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Chronicles

The story behind the story

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Source: Benchmark's 2020 fund is now worth 10x+ and 2024 fund is 3x what investors put in, based on cash distributions and the paper value of its investments

Natasha Mascarenhas /Bloomberg:

Bloomberg Natasha Mascarenhas

Discussion

  • @curiousjorge65 Miles Dieffenbach on x
    I'm sure the LPs are happy, and this is why VC as an asset class exists for most LPs, upside skew. If I want a 15% net IRR, I can get that in a much better risk adjusted vehicle than a $5b+ VC fund that will take 15+ years to liquidate. Congrats to Benchmark, the model works!
  • @pitdesi Sheel Mohnot on x
    👀 Benchmark 2020 fund at ~10x (Legora, Mercor, Sierra) Benchmark 2024 fund at ~3x (Manus, Cursor) Honestly wild that some folks had counted them out
  • @trace_cohen Trace Cohen on x
    Best performing 2020 fund?
  • @cashflow_cowboy @cashflow_cowboy on x
    Rumors of the boutique model's demise have been greatly exaggerated