Business Breakdowns
Episode 193 Investing in Venture Secondaries
Business Breakdowns

Episode 193: Investing in Venture Secondaries

Business Breakdowns

Episode 193

Investing in Venture Secondaries

Ravi Viswanathan is the founder and Managing Partner of NewView Capital. We cover the mechanics behind a successful venture secondaries transaction and why they're mostly bespoke, the structural factors underpinning the growth of this market, and how deals are shaped by the relationships and differing motivations between the various players in the industry.

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Show Notes

(00:00:00) Introduction to Secondary Transactions in Private Markets

(00:08:43) Understanding the Basics of Secondary Transactions

(00:10:28) Evolution and Growth of Venture Secondaries

(00:13:12) Impact of Market Dynamics on Secondary Transactions

(00:15:20) Pricing and Valuation in Secondary Markets

(00:18:47) Challenges and Strategies in Secondary Transactions

(00:28:25) Market Trends and Future Outlook

(00:33:30) Venture Sponsor to Sponsor Transactions

(00:34:05) Buyer Mentality and Exit Strategies

(00:35:39) IPO Market and Valuation Trends

(00:38:09) Focus on Growth and Profitability

(00:40:04) Strategic Exits and Market Dynamics

(00:49:48) Risk Dynamics and Market Competition

(00:55:44) Key Lessons and Future of Venture Capital

Investing in Venture Secondaries

Introduction

Matt
This is Matt Reustle, and today we are covering the increasingly thematic market of venture secondaries. My guest is Ravi Viswanathan, founder and Managing Partner of NewView Capital, and Ravi was an ideal guest for this topic because his career has come full circle around this theme.

He saw the initial market for venture secondaries while at Goldman Sachs post the dot-com fallout, and nearly two decades later, his fund NewView uses venture secondaries as a key piece of their overall investing strategy. They have been at this for six years, so it's not new to them.

In the conversation, I wanted to cover some of the basics around these transactions because so much of private markets are bespoke. And while Ravi confirmed the bespoke nature makes each individual secondary deal unique, there are some consistencies in terms of how they approach the opportunity.

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