Thought Leadership Threads

There’s a lot of mis-information being shared about VC performance and how it translates into LP returns.
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There’s also a lack of understanding about how the VC ecosystem broke the LP ecosystem over the past few years and why this matters A LOT.
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Here’s what’s going on:🧵👇

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VCs didn’t know what fintech was until giants emerged like Stripe, Credit Karma and NuBank.

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Then every VC wanted fintech exposure. But these “fintech tourists” have exited the building.

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What follows is advice 8 VCs who stayed the course are giving their fintech companies.🧵👇

The biggest fallacy in the Startup world is to believe that the entry price for a great investment is irrelevant.

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While great investments generate great returns, being indifferent to price is a function of sloppy thinking.

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A useful mental model that great Investors use:🧵👇

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There’s a major structural flaw in how the VC ecosystem works that we don’t talk about enough.

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It’s a flaw that creates confusion and bad advice for Founders.

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And it’s a flaw that makes no sense when you dissect it. 🧵👇

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2022 was a horror story with inflation being the boogeyman and the markets being a serial killer on the loose.
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Surviving economic adversity is a life skill so here are a few tips to help you navigate 2023 and stay mentally strong. 🧵👇

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Many companies went through a major layoff in 2022. Many more will reduce their staff in 2023.
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When the dust settles, businesses will be leaner but challenges will still remain.
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Here's a valuable checklist for survivors:🧵👇

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2022 was more of a body blow than a knockout punch to #Founders and #VCs.
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Most Founders will stagger to their feet and strategize with their Investors.
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So while the next 12 months will feel like 12 more rounds, it’s a fight that can be won.
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8 predictions for 2023: 🧵👇

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Another day another meltdown in the crypto space. Smarter minds than mine are unpacking the details of what’s happened and what comes next.
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But I thought it would be worth explaining “the issue behind the issue” and when your money might not be safe!!!! 🧵👇

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Founders are busy re-structuring their operating plans to reduce burn.
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A reduction in burn almost always slows growth which #VCs will interpret as a negative signal.
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The result is confusion and loads of bad advice.

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Is this a solvable problem? 🧵👇

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