Check out my latest article: 💧 The Liquidity Crunch in Private Markets: Understanding What’s Happening Behind Closed Doors https://t.co/Nt5v5BOhmN via @LinkedIn
This week, I presented our "Software Factory" thesis to a group of 20 limited partners.
The core question we explored:
In a world of software abundance, where should founders & investors focus energy and capital?
Here’s a sneak peek of the presentation — will share more soon.
@MeghanKReynolds SPV deals stick to well known GPs—RIAs/Banks can’t sell unknown brands to HNWIs, who often invest emotionally. Banks avoid underwriting lesser-known GPs due to lack of DD skill. This feels like a top 2-3% GP game-chance they ditch HNWIs for institutional LPs when markets shift...
Spot on—structured liquidity is the way forward. But it can’t stop at individual companies only. 'Fund level' liquidity is essential for LPs to feel confident re-upping into new funds. Packaging strong and unproven assets is what's needed to drive institutional-level liquidity at scale. 🌟
Co-investments in VC funds can boost LP returns (e.g., fee savings, J-curve mitigation) and help GPs scale deals, but they’re not for everyone. Challenges include amplified risks, tight timelines, and governance gaps. Success requires aligned LP-GP strategies, fast execution, and clear processes. Not a fit for all—traditional fund commitments often remain simpler.
Read my thoughts here: https://t.co/itoKYzWEOw
❄️ The storm may be slowing things down, but AI is only accelerating.
💡 AI is transforming finance:
🔹 Faster due diligence & risk assessment 🔍
🔹 AI-driven financial solutions 📈
🔹 Amplifying expertise, not replacing it
The firms that embrace AI now will define the next decade.🚀
I had a really great time speaking with my friends from FinDev Canada in Montreal this week. We talked and shared experiences about some of the challenges of investing in #venturecapital and #privateequity in #emergingmarkets to generate Development Im…https://t.co/KTInESwiuI
Sharing! Is anyone looking for a great challenge to work alongside the Aavishkaar Capital team and @Raivineet and #makeanimpact ? https://t.co/eTCtBq1wc7
Link to my weekly reading list for Week 40 of 2022!
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Reports, Videos, upcoming webinars, conferences and lots more, enjoy!
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Link to my weekly reading list for Week 39 of 2022!
https://t.co/JW5saP0h6T
👉Follow for regular updates such as these and to learn more about #impactinvesting and #developmentfinance
Great opportunity to work at a Teralys Capital and join Jacques Bernier, Eric Legault, Cedric Bisson, Luc Couture, Julien Guimond in building out Canada's most established Technology investor!
Why join Teralys Capital? Great team and an amazing opportuni…https://t.co/grevEL6xUp
Link to my weekly reading list for Week 38 of 2022!
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👉Follow for regular updates such as these and to learn more about #impactinvesting and #developmentfinance
Link to my weekly reading list for Week 37 of 2022!
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👉Follow for regular updates such as these and to learn more about #impactinvesting and #developmentfinance
Link to my weekly reading list for Week 36 of 2022!
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👉Follow for regular updates such as these and to learn more about #impactinvesting and #developmentfinance
Link to my weekly reading list for Week 35 of 2022!
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👉Follow for regular updates such as these and to learn more about #impactinvesting and #developmentfinance
Link to my weekly reading list for Week 34 of 2022!
https://t.co/4Lm23bUFti
Reports, videos, podcast, upcoming webinars, conferences and lots more, enjoy!
More to come!
👉Follow for regular updates such as these and to learn more about #impactinvesting and #developmentfinance