2021 was a banner year for new VC funds- $14.7B. I said then, and since, many will fold up and die, including their portfolio companies. There is a way out for fund managers, or to at least recoup capital and avoid total loss.
PitchBook(TM) estimates 37% will not be able to raise a second fund. Many have been and are sweating as cash call to LP's go unanswered. Portfolio companies with fiscal models designed to drain cash need to pivot fast - some management teams are just draining the cash knowing they are going to go under.
Why is this the case?
Lots of reasons -the economy, inexperienced fund managers, bad portfolio choices, and on and on, including lack of exit strategies. Founders are taught by their ecosystems and funders that there are 2 exits - a massive IPO, or get bought out by a huge firm for big money.
There are other ways. It may involve
- Changing it up to keep the dream alive.
- Be realistic, and create attainable goals leading to definable exit strategies.
Stony Hill Advisors, Inc. has been there done that - and we can help.
Which is why we are out there and talking to both VC and PE funds- we are positioned to assist and find solutions.
March 4, 2024