20VC: Which Stage of the Market Will Be Hit Hardest? The Difference Between Efficiency Driven-Growth and Capital Driven-Growth & Why Now Represents a Great Opportunity for the Secondary Markets with Ravi Viswanathan, Founder @ NewView Capital

Posted on 13th May 2022 by Harry

Ravi Viswanathan is the Founder & Managing Partner at NewView Capital. Today with over $2.2BN AUM, Ravi has built a portfolio including Plaid, Duolingo, Hims & Hers, MessageBird, and Scopely. Prior to founding NVC, Ravi was a General Partner at NEA, where he co-led the firm’s fintech investment practice and made investments in Braintree (acquired by PayPal), MuleSoft (acquired by Salesforce) and Plaid to name a few.

In Today’s Episode with Ravi Viswanathan:

1.) Entry Into Venture:

  • How Ravi made his way into the world of venture with NEA?
  • What led Ravi to spin out of NEA and raise $1.3BN for the debut NewView fund?
  • How did seeing the multiple booms and busts impact Ravi’s mindset investing today?

2.) Impact on Seed and Series A:

  • What is the impact of the current market on the seed ecosystem?
  • Why does Ravi believe we could and will see price inflation at the earlier stages?
  • How does Ravi advise early-stage founders when it comes to managing runway and burn?

3.) Impact on Growth:

  • How does the current macro environment impact the growth landscape today?
  • How does Ravi reflect on his own price sensitivity? Why will this landscape be some of the best times to invest? Where is Ravi most excited?
  • How does Ravi assess the difference between efficiency and capital-driven growth?

4.) Secondaries and M&A:

  • How does Ravi believe the secondary market will be impacted?
  • Why will more and more of the best seed and early funds engage in secondaries?
  • How does Ravi advise managers on sizing the right amount to take off the table when selling?
  • How does Ravi expect the private company to private company M&A market to change?
  • Why is this change in the M&A market so exciting?

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