In Visible Capital with PitchBook
67 episodes - English - Latest episode: over 1 year ago -Historically, the private markets have been on the fringe, but as trillions of dollars have flowed into this dynamic asset class, there is an increasing need for greater insight. Since 2007, PitchBook has been shining a light on key trends and events in venture capital, private equity and M&A through comprehensive data and detailed analysis. Subscribe to our podcast for thoughtful conversations with industry leaders and PitchBook analysts to help you better understand the evolving capital markets.
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Episodes
European PE Breakdown
September 08, 2020 09:00 - 33 minutes - 30.8 MBAnalyst Dominick Mondesir joins the show to unpack PitchBook's Q2 2020 European PE Breakdown report. Topics include a primer on the European private equity landscape, reaction to the pandemic, potential Brexit impacts, how European GPs are balancing support of existing portfolio companies with seeking new investments and more.
What’s Driving 2020’s SPAC Surge?
September 01, 2020 09:00 - 13 minutes - 12.7 MBPitchBook venture capital analyst Cameron Stanfill joins the pod to discuss his recent analyst note "The 2020 SPAC Frenzy," which breaks down this year’s SPAC boom. Topics discussed include what’s driving the surge (1:35), how private equity firms and SPACs are forever intertwined (5:40), why reverse mergers are more forgiving to startup founders than the typical leveraged buyout (7:12) and why host Adam Lewis can’t wait to see what baseball executive Billy Beane will do with his SPAC (11:10...
Dishing on Private Debt
August 25, 2020 09:00 - 20 minutes - 18.5 MBPitchBook analyst Dylan Cox returns to the program to discuss the PitchBook H1 Global Private Debt Report. Topics discussed include why direct lending funds aren’t the only show in town anymore (1:15), whether equity holders should be bailed out when a company struggles (6:35), how the private debt market breaks down (10:40) and how he uses proxies to evaluate the performance of the credit market (15:15).
The Evolution of US VC during the COVID-19 Crisis
August 18, 2020 09:00 - 32 minutes - 29.6 MB“In Visible Capital” host Adley Bowden recaps highlights from the 2Q 2020 PitchBook-NVCA Venture Monitor webinar, which featured representatives from Silicon Valley Bank, NVCA, PitchBook and Certent discussing recent US VC trends. Topics include what to expect for VC dealmaking in the second half of 2020 (2:40), what type of companies are attracting attention from investors (8:26), what the NVCA has been lobbying for lately (13:00) and the recent proliferation of VC mega-funds (23:52). Clic...
Q2 2020 US PE Breakdown
August 11, 2020 09:00 - 24 minutes - 22.6 MBSenior analyst Wylie Fernyhough unpacks PitchBook’s Q2 2020 US PE Breakdown, discussing how investors are deciding which portfolio companies to support (8:25), changes to limited partner agreements (9:52), which funds are finding success in a tight fundraising environment (15:42), trends in the LP-GP relationship for GP stakes investing (21:33) and more. This episode is sponsored by Intralinks.
Breaking Down the Problems with PPP
August 04, 2020 09:00 - 24 minutes - 22.3 MBPitchBook news executive editor Alec Davis and senior financial journalist James Thorne join the program to discuss the US government’s Paycheck Protection Program, which is set to expire August 8. Topics include a look at how many venture capital and private equity-backed companies received loans (2:30), how some justified taking money (4:28), how affiliation rules impacted who got funds (9:10), the preferential tax treatment that PE and VC investors already enjoy (12:32) and how to treat t...
The impact of economic uncertainty on US Venture Capital
July 28, 2020 09:00 - 21 minutes - 19.4 MBPitchBook analysts Daniel Cook and Andy White break down their recent analyst note “Quantitative Perspectives: US Venture Capital during Economic Uncertainty.” Topics discussed include how COVID-19 has impacted startup valuations (3:30), how the 2008 financial recession impacted their valuation forecasts (6:00), how to evaluate the impact of exit value vs. number of exits (13:35) and how limited partners are viewing the VC market (17:45).
Construction tech and VC struggles at large
July 21, 2020 09:00 - 14 minutes - 13.6 MBPitchBook venture capital reporter Priyamvada Mathur joins the show to discuss how the COVID-19 pandemic has sped up digital transformation in the construction industry (1:59), why that transformation is expected to last through COVID-19 (5:25) and how venture capital firms and startups across the industry have struggled to adapt over the past few months (7:35). Mathur also explains why 2Q data will tell us the real story on how firms are faring (10:25) and whether they think they’ll be part...
