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Unit Economics

Hamilton Lane | Q4 2020 & Year-End Valuations

The whipsawing observed in listed markets over the course of 2020 made for some of the most eagerly anticipated year-end private markets valuations in recent memory.

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Marcelino Pantoja founder-in-residence
over 2 years ago

Founder-in-Residence @ Platform Venture Studio

Quite a number of funds have more than recovered from their first quarter decline in 2020:

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Look at the growth equity and venture capital fund return distribution for each quarter in 2020:

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Look at the fund return distribution in Q4 2020 for growth equity and venture capital separately:

Jeremy Burton core team
over 2 years ago

CEO | Founder | Managing Partner @ Platform Venture Studio

The scatter plot definitely tells a very clear story!

Marcelino Pantoja founder-in-residence
over 2 years ago

Founder-in-Residence @ Platform Venture Studio

I'm sure everybody in the red circle had mostly tech in their portfolios:

Marcelino Pantoja founder-in-residence
over 2 years ago

Founder-in-Residence @ Platform Venture Studio

Much of venture capital had a stellar year in 2020.

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"In our 2021 Market Overview, we openly wondered whether funds with the largest markdowns would have larger (or smaller) rebounds in subsequent quarters. The early evidence suggested there was little relationship between initial markdowns and go-forward performance, which was consistent with the industry’s experience in the aftermath of the GFC. We’ve now updated our initial analysis to include data from Q4 2020."

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