📶 some issues with GP spinouts

Some thoughts around GP spinouts, SaaS is NOT dead, the great liquidity shift, and rethinking the IPO window

April 03, 2025 • Estimated Reading Time: 8 minutes

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I banged out 100 pullups in <15 minutes yesterday. If you can beat that, you have my respect.

GP spinouts are just about the only emerging managers who are raising new funds nowadays.

The logic from many LPs is that these managers are more backable due to their pedigree, but I have always had some thoughts around whether or not that is correct.

Here are some of those thoughts …

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Today’s highlights

  • Some thoughts around GP spinouts

  • SaaS is NOT dead

  • The great liquidity shift

  • Rethinking the IPO window

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