samir kaji

@Samirkaji

CEO of Allocate (Allocate.co) Host of the Venture Unlocked podcast, ventureunlocked.substack.com. My opinions are mine, not Allocate’s.

Menlo Park, CA

ventureunlocked.substack.com

Joined April 2009

Pinned
samir kaji
@Samirkaji
Mar 21
I talk to thousands of LPs every year. Here's what I'm seeing right now when it comes to how they're approaching VC. 1) Late-stage co-investments have never been hotter. The top 5-7 names have effectively *unlimited* demand. And that supply/demand imbalance has created three
samir kaji
@Samirkaji
14h
We truly live in a crazy time right now in vc. 1/We are back to rounds at huge upticks every 3-6 months, and sometimes 2 tranches of a round within weeks at diff valuations 2/ For top companies, spv has become a 4 letter word 3/ people casually saying, upside is 500b-1t exit.
samir kaji
@Samirkaji
Aug 12
No no no….. Investors should have transparency both ways. It builds trust and people gave you capital, they are owed understanding how things are going. Need to also understand that you are playing the long game. Those back channel references matter Also, why is fundraising
Alfred Wahlforss
@itsalfredw
Aug 11
founders: only send investor updates when you're winning. Listen has sent 3 in its history. All fundraise announcements. Nobody reads a bad update and helps. They just mark you as dying.
samir kaji
@Samirkaji
Aug 8
Fun to join the guys @tbpn this week to talk all things vc!
TBPN
@tbpn
Aug 4
"When the tide goes out, you see who's wearing the swim trunks." Allocate CEO @Samirkaji says AI private market valuations are due for a pullback as early as next year. "One of the most dangerous things to say in the investing world is 'This time's different.' Rarely is it
00:00
samir kaji
@Samirkaji
Aug 8
Raising as an emerging manager w/o status (spin-out/rock star operator0 or a crazy attributable track is damn near impossible today. Similar to non-AI native companies.