Swimming with Allocators

DDQ: Megafunds Are Back; Adjusting Your LP and VC Strategy Accordingly with Earnest Sweat and Alexa Binns

Episode Summary

This week on Swimming with Allocators, it’s another DDQ episode as Earnest and Alexa delve into various venture capital (VC) topics and answer audience questions. They discuss the series A crunch, the concentration of LP capital in megafunds, and the importance of partnership questions in VC. They also debate the merits of secondary funds, blue-chip venture portfolios, and direct investing through family offices. Additionally, they explore the trend of solo GPs and the potential for mergers, debate whether 2024 will be a breakout vintage year for VC returns, and so much more!

Episode Notes

Highlights from this week’s conversation include:

Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. 

The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.