• Whaling Power Law, LP Incentives & VC 2 & 20 - E522

  • 2025/01/12
  • 再生時間： 25 分
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Whaling Power Law, LP Incentives & VC 2 & 20 - E522

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  • Jeremy Au explored the nuances of venture capital through three lenses. He described how LPs, such as sovereign wealth funds and institutional investors, pursue diversification and long-term returns, often seeking a 25% net IRR to justify the high risks of VC, as seen in Southeast Asia's emerging tech ecosystem. Using the "2 and 20" model, Jeremy explained that a. general partners commit 1% of the fund size (e.g., $1M for a $100M fund) as skin in the game while limited partners provide 99% of the capital. b. GPs spend 2% of the fund size on operations for 10 years and c. GPs receive 20% of the fund exit upside and LPs 80%. He shared examples like Sequoia's $100M investment in Zoom, yielding 22x returns, and Facebook's acquisition of WhatsApp, which turned a $60M investment into $3B. Lastly, he likened VC to 19th-century whaling, where only 6% of deals produce 60% of returns, drawing parallels to how power-law distributions shape the industry’s focus on rare, high-value investments. Watch, listen or read the full insight at https://www.bravesea.com/blog/vc-vs-whaling-power-law Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts
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Jeremy Au explored the nuances of venture capital through three lenses. He described how LPs, such as sovereign wealth funds and institutional investors, pursue diversification and long-term returns, often seeking a 25% net IRR to justify the high risks of VC, as seen in Southeast Asia's emerging tech ecosystem. Using the "2 and 20" model, Jeremy explained that a. general partners commit 1% of the fund size (e.g., $1M for a $100M fund) as skin in the game while limited partners provide 99% of the capital. b. GPs spend 2% of the fund size on operations for 10 years and c. GPs receive 20% of the fund exit upside and LPs 80%. He shared examples like Sequoia's $100M investment in Zoom, yielding 22x returns, and Facebook's acquisition of WhatsApp, which turned a $60M investment into $3B. Lastly, he likened VC to 19th-century whaling, where only 6% of deals produce 60% of returns, drawing parallels to how power-law distributions shape the industry’s focus on rare, high-value investments. Watch, listen or read the full insight at https://www.bravesea.com/blog/vc-vs-whaling-power-law Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts
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