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The Venture Capital Podcast with Fexingo: VCs, Term Sheets, and Startup Investing

How VCs Are Buying Their Own Founders Out

The Venture Capital Podcast with Fexingo: VCs, Term Sheets, and Startup Investing · 2026-06-19 · 10 min

Episode notes

Lucas and Luna dig into the quiet rise of continuation funds, where VCs sell portfolio companies to themselves rather than letting outside buyers in. On this episode of The Venture Capital Podcast, they trace the mechanics through a real 2025 deal: a $400 million health-tech rollup orchestrated by a top-tier firm. They explain why limited partners are getting squeezed, how the SEC is starting to pay attention, and what it means for founders who thought their VC was strictly on their side. Fresh data from June 2026 shows the S&P 500 up 6% this year while venture returns lag, making these internal deals more tempting than ever. If you've heard the term 'GP-led secondaries' but weren't sure how they actually work — or why they matter to anyone holding a startup stake — this episode gives you the blueprint. #ContinuationFunds #GPledSecondaries #VentureCapital #PrivateEquity #FounderEquity #LPSqueeze #SEC #PortfolioManagement #HealthTech #TermSheet #CapitalMarkets #StartupExit #Business #Finance #Investing #FexingoBusiness #BusinessPodcast #VCPodcast Keep every episode free: buymeacoffee.com/fexingo

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