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Chronicles

The story behind the story

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Source: VC firm OpenView laid off most of its staff and does not plan to make new investments, after several partners recently left the firm

OpenView Venture Partners is a VC firm which raised $2.4 billion and is now shutting down because they don't think they can generate returns for their LPs. … X: @saranormous : Dramatic VC fund collapse (vs slow fade into irrelevance) is rarely returns/fundraising and more often misalignment between partners Sample size n = 4 Natasha Mascarenhas / @nmasc_ : Scoop w/ @amir: Boston-based venture capital firm OpenView has cut most of its staff and will stop making new investments & focus on supporting existing portfolio companies. This comes just months after the firm closed a $570M fund. https://www.theinformation.com/ ... Miles Dieffenbach / @curiousjorge65 : @pitdesi Numerous things could've triggered it (all spelled out in the LPA). Possible Key Person clause in which usually majority of LPs or LPAC vote on if the investment period ends or continues. No clue on my end though. Amir Efrati / @amir : We have updated the story: Several partners have also recently left the firm, so that really gummed up the works. @KateClarkTweets @nmasc_ Natasha Mascarenhas / @nmasc_ : New: I got my hands on the memo OpenView sent portcos after our reporting. “After extensive discussion and evaluation, the partners do not have confidence in the ability to deliver on our commitment” to its most recent fund, which will enter a “voluntary suspension period.” Andrew Chan / @chandr3w : Really rare to see a large fund just disappear like that with such a recent close. The only real example that comes to mind for me is Formation 8. Will be extremely curious to see where the dust settles with OpenView. @lewis_lin : @Techmeme @nmasc_ Absolutely sad news. Openview is one of the best when it comes to nurturing the startup ecosystem. Dan Primack / @danprimack : I don't yet know what really happened, but “industry pressure” doesn't cause this. Jonathan Chang / @thechangj : Wow just off the press...Openview ($2.4B in AUM with their last fund being $570m) announces their wind down and lays off most of their 74 person team. Only supporting existing portcos going forward and no new investments Alexander Niehenke / @aniehenke : Sad to see OpenView go. They've been a great competitor & partner over my last 15 years of investing. They had some fantastic wins & people. Sheel Mohnot / @pitdesi : We're starting to see some contraction in venture. More to come. Openview had raised $2.4B over 7 funds, most recently $570M. Something doesn't add up - they filed this fund with the SEC in 9/22 & likely have capital to deploy; I'd imagine that some GP's would want to continue. @adamtzag : @jspujji Wow, definitely unexpected. I collaborated with them somewhat recently on a project and nothing indicated this was coming. Jesse Pujji / @jspujji : Crazy juxtaposition for headlines on OpenView Ventures. Entrepreneurship is hard. [image] Matt Turck / @mattturck : Narrative: venture is a stable activity, collecting fees for years with a slow feedback look on performance Current reality: firm leaders stepping down (Tiger), firms getting acquired (La Famiglia), firms shutting down (Openview) Ben Bergman / @thebenbergman : OpenView, founded in 2006, has raised seven funds totaling $2.4 billion. The firm only raised $570 million for its latest fund, 30% shy of the $800 million target. This is unfortunately just the start of what will be a wave of “zombie funds.” @wholemarsblog : the tide has gone out Del Johnson / @deljohnsonvc : @KateClarkTweets ... LPs really need to rethink who they have been investing in, and the system that seems to elevate underperformance. https://x.com/... Gary Marcus / @garymarcus : The VC industry is likely in for tough times. One place just all but collapsed, per @theinformation, others are struggling to raise new funds. And still others are throwing goofy money at LLMs in some kind of Hail Mary. I know they won't listen to me, but they'd be well... [image]

The Information Natasha Mascarenhas

Context & Ripple Effects

OpenView's wind-down follows other signs that venture firms can retrench before fully deploying capital, including Founders Fund's reduction of an undeployed fund. It is a sharper outcome than a simple slowdown: OpenView is suspending its newest fund and reallocating its organization around existing holdings.

The episode also echoes Indie.vc's closure after disappointing LP outcomes, underscoring that a firm's ability to raise capital does not by itself ensure a durable investing platform.

First-order effects

  • OpenView's staff reduction and halt to new investments end it as a source of fresh capital for prospective founders while concentrating its remaining resources on portfolio support.
  • Existing portfolio companies retain an investor focused on them, but lose the prospect of OpenView making follow-on commitments from an actively investing platform; LPs face a voluntary suspension of the recent fund.

