Origins hosts Nick Chirls (GP, Asylum Ventures) and Beezer Clarkson (LP, LGT Capital Partners) unpack a recent conversation with David Clark, CIO of VenCap International PLC on megafunds vs small funds and a16z returns. They also discuss Beezer’s article “I See Dead VCs,” which explores how VC is in the first meaningful industry-wide contraction in modern venture history, risks to seed formation, and the workstreams required for emerging managers to institutionalize and endure.
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CHAPTERS:
00:00 Welcome to Origins
00:33 David Episode Takeaways
02:01 I See Dead VCs Article
02:59 Venture Contraction Data
04:17 Fund Survival Math
05:47 Seed Ecosystem Risk
07:35 What Gets You to Fund Two
08:48 Building a Durable Firm
11:13 Traits of Long Run Managers
Learn more about OpenLP: https://openlp.vc
Learn more about Asylum Ventures: https://asylum.vc
Learn more about VenCap: https://www.vencap.com/
Read Beezer’s article “I See Dead VCs”: https://www.linkedin.com/pulse/i-see-dead-vcs-elizabeth-beezer-clarkson-uc4xc/
