newsfilter.io

Beezer Clarkson

Showing 11 of 1 transcripts.

  1. 20VC with Harry Stebbings1h 1m

    Beezer Clarkson: Are LPs Open for Business & Why Do LP Incentive Mechanisms Need to Change? | E1073

    Beezer Clarkson, Harry Stebbings

    Sapphire Partners general partner Pesar outlines a venture capital market shift toward $300–$700 million funds and a tightening of LP capital deployment amidst stalled IPO windows expected to remain closed until late 2025. The discussion highlights how power law-driven returns and misaligned fee structures are forcing institutional investors to rebalance portfolios, exemplified by Sapphire's new early-stage specialist mandate for CalSTRS. Industry data suggests a prolonged period of valuation discounts and liquidity constraints before the sector recovers to traditional growth models.