Suggestions
Ornit Shinar
Partner at RAIN | Seasoned Venture Investor & Dealmaker |Board Member | Innovation Expert & Keynote Speaker
Ornit Shinar is a seasoned leader, team builder, investor, and mentor with over 2 decades of experience in fostering successful innovation. Her diverse portfolio includes marquee investments in companies like Honeybook, Silverfort, Biocatch, Forter, and more. With a background in startups and corporates, Ornit brings a unique blend of skills crucial for guiding companies towards performance improvement and growth. She founded Citi's largest acceleration program, aiding over 100 graduates in raising $2B and selling to corporates and financial institutions. Ornit is a sought-after speaker at global conferences and has been hailed as a notable figure in Israel by Haaretz.
Highlights
EQT is raising a whopping $23.5B (Congratulations!), and they are not alone.
This mega-fund trend is not new - we saw that at the height of the market, but it's interesting that it is happening now… It suggests several things:
1️⃣ Shifting Power: Big players are consolidating, potentially leading to even larger deals and reshaping the landscape.
2️⃣ Focus on Track Record: The current market is challenging for first-time funds - we knew that, but maybe doggedly focused on the history of managing large portfolios
3️⃣ Growing Importance of Private Wealth: EQT's increased focus on high-net-worth individuals reflects a broader trend in the asset class.
Is it a sign of a healthy market or potential future concentration?
#Megafunds #PE #Investment #VentureCapital #VentureInvestor
Middle market continuation funds are hitting the sweet spot lately.
Smaller bites fit buyers' wish for diversity. And midsize companies offer more exit options and less reliance on stubbly public markets.
Meanwhile, mega funds need mega checks, which fewer secondaries firms pen these days. So, middle lane deals syndicate easier with cautious capital scattering.
Still, quality rules the road. Assets and alignment drive decisions more than size itself.
Will stuffed secondary war chests unlock and spur big-ticket deals? We are certainly believers…
Do you prioritise asset quality first or size and GP brand power? Midsize companies seem to be the safer bet now, but can they "return a fund"?
#Secondaries #Investments #VentureCapital #ContinuationFunds #VentureInvestor
