Thought Leadership Threads


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Frank Rotman

You’re probably familiar with SAFE notes if you’re an early stage Founder or Investor.

But did you know that later stage Investors and Founders are also using SAFE notes?

And have you figured out that later stage SAFEs can create real downstream problems for a startup? 🧵👇

October 25, 2023

Frank Rotman

The startup ecosystem is finally seeing good companies come to market again.

But after a year of focusing on costs and runway, some startups aren’t exciting anymore. Many startups that try to raise will hear: “We want more proof!”

Here’s what you need to know about proof:🧵👇

September 26, 2023

Frank Rotman

At a startup, stock options can be lucrative depending on the success of the company.

With valuations down, Founders are asking to reprice historical options.

Here’s what it means, why it’s important and when it’s appropriate.

September 7, 2023

Frank Rotman

Startups that have clean narratives and “up-and-to-the-right” results can generally raise capital with minimal friction.

But a fundraise takes on an entirely different form when a startup has “asterisks” that complicate the story.

Unfortunately, asterisks are now the norm!🧵👇

July 28, 2023

Frank Rotman

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

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

A useful mental model that great Investors use:🧵👇

April 21, 2023

Frank Rotman

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. 🧵👇

March 26, 2023

Frank Rotman

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: 🧵👇

December 13, 2022

Frank Rotman

People are curious how the “pandemic vintage” of startups is going to perform.

Are returns going to collapse because entry points are 3-5X what they were years ago?

Will the public markets correction crush returns?

A 🧵about how "Opportunity = Value – Perception"

February 23, 2022

Frank Rotman

The past week was brutal for anyone holding stocks or crypto. Everything corrected and then corrected more. 💥😵💫💥

Some voices are shouting “buy the dip” while others are predicting the beginning of “a crypto winter”.

My framework for thinking about “corrections”: 🧵👇

January 22, 2022