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13 results for “investor evaluation”
“Why seed investors are getting lazy about founder evaluation”
I at 40 to 50 post, which is becoming very common. I probably don't wanna be in those either. So I do think there's a question of why would you, as a seed manager, compete for these things? I think mo
23:58 / 24:36
contrarian take23:58 – 24:36
...my investors said to me, if you do everything right he said never bicker about valuation. Because if you do everything right, it's all a rounding error. And essentially, he's saying with, maybe on your second round, your valuation was 5,000,000 or 10
15:46 / 16:47
from transcript15:46 – 16:47
“Why quantitative skills won't help you at early stage VC firms”
good at. And it's probably either people, product, or markets. Like, figure out which of those things you're really good at evaluating, and then make sure you're at a firm where the thing that you're
8:30 / 9:00
tactical advice8:30 – 9:00
...investor and just has an absolute essence of getting to the nub of the character of an entrepreneur. Just the descriptions, the articulation, the strengths, the weaknesses. You would have thought you should spend two hundred hours doing a psychologic
42:27 / 43:51
from transcript42:27 – 43:51
...investor maths is clear. Right? They're doing, like, expected value maximization, but they're also with a thesis that this is about the, the long tail that that wins things for them. So they're like, I'll take 20% chance of 10 x ing this company all
24:44 / 25:50
from transcript24:44 – 25:50
...come in all shapes and sizes. Some investors are extremely control oriented, and they have a vision for what you ought to be doing that may not be your vision. They may have had an idea in a prior life, and they want you to fulfill that. They may hav
12:43 / 13:47
from transcript12:43 – 13:47
...of approaching evaluation. Yeah. It's a tricky topic because it's very poorly understood generally by the industry. And I think more or less, there's two camps. If you talk to any investor, even a VC, who's been around since before the .com, bubble,
6:45 / 7:47
from transcript6:45 – 7:47
“Why early stage VCs should hunt for 100x wins, not safe 2x returns”
...have you, which is not the way to win as an early stage investor.
4:41 / 5:04
framework4:41 – 5:04
...to me actually are better at 70 than they are at 50.
1:04:29 / 1:05:32
from transcript1:04:29 – 1:05:32
durable long term compounding growth for the companies that you back. Give us one more click of detail on after that original insight. So you've identified that you wanna be in this group of 40 companies as best you can possibly approximate. What are
9:40 / 10:47
from transcript9:40 – 10:47
“If you knew which startups would win, why invest in losers?”
that I've run into because there's a certain win rate you're gonna have on any individual investment. And I I do believe it's just hard to know in advance. You do your best, but it's hard to know what
1:40 / 2:13
framework1:40 – 2:13
...evaluation. Yeah. It's a tricky topic because it's very poorly understood generally by the industry. And I think more or less, there's two camps. If you talk to any investor, even a VC,
5:53 / 7:03
from transcript5:53 – 7:03
...your investors with respect and having done some homework on them. Got it. One other question of kinda selecting and managing the right investors. And I think, thankfully, I've not heard too many cases, but I've heard a handful where a VC or some inv
44:06 / 45:15
from transcript44:06 – 45:15
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