Second-order effects

  • Portfolio companies seeking future rounds may need to broaden their investor base sooner, while other firms can compete to finance deals OpenView would previously have considered.
  • The shutdown gives LPs another concrete case for scrutinizing fund governance, deployment plans, and partner stability alongside reported fund size.

Third-order effects

  • If similar suspensions and closures persist, venture fundraising may reward firms with proven organizational continuity and the capacity to support companies through multiple financing cycles, not just strong fundraising brands.
  • The contrast between fund cutbacks and large vehicle raises suggests a more uneven VC market, with capital and institutional durability concentrated in a narrower set of managers.

The trend: Venture capital is moving toward greater accountability for whether a fund's team, governance, and portfolio-support capacity can endure after capital is raised.

Discussion

  • @nmasc_ Natasha Mascarenhas on x
    Scoop w/ @amir: Boston-based venture capital firm OpenView has cut most of its staff and will stop making new investments & focus on supporting existing portfolio companies. This comes just months after the firm closed a $570M fund. https://www.theinformation.com/ ...
  • @jspujji Jesse Pujji on x
    Crazy juxtaposition for headlines on OpenView Ventures. Entrepreneurship is hard. [image]
  • @curiousjorge65 Miles Dieffenbach on x
    @pitdesi Numerous things could've triggered it (all spelled out in the LPA). Possible Key Person clause in which usually majority of LPs or LPAC vote on if the investment period ends or continues. No clue on my end though.
  • @adamtzag @adamtzag on x
    @jspujji Wow, definitely unexpected. I collaborated with them somewhat recently on a project and nothing indicated this was coming.
  • @amir Amir Efrati on x
    We have updated the story: Several partners have also recently left the firm, so that really gummed up the works. @KateClarkTweets @nmasc_
  • @nmasc_ Natasha Mascarenhas on x
    New: I got my hands on the memo OpenView sent portcos after our reporting. “After extensive discussion and evaluation, the partners do not have confidence in the ability to deliver on our commitment” to its most recent fund, which will enter a “voluntary suspension period.”
  • @chandr3w Andrew Chan on x
    Really rare to see a large fund just disappear like that with such a recent close. The only real example that comes to mind for me is Formation 8. Will be extremely curious to see where the dust settles with OpenView.
  • @pitdesi Sheel Mohnot on x
    We're starting to see some contraction in venture. More to come. Openview had raised $2.4B over 7 funds, most recently $570M. Something doesn't add up - they filed this fund with the SEC in 9/22 & likely have capital to deploy; I'd imagine that some GP's would want to continue.
  • @deljohnsonvc Del Johnson on x
    @KateClarkTweets ... LPs really need to rethink who they have been investing in, and the system that seems to elevate underperformance. https://x.com/...
  • @mattturck Matt Turck on x
    Narrative: venture is a stable activity, collecting fees for years with a slow feedback look on performance Current reality: firm leaders stepping down (Tiger), firms getting acquired (La Famiglia), firms shutting down (Openview)
  • @thebenbergman Ben Bergman on x
    OpenView, founded in 2006, has raised seven funds totaling $2.4 billion. The firm only raised $570 million for its latest fund, 30% shy of the $800 million target. This is unfortunately just the start of what will be a wave of “zombie funds.”
  • @wholemarsblog @wholemarsblog on x
    the tide has gone out
  • @garymarcus Gary Marcus on x
    The VC industry is likely in for tough times. One place just all but collapsed, per @theinformation, others are struggling to raise new funds. And still others are throwing goofy money at LLMs in some kind of Hail Mary. I know they won't listen to me, but they'd be well... [image…
  • @thechangj Jonathan Chang on x
    Wow just off the press...Openview ($2.4B in AUM with their last fund being $570m) announces their wind down and lays off most of their 74 person team. Only supporting existing portcos going forward and no new investments
  • @danprimack Dan Primack on x
    I don't yet know what really happened, but “industry pressure” doesn't cause this.
  • @lewis_lin @lewis_lin on x
    @Techmeme @nmasc_ Absolutely sad news. Openview is one of the best when it comes to nurturing the startup ecosystem.
  • @aniehenke Alexander Niehenke on x
    Sad to see OpenView go. They've been a great competitor & partner over my last 15 years of investing. They had some fantastic wins & people.