[JumpCrisscross]

> how some of these big LPs are modeling opportunity cost against their growth equity commitments?

This isn't unique to growth equity but commiting to a capital-calling fund in general.

> no one really wants to be interested in increasing their exposure to PE or growth equity anymore

PE and VC suffered relative to private credit [1][2]. (Basically, folks want to lend to private companies more than they want to buy stakes in them.)

It's unclear whether growth is being uniquely impacted versus private equity in general, early-stage VC inclusive.

[1] https://www.institutionalinvestor.com/article/2dk6rmatv89c9u...

[2] https://www.bloomberg.com/news/articles/2024-10-01/jpmorgan-...

[blackeyeblitzar]

Thanks for sharing your perspectives in this thread. You seem to have a lot of deeper knowledge about how all this works. Any guidance on what to follow or where to learn to understand these complex dynamics of the investment world? I feel like much of what I’ve seen is more like the basics.