Johnny Boufarhat

I had a lot of fun recording a podcast episode with Shiva Singh Sangwan. We discussed the evolution of Humba Ventures & Susa Ventures; tips for raising and building a fund; how to improve investment sourcing & picking; the role of luck in investing, and so on. https://lnkd.in/eiqsStej

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One of the biggest myths in VC is the one about picking your investors carefully because of the ‘long relationship you will have’ Yes, this can be true for the small percentage of breakout companies, BUT these will be in the position to replace early investor with later ones – if you don’t like them, kick them out from the board room in the next round However, for the vast majority of companies, you WILL NOT be the fund returner for your VC – and that ‘long relationship’ quickly turns into either a) pure silence, or b) the Partner being ‘swamped right now’ and replacing themselves with a Junior Intern Analyst Associate who just graduated from McKinsey (it’s a school, right?) on your board So much for that long relationship :)

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Gone are the days where eccentric characters like Adam Neuman of WeWork, Sam Bankman-Fried of FTX, or Elizabeth Holmes of Theranos, can enamour backers with charm and a quixotic venture. Entrepreneurs have to keep in mind that venture capitalists too are responsible for their portfolio company’s performance.... #authoredarticle #entrepreneurship #startups #seedfunding #venturecapital #growth #product https://lnkd.in/gdWVSusr

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Looking forward to meeting women entrepreneurs who are on their journey to create some pathbreaking ideas and inspiring others to do the same. #advaitawomenentrepreneurs #womeninbusiness #entrepreneurship #womenentrepreneurs #EmpowerWomen #womenleaders #businesswomen

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🚨 Fundraising Alert 🚨 Top tier companies raising Pre-Seed to Series A in the next 6 months should apply to Focal where they can pitch almost all their prospective investors at once. Demo day is on May 16th. ✅ Applying takes 7 mins ✅ Previous applicants raised from funds like Sequoia, Balderton, Episode 1, Lightspeed and GV. ✅ Even if you find fundraising easy, this is a way to build added momentum. You can apply here: https://lnkd.in/eTdTtSw7

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As the Shasta Ventures approval deadline approaches, we're presented with a unique opportunity to observe the complexities and inherent conflicts in GP-led secondary transactions. This scenario sheds light on the considerable leverage GPs hold within the private equity infrastructure. According to the article, proposed continuation fund requires LPs to approve the transaction if they wish to roll their interests into the new structure—a stipulation that could be seen as putting undue pressure on LPs. This raises critical questions about the balance of power in private equity deals and the alignment of interests between GPs and LPs. What are your thoughts? Is it appropriate for GPs to demand such conditions for LPs to participate in a continuation fund? How do you see this impacting the broader private equity landscape and the perception of GP-led secondary transactions? Looking forward to hearing your insights and perspectives on this pivotal issue. #PrivateEquity #VentureCapital #InvestmentTrends #ShastaVentures #GPledSecondaries

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Worth checking out for any companies at the right stage.

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This could be a big year for M&A. As a consumer health investor, I had a lot to say about the Walmart news last week. Thanks to Modern Retail and Modern Healthcare for featuring my perspective. The bottom line is that I expect to see more retailers learning their lesson and doing more “buy” than build. This could be a boon for the digital health sector, as I expect we’ll see a lot more buy-ups of high-quality clinic businesses with a loyal patient population already onboarded. This is not the end of retail health care, it’s just the end of a specific strategy that was never setup for success. https://lnkd.in/gbCQqYHi https://lnkd.in/guKNHUkE

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