@rtancan Sounds like various reference calls we have fielded lately. Lots of that going on, and doesn't make sense to me as an allocation strategy but maybe does as a way to learn about Crypto?
@christianhern@hkanji@TTCP_SF Hi Guys, the Cambridge Associates European VC data is in their full benchmark reports, available to the GPs that participate in the benchmark programme. Can't forward as they ask us not to, BUT you can join the programme and get the data direct. Drop a line and I'll connect you.
To invest or not to invest? 💸
“From the portfolio point of view, we look at companies that bring us something special. New technology – nature of innovation”, says @JSchorge from @isomercapital. #slush19#sagastage#investing
By now European VCs can actually show the 10 year track, pension funds want to see just to consider investing - which they should and will in years to come. Super useful conversation btw @JSchorge, @isomercapital and @KatjaBe, @BrightlyVenture on LPs #Slush19#NotdicMade