📶 Carta releases new state of privates data

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Good morning 👋

Who doesn’t love private market data?

Carta shares what they’ve been seeing for the past two quarters, a16z is in a PR war again, and some VCs weigh in on fund sizing.

Let’s get into it.

TL;DR:

• 📰 News

• 🔗 Links

• 🐥 Tweet

• 💰 Funds

• ™️ Startups

• 📶 Recs

• 🗳 Poll

HEADLINES
Q2 private markets update 📋

• State of Private Markets: Q2 2024 (Carta)

• Startups Take Longer To Close Rounds, As Funding Cliff Looms (Crunchbase)

• Ben Horowitz declares war on Michael Moritz (TechCrunch)

• HarbourVest Enters New Territory With $18.5 Billion to Back Secondary Deals (WSJ)

• VCs weigh in on fund sizing in 2024 (Sifted)

• Market Map: Last-mile delivery startups deliver boost to supply chain tech (Pitchbook)

Together with Confluence.VC Pro
“I’ve gotten promoted twice because of this” 🤫

For those of you looking for more things to get you ahead at work, you should check out Confluence Pro. It’s where we share our best guides, playbooks, databases, and other reports.

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LINKS

📈 The Story of a 2,500x Investment: How Vinod Khosla made a name for himself in the 90s

🪤 The Pro-Rata Trap: How VCs lose millions on their biggest winners

💰 Family office pay data: How much do FO investors make?

✅ A Few Little Ideas and Short Stories: Morgan Housel’s list of wisdom lessons

❤️‍🩹 Healthcare will be the Industry that Benefits Most from AI: The baggage of last-generation workflow apps won’t get in the way with the adoption of AI in the health space

💄 Learning From Founders: Paul Graham’s essay about the general principle that the less people spend on performance, the more they spend on appearances to compensate

🛠 Tools Directory: Get discounts on the best software tools we use to power our business

TWEET

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FUNDS

P.S. 👉 If you’re looking to get a new VC job … 

We’ve found the best way to do that is to find the jobs before they become available. In our opinion, the best way to do that is to a) find who is raising funds and b) find who is the right person to contact at each of those funds.

Lucky for you, we’ve already collected all of that information for you.

Here’s how to see all the information we have on funds (plus contact info)

STARTUPS (Together with Harmonic)
Series A companies backed by Accel 🔎

We use Harmonic to get thousands of data points on companies like these. 

Here’s how you can do the same.

RECS

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POLL

Thanks for reading this far and giving us a little bit of your attention this week.

Feel free to unsubscribe whenever this stops becoming valuable to you.

- Clay

RESULTS

Here are the results from our poll question in yesterday’s piece:

Which type of database would be most-interesting to you?

🟨🟨🟨⬜️⬜️⬜️ VC firms: A list of venture funds that you can segment by sector, stage, and geography (6)

🟨🟨🟨🟨🟨⬜️ Venture-backed companies: A shortlist of companies backed by who we consider top funds (9)

🟨🟨🟨🟨⬜️⬜️ A database of our top companies: The best companies we have looked at over the past few years (8)

🟩🟩🟩🟩🟩🟩 Agencies + service providers: Who we recommend to outsource different parts of a business (advertising, VAs, legal, etc.) (10)

🟨🟨🟨🟨⬜️⬜️ Software recs and other good tools: A shortlist of tools we are paying customers of (8)

41 Votes