Thought Leadership Threads

Most successful startups find product-market fit by doing a single thing better or cheaper than other available options. But most startups struggle to crack the code on additional products.

Here are 5 common fallacies to avoid if you want to expand beyond a wedge product:

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.

If you want to constantly produce top quartile returns, you have to find at least one “return the fund” (RTF) investment every fund.

Here’s a simple exercise that’s helped me spot 1-2 RTFs every fund:

"There are only two ways to make money in business. One is to bundle and the other is to unbundle."

A thread on this powerful but very mis-understood concept:

This may sound funny but I actually have a favorite business model.

We all know that the goal of business is to sell a good/service at a higher price than it costs to manufacture and distribute.

My favorite business model is designed to do this extremely well. 👇🤯

When a #startup that I’m advising wants to raise money in the near future, I always ask them the question: “Are there any asterisks?” By this I mean, are there any counter-factual results that will have to be explained in diligence. This matters A LOT. A 🧵👇

A common question Founders struggle with is “how to monetize”. Founders have strong thoughts on the product/service they want to build, but many are baffled when it comes to determining the best way of building a highly profitable business. A framework that might help:

I was listening to the 20 Minute VC podcast w/@davidtisch as a guest. He threw out an important concept that most Founders don’t think about enough: “Is My Company A Top Half Performer?” This is a critical concept that’s worth unpacking: 👇👇👇

Most #startups need years of growth before they turn profitable. Some consume LOTS of cash. As a result, I suggest every Investor and Founder obsess about COM3 --- Cash Out Minus 3 Months. This might be the most important metric to care about.

A few thoughts on COM3: