StrictlyVC is back at TechCrunch Disrupt in October, bringing together the insiders who shape the venture capital landscape. This time there will be a sharper focus on the market’s biggest challenge: liquidity.
In an era of extended exit timelines, slowed distributions, and increasingly selective LPs, the conversations behind closed doors matter more than ever. Working with Cendana Capital, which has backed 80+ funds in its 15-year history, we are launching a new off-the-record LP Track that offers an unfiltered look at where capital is flowing, how LP priorities are shifting, and what GPs need to know to survive and thrive in this environment. If you raise, deploy, or manage capital, this is the room you want to be in.
Join us on October 28 from 3 p.m. at San Francisco’s Moscone West for drinks and networking before the program begins. Attendance is limited to Investor Pass holders only — and every session is designed to arm you with strategies you can use immediately in today’s challenging fundraising climate while at the same time connecting you with the people you need to know. Secure your Investor Pass and be part of this curated event built for investors.
Meet the startup investment leaders
Without further ado, meet the VC voices driving the insider conversations. Explore the Disrupt speaker page to learn more.
The Liquidity Reckoning: Navigating the New LP Landscape
with Michael Kim, Cendana Capital; Lara Banks, Makena Capital; and a speaker to be announced
Exits have slowed to a trickle, distributions are under pressure, and LPs are recalibrating their venture allocations. Michael Kim and Lara Banks unpack how the liquidity drought is reshaping LP-GP relationships, fund pacing, and capital commitments. Expect candid discussion on where LPs see opportunity, where they’re pulling back, and how GPs can position themselves to weather the storm.
Inside the LP Selection Process: Differentiating in a Competitive Market
with Michael Kim and Kelli Fontaine, Cendana Capital, and a speaker to be announced
Techcrunch event
San Francisco
|
October 27-29, 2025
With fundraising timelines stretching and capital concentration intensifying, LPs are more selective than ever. What actually gets a GP noticed and funded in 2025’s competitive market? Michael Kim and Kelli Fontaine of Cendana Capital pull back the curtain on how LPs evaluate emerging managers, assess fund strategy, and weigh track records against market conditions. Expect candid insights on building trust, standing out in a crowded field, and avoiding the pitfalls that quietly kill commitments.
GP Perspectives on LP Relationships
with Kevin Hartz, A*
The GP-LP dynamic is the quiet engine that drives venture capital. Kevin Hartz of A* shares a founder-turned-investor’s perspective on cultivating lasting LP partnerships, managing expectations through cycles, and aligning on both vision and returns. From first meetings to multi-fund commitments, Hartz offers hard-earned advice on building trust and turning transactional relationships into long-term alliances.
Grab your Investor Pass and take a seat
Take advantage of exclusive, investor-only sessions and connect with fellow VCs and startup leaders at StrictlyVC on October 28. And don’t forget to dive into the full Disrupt 2025 experience — industry-driven stages, expert-led breakouts, curated roundtables, investor-founder meetings, 200+ startup demos, and more. Register for your Disrupt ticket before rates increase after August 31.
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![Here’s Your First Look at The Riddler, Mad Hatter, Scarecrow, and Roxy Rocket in ‘Caped Crusader’ Season Two
Christopher Nolan’s The Odyssey gets an “R” rating. Eli Roth’s Ice Cream Man turns children into bloodsucking ghouls. Spider-Man: Brand New Day has a longer running time than John Boorman’s Excalibur. Come fly the teeth of the wind, share my wings. It’s Morning Spoilers! The Guide Deadline reports James Badge Dale, Abigail Cowen, and Edouard Philipponnat will star in The Guide, a “psychological thriller” concerning psychotropic mushrooms from directors Inon and Natalie Shampanier. The film stars Cowen as “a young woman who enters a psilocybin mushroom retreat in an effort to heal past traumas, surrendering herself to the care of a psychedelic therapy guide (Badge Dale). As the guide’s motives come under suspicion, the past bleeds into the present and the session unravels into a psychedelic nightmare.” Spider-Man: Brand New Day According to Shaw Theaters, Spider-Man: Brand New Day runs an impressive two hours and twenty-five minutes long.
The Odyssey TLC Chinese Theaters suggests Christopher Nolan’s The Odyssey has been rated “R” and runs two-hours and fifty two-minutes long. As the film is budgeted at $250 million, World of Reel states this would officially make it the most expensive R-rated movie of all time.
Ray Gunn Empire Magazine has a new image from Brad Bird’s animated sci-fi noir, Ray Gunn, starring the voice of Sam Rockwell as a Chris Pine-esque detective. Ice Cream Man Demonically-tainted ice cream turns children into cannibalistic deviants in the “red band” (and very gory!) trailer for Eli Roth’s latest, Ice Cream Man. [embed]https://www.youtube.com/watch?v=2JeUjIqK_4c[/embed] Fall 2: Deadpoint Two young women are trapped on a plank instead of a pole in the first trailer for the horizontal sequel to Fall.
[embed]https://www.youtube.com/watch?v=Rsztt5qDj_A[/embed] Ice Age: Boiling Point Elsewhere, the Ice Age cast is shot skyward by a volcanic geyser in the first teaser for Boiling Point. [embed]https://www.youtube.com/watch?v=EWY_wCPfIIM[/embed] The Littlest Hobo According to Deadline, a live-action reboot of The Littlest Hobo is now in development at Lionsgate Canada from Seth Rogen and Evan Goldberg’s production company, Point Grey, in partnership with franchise rights holders New Hobo Productions, Inc. As always, the new series will follow a crime-fighting German Shepherd who wanders from town-to-town doing everything from solving domestic disputes to foiling jewel heists. A Knight of the Seven Kingdoms During a recent interview with The Playlist, director Owen Harris provided a positive update on the troubled second season of A Knight of the Seven Kingdoms.
I’m in Belfast. We are halfway through season 2, slugging away. We are about to go off to Gran Canaria to shoot a part of it, and we have been shooting. We started shooting in November, I think, end of November. We’ve shot it in chunks. Another six episodes, and I’m doing four of them. Batman: Caped Crusader Amazon and Warner Bros. Animation shared several new images from the second season of Batman: Caped Crusader, including our first looks at all-new incarnations of The Riddler, Scarecrow, The Mad Hatter, and Roxy Rocket. Star Trek: Strange New Worlds During her recent appearance at FedCon ’26 in Germany (via Instagram), Christina Chong teased the ninth episode of Star Trek: Strange New Worlds‘ fourth season was “the hardest episode I’ve ever had to do,” because “someone I love very, very much is in it.”
Rick and Morty Finally, Rick tests the limits of the “Five Point Exploding Heart Technique” in a new clip from this week’s episode of Rick and Morty. [embed]https://www.youtube.com/watch?v=fxuqiI6mAIo[/embed] Want more io9 news? Check out when to expect the latest Marvel, Star Wars, and Star Trek releases, what’s next for the DC Universe on film and TV, and everything you need to know about the future of Doctor Who. #Heres #Riddler #Mad #Hatter #Scarecrow #Roxy #Rocket #Caped #Crusader #SeasonBatman: Caped Crusader,Morning Spoilers,Rick and Morty,Spider-Man: Brand New Day,The Odyssey Here’s Your First Look at The Riddler, Mad Hatter, Scarecrow, and Roxy Rocket in ‘Caped Crusader’ Season Two
Christopher Nolan’s The Odyssey gets an “R” rating. Eli Roth’s Ice Cream Man turns children into bloodsucking ghouls. Spider-Man: Brand New Day has a longer running time than John Boorman’s Excalibur. Come fly the teeth of the wind, share my wings. It’s Morning Spoilers! The Guide Deadline reports James Badge Dale, Abigail Cowen, and Edouard Philipponnat will star in The Guide, a “psychological thriller” concerning psychotropic mushrooms from directors Inon and Natalie Shampanier. The film stars Cowen as “a young woman who enters a psilocybin mushroom retreat in an effort to heal past traumas, surrendering herself to the care of a psychedelic therapy guide (Badge Dale). As the guide’s motives come under suspicion, the past bleeds into the present and the session unravels into a psychedelic nightmare.” Spider-Man: Brand New Day According to Shaw Theaters, Spider-Man: Brand New Day runs an impressive two hours and twenty-five minutes long.
