To Make A Living , Not a Killing

Investing in venture for me has always been about creating unicorns & jobs in those, improving the system to bring about an impact in our lives than about making a killing thru intraday trades, it’s a marathon instead of a sprint with the highs & the lows instead of a straight line

In early Q4 2021, I started seeing signs of a slowdown, and these are not financial concerns, maybe economic. There is a lot of dry powder yet to enter via all these monster funds being raised, which tells me deal activity & valuations will hold stable, with maybe slight drops in Q2 2022

It will be interesting to see the late stage, acquisition market this year, I expect the good ones to break out and lead with conviction than fear, for the public companies continue to sit on huge cash positions

I asked my founders in Q4 2021 to proactively accept any offers they get from LPs, re evaluate runway & projections, try to shorten fund raise cycles and re evaluate their burn too

Lastly, I don’t expect big drops from my existing Climate & Longevity Fund LPs, “come for the impact & stay for the ROI over a long term”, infact both Climate & Longevity focused Emerging Managers continue to attract more monies from Institutional & Family Office LPs at a fast pace.