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Chronicles

The story behind the story

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SoftBank Vision Fund's sole senior managing partner, Deep Nishar, says he will leave by the end of 2021 after six years at the fund

Bloomberg Gillian Tan

Context & Ripple Effects

Deep Nishar's exit is the capstone of a two-year churn at the top of SoftBank's Vision Fund departures wave, which had already taken out the COO and four partners by late 2020 before SoftBank hired Microsoft M12 chief Nagraj Kashyap as its first major replacement. As sole senior managing partner, Nishar was the last of the fund's founding investment bench still standing alongside co-CEO Rajeev Misra.

The significance is succession: within weeks SoftBank answered the vacancy by promoting four investors to managing partner — including Lydia Jett, the first woman in the role — rather than recruiting another marquee external name, and Misra himself would begin stepping back the following year.

First-order effects

  • The Vision Fund loses its only senior managing partner, leaving Rajeev Misra as the dominant voice over an investment committee already thinned by the prior partner exodus.
  • SoftBank must staff the gap immediately, and it chooses internal elevation — promoting Lydia Jett and three others — over another high-profile outside hire like the earlier Kashyap move.

Second-order effects

  • Promoting from within shifts deal-approval power to a younger cohort with no WeWork-era scars, just as the fund's US portfolio is shrinking by tens of billions and it pivots toward bets like its first OpenAI investment.
  • Rival mega-funds gain a recruiting window: a departing senior partner with Nishar's track record becomes the kind of anchor hire competitors can build teams around, echoing how SoftBank itself once pulled talent when Nikesh Arora wound down SoftBank Capital.

Third-order effects

  • If the pattern holds — Nishar out in 2021, Misra securing his own $6B+ fund in 2022 and fully exiting by 2024 — the Vision Fund completes a generational handover from Masayoshi Son's original dealmakers to internally promoted partners running a smaller, chastened vehicle.
  • The churn points toward mega-funds institutionalizing succession planning around partner benches rather than celebrity investors, because concentrated star-dealmaker structures prove fragile once flagship bets sour.

The trend: SoftBank's Vision Fund is replacing its founding generation of star dealmakers with internally promoted partners as its marquee portfolio unwinds.

Discussion

  • @deepnishar Deep Nishar on x
    36 investments:8 IPOs,2 M&A & 2 SPACs to date. What an amazing six years! Thanks to Masa, Rajeev, Ron and the SoftBank platform for this incredible journey, and a seat at the head table of the AI & biotech revolutions. (1/2) https://twitter.com/...
  • @deepnishar Deep Nishar on x
    I will bid adieu to my amazing team and colleagues at the end of this year. With much gratitude for the honor and privilege of serving the SoftBank family. (2/2) https://twitter.com/...