIiir

[halle @halleka_]

@MDSVCapital @sydecario it's been a dream to partner w/ the @MDSVCapital team. they are incredibly sharp & care so deeply about emerging managers. michael has been in venture through many economic cycles & knows that a downturn is one of the best times for early-stage investing via emerging managers

[Sydecar @sydecario]

Today, we’re excited to share the launch of the Capital Extension Program, a collaboration between @MDSVCapital & Sydecar that will provide syndicates and emerging fund managers with follow-on capital to take advantage of their most promising opportunities & maximize returns.

[Sydecar @sydecario]

@MDSVCapital Sydecar is thrilled to be powering this initiative at such a dynamic time in the venture capital ecosystem. We believe that emerging VCs are the best suited to identify and support world-changing founders and companies. Together w/ MDSV, we hope to help managers on that mission.

[MDSV Capital @MDSVCapital]

MDSV & ⁦@sydecario⁩ Announce Capital Extension Program for Emerging Managers - starting today emerging managers and syndicate leads on the Sydecar platform can apply to access Capital enabling them to invest in the follow-on rounds of portfolio co’s https://t.co/aA1BQkkXmj

[Figure @Figure_robot]

Excited to announce that Figure has signed a commercial agreement with BMW 🤝

We will deploy our general purpose robots into automotive manufacturing environments.

More below:

[Richard Starson 🇺🇸🚀🇺🇸 @DrStarson]

The #mixedreality future of shopping: explore in VR, discuss with AI agents, and preview via AR before buying. Very excited to be building this future at @passio_ai

Please engage and share your thoughts 👇

[LeoLabs @LeoLabs_Space]

Today is a historic day!

We're thrilled to announce we've been selected by @CommerceinSpace to help advance #TraCSS — the world's first, civil-led national space coordination system. 🚦🛰️

This is a big deal for #SpaceSafety. Here's why. ⤵️

https://t.co/iK0wqDIMGM