Angels, VCs and Homeruns

Stephen Fleming argues that differences in fund structure and investment horizons creates conflict between the interests of angels and VCs:
Read more: “Angels, VCs and Homeruns – Michael’s posterous” – http://snewe.posterous.com/angels-vcs-and-homerunds#ixzz0DR2Wiu0T&A

  1. Venture economics dictate that VC funds must have a certain number of home runs to make up for the number of deals that simply go broke.
  2. The average size of a venture fund has grown from $100M to $350M in ten years. That means the home runs have to be bigger… as a rule of thumb, you probably need to exit at $200M to “move the needle.”

This article is another motivation for my mixture model.

Posted via web from Michael’s posterous

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