The Odyssey TLC Chinese Theaters suggests Christopher Nolan’s The Odyssey has been rated “R” and runs two-hours and fifty two-minutes long. As the film is budgeted at $250 million, World of Reel states this would officially make it the most expensive R-rated movie of all time.
Ray Gunn Empire Magazine has a new image from Brad Bird’s animated sci-fi noir, Ray Gunn, starring the voice of Sam Rockwell as a Chris Pine-esque detective. Ice Cream Man Demonically-tainted ice cream turns children into cannibalistic deviants in the “red band” (and very gory!) trailer for Eli Roth’s latest, Ice Cream Man. [embed]https://www.youtube.com/watch?v=2JeUjIqK_4c[/embed] Fall 2: Deadpoint Two young women are trapped on a plank instead of a pole in the first trailer for the horizontal sequel to Fall.
[embed]https://www.youtube.com/watch?v=Rsztt5qDj_A[/embed] Ice Age: Boiling Point Elsewhere, the Ice Age cast is shot skyward by a volcanic geyser in the first teaser for Boiling Point. [embed]https://www.youtube.com/watch?v=EWY_wCPfIIM[/embed] The Littlest Hobo According to Deadline, a live-action reboot of The Littlest Hobo is now in development at Lionsgate Canada from Seth Rogen and Evan Goldberg’s production company, Point Grey, in partnership with franchise rights holders New Hobo Productions, Inc. As always, the new series will follow a crime-fighting German Shepherd who wanders from town-to-town doing everything from solving domestic disputes to foiling jewel heists. A Knight of the Seven Kingdoms During a recent interview with The Playlist, director Owen Harris provided a positive update on the troubled second season of A Knight of the Seven Kingdoms.
I’m in Belfast. We are halfway through season 2, slugging away. We are about to go off to Gran Canaria to shoot a part of it, and we have been shooting. We started shooting in November, I think, end of November. We’ve shot it in chunks. Another six episodes, and I’m doing four of them. Batman: Caped Crusader Amazon and Warner Bros. Animation shared several new images from the second season of Batman: Caped Crusader, including our first looks at all-new incarnations of The Riddler, Scarecrow, The Mad Hatter, and Roxy Rocket. Star Trek: Strange New Worlds During her recent appearance at FedCon ’26 in Germany (via Instagram), Christina Chong teased the ninth episode of Star Trek: Strange New Worlds‘ fourth season was “the hardest episode I’ve ever had to do,” because “someone I love very, very much is in it.”
Rick and Morty Finally, Rick tests the limits of the “Five Point Exploding Heart Technique” in a new clip from this week’s episode of Rick and Morty. [embed]https://www.youtube.com/watch?v=fxuqiI6mAIo[/embed] Want more io9 news? Check out when to expect the latest Marvel, Star Wars, and Star Trek releases, what’s next for the DC Universe on film and TV, and everything you need to know about the future of Doctor Who. #Heres #Riddler #Mad #Hatter #Scarecrow #Roxy #Rocket #Caped #Crusader #SeasonBatman: Caped Crusader,Morning Spoilers,Rick and Morty,Spider-Man: Brand New Day,The Odyssey](https://gizmodo.com/app/uploads/2026/06/Morning-Spoilers-June-5-Caped-Crusader-1280x853.jpg)
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