Published May 22, 2023

20VC: Why Your Fund Model Should Not Rely on $10BN+ Outcomes, Why the Large Funds Got Too Large, The Rise of Solo GP's; The Pros and Cons & Is Consumer Subscription Even a Good Sector to Invest in with Nico Wittenborn @ Adjacent

Nico Wittenborn, founder of Adjacent, delves into venture capital strategies by critiquing the dependence on $10BN+ exits, advocating for Solo GP models, and evaluating the viability of consumer subscription models, while underscoring the influence of macro trends and the 'adjacent possible' in identifying new market opportunities.

Episode Highlights

Topics covered

Investing in Future
01
Venture Capital Strategy
02
Consumer Subscription Models
03

Episode Highlights

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Dexa/Harry Stebbings

20VC: Why Your Fund Model Should Not Rely on $10BN+ Outcomes, Why the Large Funds Got Too Large, The Rise of Solo GP's; The Pros and Cons & Is Consumer Subscription Even a Good Sector to Invest in with Nico Wittenborn @ Adjacent

Topics covered

Popular Clips

Pricing Strategies

European Bias

The Emergence of Subscription-Based Software

Early Product Decisions

Investing Regrets

Investing Insights

Valuation Dynamics

Diversifying Customer Acquisition

Money and Long-Term Perspective

Valuable Board Members

Solo GP Insights

Evolving Beyond Mobile

Future of Venture

Breaking Limitations

Episode Highlights

Investing in Future

Venture Capital Strategy

Consumer Subscription Models

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20VC: Why VC Subsidizes the Wrong Type of Business, Why Capital Gains Tax is Crazy, The Biggest Misalignments Between VCs, Founders and LPs, Why Business Model - Product Fit is as Important as Product-Market-Fit with Chris Paik @ Pace Capital

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Topics covered

Popular Clips

Episode Highlights

Investing in FutureNico Wittenborn, founder of Adjacent, explores the future of venture capital, highlighting the challenges for large funds and the rise of solo general partners. He also discusses emerging market opportunities driven by macro trends and the concept of the "adjacent possible."

Investing in Future

Venture Capital StrategyNico Wittenborn examines the strategic intricacies of venture fund models, emphasizing the importance of a thesis-driven approach and the benefits of the Solo GP model. He shares insights into decision-making processes and the dynamics of partnerships within venture capital.

Venture Capital Strategy

Consumer Subscription ModelsNico Wittenborn examines the potential of consumer subscription models as viable investment opportunities. He discusses the challenges and future prospects of this emerging market, highlighting the importance of strategic growth and adaptation.

Consumer Subscription Models

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