Thought Leadership Threads
It used to be common for a startup to de-risk in distinct phases that aligned with capital raises.
Discipline disappeared and the number of rounds a typical startup raised exploded into “alphabet soup”.
The market is returning to “normal”. Here’s what you need to know: 🧵👇
There’s a major structural flaw in how the VC ecosystem works that we don’t talk about enough.
It’s a flaw that creates confusion and bad advice for Founders.
And it’s a flaw that makes no sense when you dissect it. 🧵👇
2022 was more of a body blow than a knockout punch to #Founders and #VCs.
Most Founders will stagger to their feet and strategize with their Investors.
So while the next 12 months will feel like 12 more rounds, it’s a fight that can be won.
8 predictions for 2023: 🧵👇
Funding high growth, high burn startups isn’t as easy as it was 6 months ago.
Startups raise capital when they can, but it’s not obvious what happens if their fundraising efforts fail. Are they destined to close shop or are there other possible outcomes?
A few thoughts: 🧵👇
After months of hard work you’ve managed to raise a comfortable amount of new of capital for your #startup. Now what?
A simple thread for Founders and VCs about shifting from a “need to raise” to a “need to prove” mindset.
We’re witnessing one of the most exciting periods in VC history. Funding is flowing freely, valuations are stratospheric and gigantic exits have become the norm. As a VC this should feel great, but does it? Maybe not. What follows is a rant that bears my soul on the topic:
It’s been 6-months since I posted a thread about the trend of early stage companies raising of 2-3 back-to-back rounds with minimal progress in-between. I asked some amazing VCs whether or not anything has changed since. They think it’s gotten worse. Their thoughts:
There’s a supply/demand imbalance in the startup world (too much capital/not enough great companies). This means it’s a great time to be a Founder if you have an epic idea, but how do you know if your idea is any good? I asked some amazing VCs and here’s their advice:
Every early stage startup pitch looks the same at a foundational level. This means that the analysis of every early stage startup also looks similar (especially true in #venturecapital and #fintech). Unpacked: