From crisis to growth: Navigating portfolio triage in venture capital with Michael Stucky

From crisis to growth: Navigating portfolio triage in venture capital with Michael Stucky

In the high-stakes context of venture capital, portfolio triage isn't just a strategy – it's a survival skill.

As markets shift and startups struggle, VCs face the brutal task of deciding which companies to save and which to let go. But it's not just about cold, hard numbers. It's a delicate dance of managing expectations, balancing resources, and sometimes delivering hard truths to passionate founders

Michael Stucky is Chief Investment Officer at Serpentine Ventures and a coach and mentor of young entrepreneurs and spin-off companies from ETH Zurich (ETHZ).

In this episode, we dive into the trenches with Michael and explore how VCs navigate the treacherous waters of portfolio triage, and what it means for both investors and startups when the lifeboats are limited and not everyone can make the cut.

****

Through our research, thought leadership, and annual program, IMD’s Venture Asset Management Initiative aims to demystify venture asset management in Switzerland and across Europe.

To find out more about IMD visit imd.org

For more information about our Venture Capital Asset Management program click here

Episoder(20)

Exploring the craft of fund sizing and modelling, with Daniel Keiper-Knorr

Exploring the craft of fund sizing and modelling, with Daniel Keiper-Knorr

How do investors strike the delicate balance between fund size, investment strategy, and portfolio construction to maximize returns?In today's markets, that's a tricky question. VCs need to keep one e...

30 Sep 202420min

The 'Trust Factor' in building strong GP-LP relationships, with Harshul Sanghi

The 'Trust Factor' in building strong GP-LP relationships, with Harshul Sanghi

In this new episode of Capital Conversations, Harshul Sanghi outlines the critical factors that underpin successful GP-LP relationships in venture capital, and the value of trust.Harshul Sanghi is a C...

31 Jul 202413min

Pt.2 Specialization in action: Inside a specialist VC's playbook for success

Pt.2 Specialization in action: Inside a specialist VC's playbook for success

Part 2 of Capital Conversations, with Evgenia Plotnikova.As technology advances and industries transform, venture capitalists face a critical decision: should they cast a wide net, or home in on a nic...

1 Jul 202417min

Specialization in action: Inside a specialist VC's playbook for success

Specialization in action: Inside a specialist VC's playbook for success

As technology advances and industries transform, venture capitalists face a critical decision: should they cast a wide net, or home in on a niche?To guide investors through this choice, Evgenia Plotni...

14 Jun 202416min

Bertrand Mueller on the marriage of pension funds and VCs

Bertrand Mueller on the marriage of pension funds and VCs

With trillions in assets worldwide, pension funds play a dual role, acting as both asset and liability managers, influencing their exposure to venture capital. In this episode of Capital Conversations...

14 Mai 202418min

Pt.2 Chris Douvos of Ahoy Capital on the evolution of the emerging managers segment

Pt.2 Chris Douvos of Ahoy Capital on the evolution of the emerging managers segment

Part 2 of our conversation with Chris Douvos, on how the Emerging Managers segment in Venture Capital has evolved since 2010.Chris Douvos founded Ahoy Capital in 2018, focusing on backing emerging ven...

10 Apr 202418min

Chris Douvos of Ahoy Capital, discusses the evolution of the emerging managers segment Pt.1

Chris Douvos of Ahoy Capital, discusses the evolution of the emerging managers segment Pt.1

In this new episode of Capital Conversations, we explore “How the Emerging Managers segment in Venture Capital has evolved since 2010” with Chris Douvos. Chris Douvos founded Ahoy Capital in 2018, foc...

22 Mar 202414min

Populært innen Business og økonomi

lydartikler-fra-aftenposten
stopp-verden
dine-penger-pengeradet
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
pengesnakk
utbytte
pengepodden-2
tid-er-penger-en-podcast-med-peter-warren
livet-pa-veien-med-jan-erik-larssen
finansredaksjonen
morgenkaffen-med-finansavisen
rss-markedspuls-2
lederpodden
okonomiamatorene
liberal-halvtime
rss-politisk-preik
rss-pa-konto
stormkast-med-valebrokk-stordalen