Steve Lord
speaker
944 appearances
4 recordings
1 series
first heard Jul 2025
last heard 7 Apr
Steve Lord’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Apr 2026 with 1.
Appearances
Healthcare is a bit of a safe haven for capital in times of uncertainty because everybody still needs healthcare.
And then I think you have a
Continued, maybe is the right way to put it, trepidation around consumer related startups because people worry about the consumer.
In this environment, the consumer takes less vacations, they buy less things, they don't they don't replace the washing machine, they don't buy a new car.
All of that starts to slow down.
So I think that area will remain weak for the time being.
Quite a bit.
And I think how that's being manifested is in valuations.
So for the deals that are getting done, the valuation conversation is still very difficult for the founders.
Okay.
You know, we're seeing continuation of um flat rounds, plus ups, all of the continuation rounds, things like that that say everything they possibly can accept.
Down round.
We are still seeing down rounds.
Um and even when it is not a down round, I think even when it's fresh capital, it the valuation conversation is definitely still.
Favoring the VC.
So that's how I think it's happening.
They are getting a lot of pressure to deploy capital, as they should.
Mm-hmm.
They've been sitting on a lot of capital for a while.
And for all the reasons we're describing, they're telling the the LPs, Look, would you rather us write a check by mistake and you'll regret it later?
Showing 841–860 of 944 · page 43 of 48
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