Asher Siddiqui (@ashercdkey) 's Twitter Profile
Asher Siddiqui

@ashercdkey

ID: 3006618943

calendar_today01-02-2015 12:24:49

404 Tweet

218 Followers

317 Following

Matt Turck (@mattturck) 's Twitter Profile Photo

Here it is! 🔥 After 100’s of hours of research and writing, excited to release the 2021 ***MAD*** landscape (Machine learning, Artificial Intelligence and Data) - with my colleague @john_d_wu A crazy, intense, and fun year in the ecosystem 👇👇👇 mattturck.com/data2021/

samir kaji (@samirkaji) 's Twitter Profile Photo

Since everyone has thoughts on the market & VC, thought I'd share our recent newsletter (we also compiled some great resources and data from David Sacks CB Insights fintechjunkie Carta) ventureunlocked.substack.com/p/the-bull-mar…

Bill Gurley (@bgurley) 's Twitter Profile Photo

Having survived two previous market resets (2001, 2009), people frequently ask me how this 2022 market reset is different and how it is the same. The obvious similarity is that valuation multiples have collapsed. We went from a "glass very full" mindset to one with many concerns.

Asher Siddiqui (@ashercdkey) 's Twitter Profile Photo

"We're transitioning from a very loose liquidity regime to a much tighter liquidity regime so we're going to have to overshoot historical levels before we stabilize," says Mohamed A. El-Erian on why the markets could have more losses ahead.

Arjun Dev Arora (@arjundarora) 's Twitter Profile Photo

During these bear market times, it's even more important to drive accountability through sharp & specific 1:1 communication - our latest post that walks through specific examples & frameworks to nail CEO/Executive communication to drive tangible results. formatone.io/blog/team-perf…

Beezer Clarkson (@beezer232) 's Twitter Profile Photo

Getting asked a lot if this downturn will be as bad as '99. sharing Cambridge Associates recent article on this bit.ly/3ytcjMI tldr: "expect..VC returns to be negatively impacted but doubt that impact will be as pronounced and wholesale as it was during the dot-com era"

Venture Unlocked (@ventureunlocked) 's Twitter Profile Photo

New Ep! Tusk Venture Partners Jordan Nof talks with samir kaji about evolving to an early-stage firm, navigating regulatory hurdles for startups, and what the future holds for crypto Listen and subscribe at ventureunlocked.substack.com

Chris Harvey (@chrisharveyesq) 's Twitter Profile Photo

Good breakdown of Emerging Managers: • Fund I-III (IV) • Primarily investing in Seed+ • >2,000 US seed-stage firms • 10x+ increase in Seed rounds b/w 2015-2019 vs. 2005-2009 • High variance % perf. The Rise of Emerging Managers in Venture Capital— samir kaji / Allocate

Good breakdown of Emerging Managers:
• Fund I-III (IV)
• Primarily investing in Seed+
• >2,000 US seed-stage firms
• 10x+ increase in Seed rounds b/w 2015-2019 vs. 2005-2009
• High variance % perf.

The Rise of Emerging Managers in Venture Capital— <a href="/Samirkaji/">samir kaji</a> / <a href="/joinallocate/">Allocate</a>
samir kaji (@samirkaji) 's Twitter Profile Photo

Really excited to announce a strategic partnership today between Allocate & Dynasty Financial partners. With our partnership, wealth advisory firms will be able to use our technology and platform to implement venture capital to clients! barrons.com/advisor/articl…

Beezer Clarkson (@beezer232) 's Twitter Profile Photo

We are frequently asked what drives #outperformance for a #VC To answer this we created a database of enterprise vs consumer performance 📊to spot patterns & analyze returns 🧵to share high level findings, but to dig deeper, download the full report👇 🔗bit.ly/3Cf17Uv

We are frequently asked what drives #outperformance for a #VC

To answer this we created a database of enterprise vs consumer performance 📊to spot patterns &amp; analyze returns

🧵to share high level findings, but to dig deeper, download the full report👇

đź”—bit.ly/3Cf17Uv
Asher Siddiqui (@ashercdkey) 's Twitter Profile Photo

“…2021 was the unlimited open bar, 22' the hangover, and 23'+ … a great time to build/invest…”

samir kaji (@samirkaji) 's Twitter Profile Photo

The common trait that I’ve found in most of my successful investments are people that have perpetual chips on their shoulders from always being underestimated.

samir kaji (@samirkaji) 's Twitter Profile Photo

With insitutional LPs pulling back, global family offices have been a focus for fund managers raising capital. There are few things to keep in mind with these groups (from my experience working with 250+ families): A shortđź§µ

Dave McClure (@davemcclure) 's Twitter Profile Photo

reflecting: it’s so much easier to discuss non-traditional (aka “crazy”) VC investment strategies with 15 yrs of data / 2,000+ co’s in the rear view mirror. back in 2008-10, i spoke with hundreds of (smart & experienced) VCs & LPs who said i was insane… and when I said the

reflecting: it’s so much easier to discuss non-traditional (aka “crazy”) VC investment strategies  with 15 yrs of data / 2,000+ co’s in the rear view mirror.

back in 2008-10, i spoke with hundreds of (smart &amp; experienced) VCs &amp; LPs who said i was insane… and when I said the
samir kaji (@samirkaji) 's Twitter Profile Photo

VC EMs that are not spin-outs: Family Offices are your most likely investors. Remember these 4 things: 1) For most FO's, VC is a participation sport and often as important as the returns are. The service/experience can be everything. You can differentiate through better

Asher Siddiqui (@ashercdkey) 's Twitter Profile Photo

Best part of this episode was David Sacks maintaining intellectual integrity and highlighting that “woke-ism” and “mob mentality” have existed on both the right and the left of the political spectrum for a long time … podcasts.apple.com/us/podcast/all…

samir kaji (@samirkaji) 's Twitter Profile Photo

13 things LPs should know about venture capital. 1/ VC is highly cyclical, alternating between long risk-on periods followed by sudden risk-off periods. Trying to time things is a fools errand, which is why consistency across vintages is required. 2)75-90% of VC funds