Mercedes Bent
speaker
417 appearances
1 recordings
1 series
first heard Sep 2025
last heard Sep 2025
Mercedes Bent’s voice in public audio — every appearance, attributed to the second.
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Appearances
And so...
If you can find it, it works.
But I think you have to have anything, a balanced portfolio around it.
So we do have internally a way that we think about earned TVPI versus gifted TVPI.
Frankly, we get a lot more excited about the earned TVPI deals.
We're an investor.
I don't know if I can talk exactly about the company we're an investor in, so I'll skip that part.
But we...
We've definitely done some there where it's people who have no name, you know, backgrounds, no pedigree, but it's their metrics that show forth.
I think downstream capital is really architected by mostly a couple of things.
One, true metrics that people can rely on.
Sure, everyone will to call that the earns thing.
Two is an addition to the founder's pedigree.
I think the founder's pedigree by series A, they're not showing results, doesn't matter.
So if I'm investing at the seed, I think that at least the person needs to have shown some type of market entry.
And two, I think it really comes down to what does the downstream capital think of my taste.
And so I think a better way to use my time as a manager is to –
cultivate relationships with the downstream capital that align highly with my taste and expose them to my founders through a lot of kind of curated conversations.
That is where I'm probably going to get any of the affordance I need in the gap between where they really are today and where they need to be.
for the person to mark them up.
Showing 261–280 of 417 · page 14 of 21
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