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Fund Structure

What is an emerging manager?

Quick Answer

An emerging manager is a VC fund manager raising their first 1-3 funds, typically with a smaller fund size ($5M-$100M). Research shows emerging managers often outperform established firms, as they're hungrier, more focused, and closer to founders.

Detailed Answer

Emerging managers are the newest generation of VC fund managers. They're typically on Fund I, II, or III and building their track record.

Profile of an emerging manager: - Fund size: $5M-$100M (typically $10M-$50M for Fund I) - Team: 1-3 GPs (often solo GP for Fund I) - Background: Former operator/founder, angel investor, or VC associate/principal - Differentiation: Specialized thesis, unique deal flow, founder network

Why emerging managers often outperform: - **Hunger** — More motivated to generate returns to raise future funds - **Focus** — Smaller portfolios mean deeper company support - **Founder access** — Often closer to early-stage founders than large firms - **Flexibility** — Smaller fund sizes allow investing at earliest stages - **Data** — Cambridge Associates data shows Fund I-III managers outperform on average

Challenges: - Harder to raise from institutional LPs (who prefer track records) - Limited operational infrastructure - No brand recognition for deal flow - Resource constraints for portfolio support

The emerging manager ecosystem: - Dedicated LP programs (Kauffman Fellows, RAISE Global) - Fund-of-funds focused on emerging managers - Emerging manager accelerators (First Round, Operator Collective)

LP perspective: Allocating 10-20% to emerging managers is increasingly common as an alpha-generation strategy.

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