2024 VC trends, portfolio construction, & more with Churchill's Raja Doddala | E1914
This Week in Startups
Jason Calacanis
4.2 • 1.4K Ratings
🗓️ 14 March 2024
⏱️ 64 minutes
🧾️ Download transcript
Summary
This Week in Startups is brought to you by…
LinkedIn Ads. To redeem a $100 LinkedIn ad credit and launch your first campaign, go to http://linkedin.com/angelpod
Mantle. The AI-powered equity management platform designed for modern founders and operators. Get your first 12 months free at https://withmantle.com/TWIST
DevSquad. Most dev agencies only offer developers. Why? Because product management is hard. Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist.
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Todays show:
Jason Calacanis welcomes Churchill Asset Management’s Raja Doddala to the show to discuss startups and the VC market in 2024. They dive into the competitiveness in pre-seed, seed, and series A (10:40),
portfolio construction (30:24), the future of the vc industry (50:59), and much more!
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Timestamps:
(00:00) Jason welcomes Churchill Asset Management’s Raja Doddala to the show
(1:52) Trends in pre-seed and seed deal values
(9:19) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://linkedin.com/angelpod
(10:40) Competitiveness and predictability in pre-seed, seed, and series A
(21:28) Mantle - Get your first 12 months free at https://withmantle.com/TWIST
(22:46) Trends in exit values
(29:19) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist
(30:24) Exploring portfolio architecture and the difference between mega funds and smaller funds
(50:59) Prospects in the vc over the next few years and the rise of the next generation
(59:26) The role of secondary sales in venture capital and importance of liquidity for VC funds
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Check out:
Churchill Asset Management - https://www.churchillam.com
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Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
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Follow Raja
X: https://twitter.com/rdoddala
LinkedIn: https://www.linkedin.com/in/rajadoddala
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Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Thank you to our partners:
(9:19) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://linkedin.com/angelpod
(21:28) Mantle - Get your first 12 months free at https://withmantle.com/TWIST
(29:19) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist
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Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
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Check out Jason’s suite of newsletters: https://substack.com/@calacanis
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Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
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Subscribe to the Founder University Podcast: https://www.founder.university/podcast
Transcript
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| 0:00.0 | The amount of cash being invested in precede and seed is now at a 13 quarter low and the number of deals also has come crashing back down. |
| 0:10.0 | I think the last 10 years everybody just went crazy. |
| 0:13.0 | LPs went crazy, they forgot that there's a J-curve, |
| 0:17.0 | managers deployed so quickly companies raised very quickly, |
| 0:22.0 | spend too much money too fast without any new |
| 0:25.0 | information, new milestones. Looks like we're back to sort of normal way of |
| 0:30.0 | doing venture. And this is, I think, the danger of how attractive venture capital can be. |
| 0:37.5 | We never seem to learn our lesson or we forget it after 10 years. |
| 0:40.8 | People get too excited, they put too much money in and it breaks everything. |
| 0:44.0 | This weekend startups is brought to you by LinkedIn ads. |
| 0:49.0 | To redeem a $100 LinkedIn ad credit and launch your first campaign, go to LinkedIn.com |
| 0:56.1 | slash Angel Pod. |
| 0:58.6 | Mantle. |
| 0:59.9 | The AI-powered Equity Management Platform designed for modern founders and operators. |
| 1:05.9 | Get your first 12 months free at withmantel.com slash twist and Dev Squad. Squad. |
| 1:14.0 | Most Dev agencies only offer developers. |
| 1:16.0 | Why? |
| 1:17.0 | Because product management is hard. |
| 1:19.0 | Get an entire product team for the cost of one U.S US developer plus 10% off at |
| 1:24.3 | Dev Squad.com slash twist. |
| 1:27.3 | All right everybody welcome back to twist. |
| 1:29.2 | This week in startups today we're thrilled to have Russia D'a Dodala on the program. He runs venture and growth at |
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