Meghan Reynolds (@meghankreynolds) 's Twitter Profile
Meghan Reynolds

@meghankreynolds

Head Capital Formation & Talent @ Altimeter. I talk about what I learn from LPs. Mom is what I do best. No Invest Advice Views My Own

ID: 758699148312875008

linkhttps://linktr.ee/meghanreynolds calendar_today28-07-2016 16:22:27

714 Tweet

17,17K Followers

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Major progress made in Washington by Brad Gerstner with Invest America. Senator Ted Cruz bringing it home!! $1k at birth for all babies in the USA, invested in the S&P. Power of compounding and capitalism. Make every family an owner. Now that’s the American Dream! 🇺🇸

Brad Gerstner (@altcap) 's Twitter Profile Photo

The House, Senate & WH are ALL getting behind Invest America bc 401k like accounts from birth seeded with $1000 in the S&P 500 just make sense! Bi-Partisan, Main Street, Common Sense. 🇺🇸🚀🤍

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Heard from LPs this week: Zipped through Brazil this week. Open sourcing my learnings: - What an amazing country; exceeded my expectations on every measure (people, food, beauty) - There is no sov wealth and pensions are not super active in alts. Some scale bank platforms

Heard from LPs this week:

Zipped through  Brazil this week. Open sourcing my learnings: 

- What an amazing country; exceeded my expectations on every measure (people, food, beauty) 

- There is no sov wealth and pensions are not super active in alts. Some scale bank platforms
Meghan Reynolds (@meghankreynolds) 's Twitter Profile Photo

Super proud and happy to see my partner and friend, Altimeter‘s Clark Tang, named on Institutional Investor’s 2025 Rising Star List. Well deserved recognition of incredible hard work and drive! 🚀 Brad Gerstner institutionalinvestor.com/article/instit…

David Clark (@daveclark85) 's Twitter Profile Photo

For us, the key ratio continues to be (exit size x ownership) / fund size. Over 90% of the 3x early-stage funds we have backed have had at least one company that returned the entire fund. Even for growth funds, one single investment has to move the needle. /5

Meghan Reynolds (@meghankreynolds) 's Twitter Profile Photo

Proud partner moment! 🥹 Invest America is in the the reconciliation bill. Have watched Brad Gerstner take this from idea to bill w/ relentless energy & passion to give every child the gift of ownership & compounded invested savings. Beyond amazing that it's happening!!

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Heard from VC LPs this week: A pitch framework that resonated for its simplicity. Define four things: 1. why (invest in this now) 2. why you (differentiation) 3. how (you source, pick, win) 4. what success looks like (portfolio construction, target returns)

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Congrats to my partner Brad Gerstner on another appearance on the Forbes Midas List. If there was a similar list for public tech investors as well he’d most certainly be on it as well - which makes him even more of a legend! Our team is super proud of our fearless leader 🤩🏆🏅⭐️💛👑

Congrats to my partner <a href="/altcap/">Brad Gerstner</a> on another appearance on the <a href="/Forbes/">Forbes</a> Midas List. If there was a similar list for public tech investors as well he’d most certainly be on it as well - which makes him even more of a legend! Our team is super proud of our fearless leader 🤩🏆🏅⭐️💛👑
Brad Gerstner (@altcap) 's Twitter Profile Photo

GAME - the Golden Age of Margin Expansion. Step 1, Mag 7 “got fit.” Step 2, Mag 7 now truly leveraging the benefits of AI to grow top lines while holding the line on headcount. On the flip-side, labor OpEx being replaced w GPU Capex. 📈🧐

GAME - the Golden Age of Margin Expansion.  Step 1, Mag 7 “got fit.”  Step 2, Mag 7 now truly leveraging the benefits of AI to grow top lines while holding the line on headcount.  On the flip-side, labor OpEx being replaced w GPU Capex.  📈🧐
Meghan Reynolds (@meghankreynolds) 's Twitter Profile Photo

In a ”private for longer“ age, the VC secondary mit scales massively. Not just LPs selling fund stakes — includes GPs selling single assets, strip sales, continuation funds, etc. My prediction: volume > $200B in ’25 & just getting started. Sri Muppidi theinformation.com/articles/vc-fu…

In a ”private for longer“ age, the VC secondary mit scales massively.  Not just LPs selling fund stakes — includes GPs selling single assets, strip sales, continuation funds, etc. My prediction: volume &gt; $200B in ’25 &amp; just getting started. <a href="/srimuppidi/">Sri Muppidi</a> 

theinformation.com/articles/vc-fu…
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In other news... saw this 🤯chart today in the SVB State of the Markets deck. Their Punchline: Top quartile funds don’t actually return capital for 16-20 years

In other news... saw this 🤯chart today in the SVB State of the Markets deck.  Their Punchline: Top quartile funds don’t actually return capital for 16-20 years
Meghan Reynolds (@meghankreynolds) 's Twitter Profile Photo

Heard from VC LPs this week: Another chart that makes me 🤔 When I started in the industry (25 yrs what!?!) you deployed your fund in 4-5 yrs. 10yrs ago that dropped to 2-3 years. As the industry refocuses (again) on IRR & DPI... is ‘24 a signal of trend reversal?

Heard from VC LPs this week: 

Another chart that makes me 🤔 
When I started in the industry (25 yrs what!?!) you deployed your fund in 4-5 yrs. 10yrs ago that dropped to 2-3 years. As the industry refocuses (again) on IRR &amp; DPI... is ‘24 a signal of trend reversal?