Meltem Demirors|Dec 05, 2025 17:54
preparing for our 2026 @CrucibleCap planning meeting with @itsanhonour_ @kellyjgreer and the team
the playing field for investment firms (VC / PE) is ever expanding but winning stays the same - to be *the best* compounders of capital
who should we be studying?
we have a growing internal list of managers, firms, and strategies. as everyone does their year end review, would be keen to see how you see the field and rank the players.
it’s nice to have time to step back and reflect objectively on how we win and how big we win. my ambition is boundless.
my list of aspirational capital compounders:
@ThriveCapital
Magnetar
@RibbitCapital
@multicoin
@foundersfund
@HummingbirdVC
less interested in 2000’s pure play VC history, more interested in firms who innovate with novel structure, strategy, and sector focus. especially interested in firms who play across capital structure through a VC lens like @8vc’s recent credit sleeve w Apollo etc.(Meltem Demirors)
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