StrictlyVC Launches Exclusive LP Track at TechCrunch Disrupt 2025
StrictlyVC returns to TechCrunch Disrupt this October, convening the key players shaping the venture capital ecosystem amid a challenging liquidity environment. Partnering with Cendana Capital—an established backer of over 80 funds in 15 years—the event introduces a dedicated off-the-record LP track that offers unvarnished insights into capital flows, shifting LP priorities, and critical strategies for general partners (GPs) to succeed in today’s market. The LP track will take place on October 28 at 3 p.m. at San Francisco’s Moscone West, preceded by networking and drinks. Attendance is strictly limited to investor-pass holders, ensuring an intimate setting for high-level discussions and connections.
The Liquidity Reckoning: Navigating the New LP Landscape
This session will feature Lara Banks (Makena Capital), Matt Hodan (Lexington Partners), and Michael Kim (Cendana Capital) dissecting the ongoing liquidity squeeze. With exit opportunities dwindling and distributions under pressure, LPs are recalibrating their venture allocations. The panel will explore how these dynamics affect LP–GP relationships, fund pacing, and capital commitments, offering candid perspectives on emerging opportunities and areas of pullback.
Inside the LP Selection Process: Differentiating in a Competitive Market
Kelli Fontaine and Michael Kim of Cendana Capital, alongside Adam Grosher from Getty, will reveal how LPs evaluate emerging managers amid lengthening fundraising timelines and intensified capital concentration. The discussion will demystify what factors help GPs stand out, how trust is built, and which common pitfalls can undermine funding prospects.
GP Perspectives on LP Relationships
Kevin Hartz of A* will provide a founder-turned-investor viewpoint on fostering durable LP partnerships. His insights cover managing expectations through market cycles, aligning vision with returns, and transforming transactional contacts into long-term collaborations.
Global High-Tech at a Crossroads: Trends and Deep-Tech’s Role
Dror Bin, CEO of the Israel Innovation Authority, will discuss the complex global high-tech landscape marked by rapid innovation, geopolitical challenges, and tighter capital markets. The session will highlight Israel’s strategic emphasis on deep-tech founders and investors as a model of resilience and excellence. StrictlyVC’s LP track is designed exclusively for investors raising, deploying, or managing capital. It promises actionable strategies tailored to today’s fundraising climate alongside invaluable networking opportunities. Investor passes are available now with early-bird pricing offering a $637 discount until September 26, 11:59 p.m. PT. The broader TechCrunch Disrupt 2025 experience includes industry stages, expert-led breakouts, curated roundtables, investor-founder meetings, and over 200 startup demos.
FinOracleAI — Market View
TechCrunch Disrupt 2025’s StrictlyVC LP track arrives at a pivotal moment for venture capital. As liquidity tightens and LPs become increasingly selective, transparent dialogue between LPs and GPs is essential for navigating this complex environment.
- Opportunity for GPs to recalibrate strategies based on direct LP feedback.
- Enhanced understanding of shifting capital flows and fund pacing amid liquidity constraints.
- Risks include prolonged fundraising cycles and potential capital allocation pullbacks.
- Deep-tech and global innovation hubs like Israel offer resilient investment themes despite macro uncertainties.
Impact: This focused LP track is poised to strengthen LP–GP relationships and provide critical market intelligence, equipping venture capital players to better manage risk and capitalize on emerging opportunities in a challenging fundraising landscape.
