@zachxbt Another amazing investigation @zachxbt
Have you seen my dm about the intriguing story of Rulton Fyder? Would appreciate any and all help there.
Thank you so much
@garrytan We looked at some 30 years of data and discovered the same pattern. PE is much better and more predictable as an asset class when your focus is on DPI (which it should be. Just think of all the fees for a 15+ year holding period with little realizations but high marks)
@MeghanKReynolds We looked at some 30 years of data and discovered the same pattern. PE is much better and more predictable as an asset class when your focus is on DPI (which it should be. Just think of all the fees for a 15+ year holding period with little realizations but high marks)
@HarryStebbings No doubt a lot of the companies they backed can turn out to become great enterprise software companies. If (and that’s the big IF) someone continues to fund them along the way. That’s where some of the skyhigh valuations of past rounds will prove tricky