Latest / The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
491. How AI Reshapes LP Allocation Strategy, The Convergence of Venture and Buyout, and Permanent Shifts to Liquidity (Lara Banks)
Lara Banks of Makena Capital Management joins Nick to discuss How AI Reshapes LP Allocation Strategy, The Convergence of Venture and Buyout, and Permanent Shifts to Liquidity. In this episode we cover:
Underwriting New Funds and Long-Term Partnerships
Criteria for Investment and Deal Breakers
Persistence in Venture and Brand Building
CO-Investments and Prepared Minds
Alignment and Strategy Drift
AI Market and Investment Opportunities
Secondaries as a Permanent Shift in Liquidity
Value Concentration and Allocation Strategies
Guest Links:
Lara's LinkedIn
Makena's LinkedIn
Makena's Website
The…
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