2022年11月21日

——广告——Semil沙干草堆的创始人,主要计划和种子公司之一的最后十年。Semill的投资组合包括DoorDash (DASH)美元,Instacart, HashiCorp (HCP)美元,Opendoor(打开)美元,Figma (Adobe收购)、法令和其他许多出色的公司。Cemil的第一个基金是令人惊讶的是30到40 x标记该基金。-广告- 1)。作品Semil沙:广告——从Cemil运行谁?他在哪里跑步?什么Cemil现在知道他希望他知道什么时候进入风险?Cemil最大的建议是什么经理提高第一资金了吗?2)。基金规模:增长和纪律:猎人行走的问题:如何Semill确定正确的基金筹集与每个基金规模Satya Patel的问题:你为什么要反对增加资产管理? , What are the benefits and drawbacks? What investment mistakes has Cemil made over the past 3 years that he wishes he hadn’t? 3.) The Secret to Fundraising for a Fund: What is Cemil’s biggest advice to budding managers on finding a new LP? what works? What materials should managers have with a new fundraiser? deck? Dataroom? What are the most common mistakes VCs make when pitching their funds to LPs? How does Semill follow-up with a potential LP after the call? what works? What is not? How does Cemil suggest creating a sense of urgency for LPs to commit to a fund? How does Cemil feel about offering preferential terms to persuade LP to close in the first place? 4.) Current Scenario: For Vice Chancellors: How will the current scenario affect the growth potential of budding managers? What advice would Cemil give them? pick up small? As Kyle Harrison recently said on the show, “discrimination will kill 80% of venture firms, especially so-and-so”. Does Cemil agree? Who’s ready to fight? Who is ready to thrive in this environment? For LP: What does Cemil think is the biggest mistake LP has made in the past 2-3 years? How will they react to this market cycle? If Cemil was handed an endowment fund, how would he allocate it today? Does Semil agree, we will see a debasement of enterprise returns to PE-like multiples? Why? For Founders: How does Cemil advise founders today when everyone says they are investing but very few are actually investing? How does Cemil advise founders to think about valuation inflection points in relation to raising capital? Items mentioned in today’s episode: Cemil’s favorite article: Master of Play Cemil’s Most Recent Investment: Provide Security