#105 "Why Now?" for PE/VC Funds? The Data Says So

October 12, 2023

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The "Why Now?" for PE/VC Funds? A Look at the Data

There’s a lot of great content from notable VCs, LPs, and CFOs/finance pros on the internet. Here, we’re focused on pulling out the insights out that really matter, as well as finding the most current content that overlays historical lessons with current market dynamics, which are changing faster than ever.

Earlier today, the Pitchbook-NVCA Venture Monitor was released w/ Q3’23 data. As we’ve moved through 2023, we’ve referenced data from Jamesin Seidel (Q3 2023 Funding), Crunchbase, Pitchbook, Carta, and others. In Q1’23, Bain released their annual Global Private Equity Report and Pitchbook released their Private Benchmarks Report. It’s worth revisiting today to consider what you can do about it now (before everyone else has the data). The TLDR:

Less money is flowing into private equity & venture capital (funds and companies) in 2023 and likely 2024. We believe this creates an opportunity for outstanding performance. Historical data supports this.

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