Avlok Kohli
19 statements across 3 episodes · 4 bullish · 8 bearish · 1 people on the record · first statement Dec 21, 2020 by Avlok Kohli · across every show →
On the record as a speaker too: Avlok Kohli's record, appearances and statements → this page counts the times other people say the name.
Everything said about Avlok Kohli, oldest first
Dec 21, 2020
Teams dogfooding their own product do not need extensive customer interviews
“Now, the best thing, though, is to actually have your team be customers of your own product. Because when your team are customers of their own product, guess what? They don't need to talk to multiple people to figure out what people want. They can just go thro…”
Dec 21, 2020 neutral
Avlok Kohli uses a dual ownership target strategy for personal angel investing
“I actually have that dual strategy myself. I have a certain portion of my portfolio where I'll actually look for a certain Number of percentage of ownership. And then I have another part of my portfolio where I'm okay participating in a round and just being a …”
Dec 21, 2020 bullish
Dec 21, 2020
Dec 21, 2020 positive
Dec 21, 2020 bullish
Dec 21, 2020 negative
Traditional venture funds give late-entering LPs an unfair information advantage
“I'm actually an LP in many traditional funds where they've made a bunch of investments. And they're still raising. Portfolio's been marked up, and I'm like, hey, what's going on? Like, the new LPs actually have an information advantage, and they're able to inv…”
Dec 21, 2020
Employees accept executive decisions they oppose if they feel heard
“What people really want to feel is that they've been heard, that their opinion and perspectives were considered, and that with all of that, the right decision is made. It doesn't need to be. The right decision is a decision they agree with. It's just their opi…”
Apr 25, 2023 bearish
Kohli: Market conditions do not support a rapid startup acquisition spree
“So I don't think the conditions are there for a rapid acquisition spree. Unless these are, like, rock bottom prices, and it's just like, you know, just, I mean, literally, you're getting an amazing deal, but I don't think that's gonna be good for employees or …”
Apr 25, 2023 negative
Kohli: Small startup competitors pose the single greatest external threat to AngelList
“And I would say the biggest external threat would just be anyone that's looking to compete with AngelList. That's a startup, but I've always been like that. I'm pretty paranoid when it comes to with small teams, right?”
Apr 25, 2023 negative
Venture fund time to first close has doubled to 6-7 months
“We've definitely seen the time to first close has increased. It was three months in the boom times, and now it is six plus months. And when I say six plus months what I'm referring to is the timeline went from six and right now it's trending towards seven.”
Apr 25, 2023 positive
Kohli: Rapid startup execution requires hiring chronically dissatisfied, ambitious talent
“I think the most important thing we do is we've hired a group of very ambitious people. A group of ambitious people are very dissatisfied all the time, right? Like all the time. It's like, hey, why aren't we there yet? Like, why aren't we building something ev…”
Apr 25, 2023 negative
First-time venture fund sizes are shrinking from $5M to $1M-$3M
“Yes, there is a reduction in fund size for, I would say the much smaller funds, right? In terms of if you could raise a five million dollar fund as your first fund, you're not going to raise that anymore. It's going to be closer to a 1,000,002 million or three…”
Apr 25, 2023
Apr 25, 2023
Kohli regularly cancels all his meetings to maintain execution speed
“Like I'll regularly go cancel all my meetings on the calendar because all that really matters is that you're shipping products that your customers love and anything that gets in the way of that and you drag, kill it, crush it, and just focus on Speed.”
Apr 25, 2023
May 9, 2023 bearish
Kohli: A tech startup M&A acquisition spree will not happen
“The appetite to Just do rapid set of acquisitions in this market. I don't think it's going to happen. And then in the private markets the key question that's going to come up is what price do you believe? Right? Meaning if you're a private company and you've r…”
May 9, 2023 bearish
Kohli: Secondary Deals for LP Fund Positions Commonly Clear at 40-50% Discounts
“So one LP will purchase another LP's position and the range of discount that we're seeing actually is anywhere from. But what's more common Is actually 40% or 50% from last round mark. And so you're talking about a pretty significant discount to last round val…”
May 9, 2023 bearish
Kohli: LP Appetite to Sell Venture Fund Positions Has Increased Significantly
“When it comes to LPs within funds, we've definitely seen an increase in appetite to sell positions. And also sometimes sell positions and name brand, you know, name brand companies that are actually just great companies.”