Archive - Venture Reflections

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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 •

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 •

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 •

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 •

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 •

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 •

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 •

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 •

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 •

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 •

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 •

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 •

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