Hey @Sjir Hoeijmakers🔸, really love this! Based on Nan's Substack post, I tried to build a detailed model on the upcoming philanthropic capital that'll create a real funding shock. I think that could be interesting to you to refine your view: https://x.com/PChuzeville/status/2075595916984119317
It’s intended to be collaborative, so please criticize, debate, and challenge anything on this sheet!
Hey @Siobhan_M, love the article - given that Nan's Substack article is the starting point here, you may be interested in the model I built that goes into the details of the upcoming wave of philanthropic capital: https://x.com/PChuzeville/status/2075595916984119317
The main idea was to look at this through the lens of a funnel (from existing capital pools to the field absorption capacity), to get more accurate estimates.
Hey @Yaqi Grover, in case you want to refine your opinion a bit, I've recently built a model that estimates how much new philanthropic capital could reach the field over the next decade here: https://x.com/PChuzeville/status/2075595916984119317 The main idea was to look at this through the lens of a funnel: capital pools -> valuations -> liquidity -> payout -> allocation -> capacity
If that's interesting to you, feel free to criticize, debate, and challenge anything on the sheet :)
Hey @NickAllardice if that's interesting to you, I built a detailed model that touches on the absorption capacity of the industry here: https://x.com/PChuzeville/status/2075595916984119317
Hey @Sjir Hoeijmakers🔸, really love this! Based on Nan's Substack post, I tried to build a detailed model on the upcoming philanthropic capital that'll create a real funding shock.
I think that could be interesting to you to refine your view: https://x.com/PChuzeville/status/2075595916984119317
It’s intended to be collaborative, so please criticize, debate, and challenge anything on this sheet!
Hey @Siobhan_M, love the article - given that Nan's Substack article is the starting point here, you may be interested in the model I built that goes into the details of the upcoming wave of philanthropic capital: https://x.com/PChuzeville/status/2075595916984119317
The main idea was to look at this through the lens of a funnel (from existing capital pools to the field absorption capacity), to get more accurate estimates.
Hey @Yaqi Grover, in case you want to refine your opinion a bit, I've recently built a model that estimates how much new philanthropic capital could reach the field over the next decade here:
https://x.com/PChuzeville/status/2075595916984119317
The main idea was to look at this through the lens of a funnel:
capital pools -> valuations -> liquidity -> payout -> allocation -> capacity
If that's interesting to you, feel free to criticize, debate, and challenge anything on the sheet :)