Thought Leadership Threads

It used to be common for a startup to de-risk in distinct phases that aligned with capital raises.

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Discipline disappeared and the number of rounds a typical startup raised exploded into “alphabet soup”.

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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.

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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 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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Funding high growth, high burn startups isn’t as easy as it was 6 months ago.
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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?
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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: