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Samir Kaji

ventureunlocked.substack.com
4 Followers
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Founder/CEO of Allocate (http://Allocate.co) Host of the #VentureUnlocked podcast, https://ventureunlocked.substack.com

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Samir Kaji @samirkaji ยท Feb 10, 2023
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Good thread @gdibner . A couple of things I would say: 1) LPs shouldn't be angry. Lps happily funded this (just as GPs shouldn't be angry at high cash burn companies w/questionable models) 2) Expect cleansing to take 2 years. Seeing fund sizes/terms change to be LP friendly

Tweet Feb 9, 2023
We talk to a fair number of LPs. If we connect the dots, it seems there is a huge explosion coming. Here's how it might unfold:
by Gil Dibner ๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡ฎ๐Ÿ‡ฑ๐Ÿ‡ช๐Ÿ‡บ๐Ÿ‡บ๐Ÿ‡ฆ
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