491. How AI Reshapes LP Allocation Strategy, The Convergence of Venture and Buyout, and Permanent Shifts to Liquidity (Lara Banks)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified · Nick Moran
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Show Notes
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:
The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
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