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Bill Cillufo

10 statements across 1 episodes · 4 bullish · 3 bearish · 1 people on the record · first statement Apr 22, 2022 by Bill Cillufo · across every show →

On the record as a speaker too: Bill Cillufo's record, appearances and statements → this page counts the times other people say the name.

Everything said about Bill Cillufo, oldest first

Apr 22, 2022 bearish
Prediction Held up
Cillufo: Early-stage valuations will drop but avoid the late-stage crash
“And I do think as the later stage comes down, probably eventually that'll flow in, but I don't think there'll be the same level of crash at the early stage that there is later.”
Bill Cillufo Apr 22, 2022 ▶ 13:05 20VC: How Today's Market Changes How Companies Should Approach Burn and Runway, Are Financing Markets Closing? How To Know When To Pay Up vs Stay Price Disciplined & Why The Most Important Thing in Venture is Generating Positive Selection with Bill Cilluf
Apr 22, 2022 bearish
Insight
Cillufo: Growth companies should plan to avoid fundraising for 12–18 months
“Related to the growth stage companies, I think very similar conversations are happening across geographies, across business types, and it's almost all of the flavor of, look, you shouldn't be planning on needing to raise money in the next 12 to 18 months.”
Bill Cillufo Apr 22, 2022 ▶ 19:46 20VC: How Today's Market Changes How Companies Should Approach Burn and Runway, Are Financing Markets Closing? How To Know When To Pay Up vs Stay Price Disciplined & Why The Most Important Thing in Venture is Generating Positive Selection with Bill Cilluf
Apr 22, 2022 negative
Disclosure
Cillufo: QED's consensus orientation has sometimes slowed down its deal execution
“Because of this consensus orientation and this desire to get so much input, I think at times we haven't been as fast as we've needed to be.”
Bill Cillufo Apr 22, 2022 ▶ 31:53 20VC: How Today's Market Changes How Companies Should Approach Burn and Runway, Are Financing Markets Closing? How To Know When To Pay Up vs Stay Price Disciplined & Why The Most Important Thing in Venture is Generating Positive Selection with Bill Cilluf
Apr 22, 2022 bullish
Disclosure
Cillufo: Multiple QED investments doubled in size between term sheet and close
“The number of companies that we've invested in the last couple years that have literally doubled between when we submitted a term sheet and when we closed the deal, it's stunning.”
Bill Cillufo Apr 22, 2022 ▶ 11:45 20VC: How Today's Market Changes How Companies Should Approach Burn and Runway, Are Financing Markets Closing? How To Know When To Pay Up vs Stay Price Disciplined & Why The Most Important Thing in Venture is Generating Positive Selection with Bill Cilluf
Apr 22, 2022
Insight
Cillufo: Most fintech businesses are default local and need regional adaptation
“I think most fintech businesses are default local, and that unless you sort of go through heroic efforts, they're probably not going to work in the next country unless you really adapt.”
Bill Cillufo Apr 22, 2022 ▶ 26:47 20VC: How Today's Market Changes How Companies Should Approach Burn and Runway, Are Financing Markets Closing? How To Know When To Pay Up vs Stay Price Disciplined & Why The Most Important Thing in Venture is Generating Positive Selection with Bill Cilluf
Apr 22, 2022 positive
Opinion
Cillufo: Capital One was one of the original fintech companies
“No one called it a fintech at that point in time, but I think there's good case that Capital One was one of the original fintechs and had a wonderful run.”
Bill Cillufo Apr 22, 2022 ▶ 4:09 20VC: How Today's Market Changes How Companies Should Approach Burn and Runway, Are Financing Markets Closing? How To Know When To Pay Up vs Stay Price Disciplined & Why The Most Important Thing in Venture is Generating Positive Selection with Bill Cilluf
Apr 22, 2022
Assertion Supported
Cillufo: Single-lead investment rounds have largely replaced shared venture rounds
“Venture firms used to share rounds. I think it's much more common for one of them to lead than the next one to do the next round.”
Bill Cillufo Apr 22, 2022 ▶ 29:10 20VC: How Today's Market Changes How Companies Should Approach Burn and Runway, Are Financing Markets Closing? How To Know When To Pay Up vs Stay Price Disciplined & Why The Most Important Thing in Venture is Generating Positive Selection with Bill Cilluf
Apr 22, 2022 positive
Disclosure
Cillufo: QED urged portfolio founders to take preemptive hot-market money
“By and large, our advice over the past several months is take the money because the market is so hot. You never know if that market's going to continue. You never know if you're going to be able to tap that again. I think we've been pretty aggressive over the …”
Bill Cillufo Apr 22, 2022 ▶ 18:23 20VC: How Today's Market Changes How Companies Should Approach Burn and Runway, Are Financing Markets Closing? How To Know When To Pay Up vs Stay Price Disciplined & Why The Most Important Thing in Venture is Generating Positive Selection with Bill Cilluf
Apr 22, 2022 positive
Assertion Not checkable as stated
Cillufo: Later-stage startups raised massive war chests in early 2022
“So many of the later stage companies, both in our portfolio and around the world, have raised a ton of money over the last three to six months. And so many businesses are sitting on very impressive war chests that they were assuming they would use to grow real…”
Bill Cillufo Apr 22, 2022 ▶ 20:15 20VC: How Today's Market Changes How Companies Should Approach Burn and Runway, Are Financing Markets Closing? How To Know When To Pay Up vs Stay Price Disciplined & Why The Most Important Thing in Venture is Generating Positive Selection with Bill Cilluf
Apr 22, 2022
Insight
Cillufo: Venture firms that move slowly suffer from adverse selection
“Speed has become a weapon in the market. Back to the discussion of positive selection. If you're not moving quickly, you're going to get adversely selected.”
Bill Cillufo Apr 22, 2022 ▶ 32:23 20VC: How Today's Market Changes How Companies Should Approach Burn and Runway, Are Financing Markets Closing? How To Know When To Pay Up vs Stay Price Disciplined & Why The Most Important Thing in Venture is Generating Positive Selection with Bill Cilluf
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