2022年11月21日

——廣告——Semil沙幹草堆的創始人,主要計劃和種子公司之一的最後十年。Semill的投資組合包括DoorDash (DASH)美元,Instacart, HashiCorp (HCP)美元,Opendoor(打開)美元,Figma (Adobe收購)、法令和其他許多出色的公司。Cemil的第一個基金是令人驚訝的是30到40 x標記該基金。-廣告- 1)。作品Semil沙:廣告——從Cemil運行誰?他在哪裏跑步?什麼Cemil現在知道他希望他知道什麼時候進入風險?Cemil最大的建議是什麼經理提高第一資金了嗎?2)。基金規模:增長和紀律:獵人行走的問題:如何Semill確定正確的基金籌集與每個基金規模Satya Patel的問題:你為什麼要反對增加資產管理? , 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