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It's Never Been More Important to Understand Your Capital Provider's Business Model
Being a VC means that I talk to other VCs looking to raise money from LPs and founders looking to raise money from VCs. A little understanding goes a…
Sep 13
•
Charles Hudson
28
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It's Never Been More Important to Understand Your Capital Provider's Business Model
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August 2023
The number one piece of advice I give to new VCs launching their investing careers
I talk to lots of VCs who are joining venture firms or moving into checkwriting roles at their current firms. Over time I've realized that I give them…
Aug 23
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Charles Hudson
30
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The number one piece of advice I give to new VCs launching their investing careers
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An Investor's Perspective on the Value of Regular Check-Ins
We have tons of posts about why founders should write updates, this is a post about the investor perspective on the value of real-time check-ins.
Aug 5
•
Charles Hudson
25
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An Investor's Perspective on the Value of Regular Check-Ins
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July 2023
Succession in Venture Capital is a 3-Legged Stool
The three necessary conditions for a successful transition are hard to get right.
Jul 28
•
Charles Hudson
5
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Succession in Venture Capital is a 3-Legged Stool
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It's Not Your Fault, But It's Your Problem
One of my earliest mentors in venture told me that founders would have to deal with problems that were not of their making and it's never been truer…
Jul 15
•
Charles Hudson
30
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It's Not Your Fault, But It's Your Problem
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There's No Such Thing as Series A Metrics
I understand why founders want the numbers or metrics that will unlock the Series A - fundraising just doesn't work that way in practice
Jul 7
•
Charles Hudson
44
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There's No Such Thing as Series A Metrics
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June 2023
All Venture Booms End with a Return to Governance
We are in the early innings of learning about all of the excesses that happened on the way up. The corrective influence will be a greater focus on…
Jun 28
•
Charles Hudson
27
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All Venture Booms End with a Return to Governance
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Due Diligence Checklist for Pre-Seed Companies
One of the most common questions I get is what due diligence looks like for pre-seed companies. Here's a short summary of the key things I focus on for…
Jun 11
•
Charles Hudson
56
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Due Diligence Checklist for Pre-Seed Companies
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What Happens When Small and Large VC Firms Decouple and Have Less in Common?
For most of my time as a venture capitalist, our ecosystem has been a series of handoff across stages based on fund size and strategy. Lately it feels…
Jun 5
•
Charles Hudson
30
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What Happens When Small and Large VC Firms Decouple and Have Less in Common?
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May 2023
Will We Ever See Another Renaissance in Consumer Investing?
I've been wondering when the drought in consumer investing might end
May 25
•
Charles Hudson
6
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Will We Ever See Another Renaissance in Consumer Investing?
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The Rebundling Cycle Has Begun in B2B SaaS
After a very long run where point software solutions were winning, it feels like things are changing and the era of rebundling might be upon us.
May 21
•
Charles Hudson
15
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The Rebundling Cycle Has Begun in B2B SaaS
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Finding the Right Burn Rate for Pre-Seed Companies - The Relationship Between Burn Rate and Graduation Rate for Our First 150 Pre-Seed…
We took a look at the data from our first 150 pre-seed investments to get a sense for the relationship between monthly burn rate and the likelihood that…
May 17
•
Charles Hudson
and
Marina Girgis
24
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Finding the Right Burn Rate for Pre-Seed Companies - The Relationship Between Burn Rate and Graduation Rate for Our First 150 Pre-Seed Investments
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