Valuation Insights
Jeff emphasizes the challenges of using public market multiples for private companies, particularly in early-stage investments where revenues may be minimal. He highlights the importance of intuition in assessing valuations and discusses the significance of team composition, noting a blend of expertise from both public market investment and venture capital backgrounds.In this clip
From this podcast
The Hard Part with Evan McCann
Jeff Parks from Stack Capital
Related Questions
How should I think about hiring the right people for my VC growth fund, given the difference in underwriting processes from the seed/early stage investing I currently do?
How should I think about hiring the right people for my VC growth fund, given the difference in underwriting processes from the seed/early stage investing I currently do, as discussed in the episode Apurva Mehta of Summit Peak Investments on discovering the next-gen of top venture investors, Venture Unlocked Episode 018 and the clip Venture Firm Infrastructure?
How should I think about hiring the right people for my VC growth fund, given the difference in underwriting processes from the seed/early stage investing I currently do, as discussed in the episode Kim Lew – The Carnegie Way (Capital Allocators, EP.52) and the clip Shifts in CIO Role?