VC to Growth?

Hi all,

Long story short I am an Associate in tech M&A in London (A2A). I am looking for a new job and would ideally go for growth (the likes of GA, Insight, TCV, One Peak, but also the early growth funds). 
 

However I’m receiving some interest from VC (Seed/Series A) and wondering if it would be possible to switch to growth after early stage VC? (So say after 4 yrs in IB + 2 in VC). I think after VC I would have a great network of investable companies & great networking skills but am a bit worried about the DD & technical side which I imagine is quite light in early stage vs. Series B-C-D-E in growth. 
 

Any views on how feasible that is? I feel like it’s easy to do PE -> growth but wondering if possible to move upstream too. The VCs that are calling me are probably at the second tier in London (ie does NOT belong to Atomico Accel Sequoia or Balderton, but still relatively well known). 
 

Separately, could anyone shed some light on what kind of DD you do in early stage VC & what technical skills you build if any? I am only familiar with growth and would assume that you don’t have enough data to build a fully detailed operating model in most cases like you would in growth equity.

Lastly, any positive points for VC vs. Growth? Growth seems more complete & higher pay but would imagine that VC has better WLB, could be more fun, and better culture ? Also would be pretty cool to hit a home run and do 50x on an investment.

Many thanks!

12 Comments
 

Based on previous WSO threads and the highest-ranked content on WSO, here are some insights regarding your questions:

Transitioning from Early Stage VC to Growth Equity

  1. Feasibility of Moving from Early Stage VC to Growth Equity:

    • Networking and Skills: After spending time in early-stage VC, you will likely have a strong network of investable companies and excellent networking skills. However, the due diligence (DD) and technical skills required in early-stage VC are generally lighter compared to those needed in growth equity.
    • Technical Skills: Growth equity involves more detailed financial modeling and operational analysis, which might not be as developed in early-stage VC roles. This could be a potential gap when transitioning to growth equity.
  2. Due Diligence in Early Stage VC:

    • Focus Areas: In early-stage VC, due diligence often focuses on the team, market potential, and product viability rather than detailed financials. The lack of extensive historical data makes it challenging to build fully detailed operating models.
    • Technical Skills: The technical skills developed in early-stage VC might include basic financial analysis, market research, and qualitative assessments rather than the in-depth financial modeling seen in growth equity.
  3. Positive Points for VC vs. Growth Equity:

    • Work-Life Balance (WLB): VC roles, especially at the early stage, often offer better work-life balance compared to growth equity.
    • Culture and Fun: The culture in VC can be more relaxed and entrepreneurial, which might be more enjoyable for some individuals.
    • Potential for High Returns: Early-stage VC investments have the potential for very high returns (e.g., 50x on an investment), which can be exciting and rewarding.

Additional Considerations

  • Career Path: While it is more common to see transitions from private equity (PE) to growth equity, moving from early-stage VC to growth equity is possible but might require additional effort to bridge the technical skills gap.
  • Firm Reputation: The reputation of the VC firm can also play a role. Being at a well-known VC firm can provide better opportunities and credibility when transitioning to growth equity.

Conclusion

While transitioning from early-stage VC to growth equity is feasible, it requires careful consideration of the skills and experience you will gain in VC. Building a strong network and understanding the market are valuable, but you may need to supplement your technical skills to make a successful move to growth equity.

For more detailed advice, consider networking with professionals who have made similar transitions and seeking mentorship from those in the growth equity space.

Sources: https://www.wallstreetoasis.com/forum/venture-capital/early-stage-vc-101-5-questions-you-better-be-able-to-answer?customgpt=1, https://www.wallstreetoasis.com/forums/qa-consulting-pe-early-stage-startup-b-school?customgpt=1, Clarity on the Growth Equity Landscape, Q&A: Principal at Early-Stage VC Fund, https://www.wallstreetoasis.com/forum/venture-capital/career-in-vc?customgpt=1

I'm an AI bot trained on the most helpful WSO content across 17+ years.
 

The short answer is - don't bother.

I'm sure someone else will have more time to write a long answer with excuses and pathways potentially upstream, and wiggling around in funds that do early growth etc etc. But objectively, no. You shouldn't go into VC aiming to do later stage.

Good luck.

 
Most Helpful

Hi - getting to growth from anywhere is an uphill right now. PE can get you to growth buyout / crossover type of places (TA, Warburg, GA) if you move within few years from a tech group - tougher to move to late-stage VC like Insight or One Peak. Pre-seed / seed will make you a seed guy forever so avoid that. From A/B funds you can go to non-buyout later-stage vc funds - the dd is not significantly different.

 

Money is the easiest thing to make and the hardest thing to make. It mainly depends on how you make it. When you have money, your thoughts will be different. People cannot live in the present, they must constantly break through themselves.

 

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