Maven CEO James Heckman on Sports Illustrated’s future
July 14, 2020 09:00 - 17 minutes - 16.1 MBMaven CEO James Heckman joins the show to discuss the devastating impact of COVID-19 on Sports Illustrated’s advertising revenue (2:45), his response to critics of the company’s new digital strategy (7:16), why he remains bullish about the prospects of video advertising (10:37) and why he believes the company can take on Facebook and Google in the digital advertising space (15:12). Check out more insight from Heckman in “As games resume, sports media tries to rebound from advertising wastela...
Technology and the COVID-19 Response
July 07, 2020 09:00 - 21 minutes - 20 MBEmerging tech analyst Ryan Vaswani breaks down his analyst note “Accelerating History: Pandemic-Driven Tech Opportunities.” Topics discussed include which industries have accelerated their tech capabilities in response to COVID-19 (2:46), how companies have focused resources to improve the accuracy of tests (8:46), where investors have directed their capital to help, (11:07) what’s next for edtech (16:15) and why we’ll all eventually be ruled by robots (19:46).
Just a Tech Guy with a Jumper
June 30, 2020 09:00 - 26 minutes - 24 MBPitchBook editor Kevin Dowd breaks down his story “NBA standout Spencer Dinwiddie has a VC-fueled vision for the future of stardom,” which appears in PitchBook’s latest version of the PlayBook magazine. Topics discussed include Dinwiddie’s background with venture firm Eonxi (2:02), his bid to tokenize his $33 million NBA contract (9:13) and why Wall Street and Silicon Valley investors continue to pour billions of dollars into professional sports (14:45), even with leagues struggling with the...
VCs are finally ready to talk about menopause
June 23, 2020 09:00 - 13 minutes - 12 MBPitchBook venture capital reporter Eliza Haverstock discusses her story “Narrative Change: VCs are finally ready to talk about menopause” (1:30) and why the femtech space has seen a lack of investments from VC investors (4:28). In addition, Haverstock looks at how female founders and female investors are handling the shaky economic climate brought on by the COVID-19 pandemic (7:22).
The Great Unlocationing
June 16, 2020 09:15 - 21 minutes - 19.9 MBPitchBook emerging tech analyst Paul Condra joins the crew to discuss his research note, "The Great Unlocationing.” It’s a thorough explainer of how COVID-19 has forced companies to institute widespread work-from-home policies and how that could lead VCs to devote more capital to companies suited to that strategy (3:32). In addition, Condra explains how investors could soon have portfolios of exclusively work-from-home companies (9:30) and how the macro-trend could lead to huge savings for m...
ESG and Impact Investments in the Private Markets
June 16, 2020 09:10 - 19 minutes - 17.9 MBPitchBook analyst Hilary Wiek comes on the show to explain the differences between impact and ESG investing strategies being implemented at private equity and venture capital funds (1:45), how COVID-19 will impact the social investment world (11:45), whether driving returns for LPs and making a tangible positive impact on the world actually compatible, or is this just a marketing ploy for some investors to attract more capital? (15:07)
Buyout Funds in Times of Crisis
June 16, 2020 09:05 - 20 minutes - 18.8 MBPitchBook private equity analyst Dylan Cox breaks down his analyst note, "Buyout funds in times of crisis." Topics covered include how lessons from previous economic downturns inform modeling private equity fund returns (1:40), how COVID-19 has changed the dealmaking environment (4:05), what it will take to get deal flow going again (11:35) and what to expect in private equity fundraising (14:05).
Venture Funds in Times of Crisis
June 16, 2020 09:00 - 21 minutes - 19.8 MBIn the inaugural episode, PitchBook venture capital analyst James Gelfer comes on the show to discuss his analyst note "Venture funds in times of crisis." Topics covered include how VCs have used lessons from the 2008 financial crisis to help mitigate the negative financial impact from COVID-19 (3:05), why investors are calling capital more quickly than ever (6:55), how dealmaking has been impacted, what the next couple of years could be like for the exit environment (8:15) and how private m...
Introducing In Visible Capital with PitchBook
June 08, 2020 22:39 - 11 minutes - 10.1 MBFor more information, visit pitchbook.com.