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David Tisch

61 statements across 6 episodes · 13 bullish · 20 bearish · 2 people on the record · first statement Jan 11, 2016 by David Tisch · said 18 times in 12 episodes since 2016 · across every show →

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

Mentions by year

brought up most by Harry Stebbings (14), TJ Parker (2), Mark Mullen (1), Deven Parekh (1)

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2021 6 mentions in 3 episodes 2 per episode
2019 1 mention in 1 episode
2016 2 mentions in 2 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about David Tisch, oldest first

Jan 11, 2016 negative
Insight
A startup's 20th employee is exponentially more valuable than a seed investor
“The 20th employee at a company is exponentially more valuable than you know, a seed stage investor when a company's taking off.”
David Tisch Jan 11, 2016 ▶ 12:56 20 VC: David Tisch @ Box Group on The Future of Consumer Mobile, Developing Pattern Recognition and FOMO
Jan 11, 2016 neutral
Disclosure
Box Group invests in approximately 40 companies per year
“And the way that we invest, we, you know, invest in about 40 companies a year.”
David Tisch Jan 11, 2016 ▶ 12:03 20 VC: David Tisch @ Box Group on The Future of Consumer Mobile, Developing Pattern Recognition and FOMO
Jan 11, 2016 positive
Insight
Early-stage VCs must be increasingly excited about each new investment
“I think the key to being an early stage investor is that every day, and every company you invest in, you need to be more excited about than the last one. Otherwise, it's hard to keep your energy up.”
David Tisch Jan 11, 2016 ▶ 27:16 20 VC: David Tisch @ Box Group on The Future of Consumer Mobile, Developing Pattern Recognition and FOMO
Jan 11, 2016 negative
Opinion
Venture capital investors do not add value to startups
“When entrepreneurs in a meeting ask us, you know, what value do we add? My initial response is always, investors don't add value, and that's what we'll promise you.”
David Tisch Jan 11, 2016 ▶ 14:30 20 VC: David Tisch @ Box Group on The Future of Consumer Mobile, Developing Pattern Recognition and FOMO
Dec 2, 2019
Insight
Tisch: Watching a hyped startup collapse grounds venture investor expectations
“I think the first feedback loop you get is actually Something that goes all the way up and then all the way back down. And so I think that that's where you are able to find the rational side of this business. So if you for two years, see a company go all the w…”
David Tisch Dec 2, 2019 ▶ 34:49 20VC: BoxGroup's David Tisch on Whether Concentrated Investing At Seed Works, Do Founders Really Want Direct Feedback and Is It Good For Them & Why Consumer Social Is Interesting Again
Dec 2, 2019 negative
Opinion
Tisch: Digital ad channels on Instagram and Snapchat mature instantly without arbitrage opportunities
“When you see Instagram and Snapchat open up their advertising products, they're basically mature on day one.”
David Tisch Dec 2, 2019 ▶ 24:27 20VC: BoxGroup's David Tisch on Whether Concentrated Investing At Seed Works, Do Founders Really Want Direct Feedback and Is It Good For Them & Why Consumer Social Is Interesting Again
Dec 2, 2019 negative
Opinion
David Tisch: The era of startup romanticism has officially ended
“And I think we've gotten to the point where the romanticism of startups is gone.”
David Tisch Dec 2, 2019 ▶ 19:38 20VC: BoxGroup's David Tisch on Whether Concentrated Investing At Seed Works, Do Founders Really Want Direct Feedback and Is It Good For Them & Why Consumer Social Is Interesting Again
Dec 2, 2019 positive
Opinion
Tisch: Tech industry criticism of Amazon ignores core consumer value
“I think that the big companies get punished and shit on by our industry just to sort of feel good. There are total negatives that The big companies are contributing to, but in reality, if you ask a normal consumer, do they love Amazon? Amazon will bring them w…”
David Tisch Dec 2, 2019 ▶ 33:48 20VC: BoxGroup's David Tisch on Whether Concentrated Investing At Seed Works, Do Founders Really Want Direct Feedback and Is It Good For Them & Why Consumer Social Is Interesting Again
Dec 2, 2019 negative
Insight
Tisch: Startups dependent on paid customer acquisition fail without extraordinary conversion rates
“But if you're dependent upon paid acquisition, you're Better be magical, and your conversion rates better be magical as well. Otherwise, the math will break pretty quickly if you can't keep funding that top of the funnel.”
David Tisch Dec 2, 2019 ▶ 25:11 20VC: BoxGroup's David Tisch on Whether Concentrated Investing At Seed Works, Do Founders Really Want Direct Feedback and Is It Good For Them & Why Consumer Social Is Interesting Again
Dec 2, 2019 negative
Assertion Not checkable as stated
Tisch: The internet has no remaining free customer acquisition channels
“There is no free customer acquisition channel, there's no arbitrageable channel on the internet, probably for the first time since the internet was born”
David Tisch Dec 2, 2019 ▶ 22:22 20VC: BoxGroup's David Tisch on Whether Concentrated Investing At Seed Works, Do Founders Really Want Direct Feedback and Is It Good For Them & Why Consumer Social Is Interesting Again
Dec 2, 2019 negative
Disclosure
Tisch: BoxGroup missed follow-on opportunities due to limited capital
“I think at the same time, when we look back at the past 10 years, I think we've just left a lot of opportunities on the table. So as we found great companies, the ability to continue to follow on and increase our check size and be a bigger partner to those fou…”
David Tisch Dec 2, 2019 ▶ 6:07 20VC: BoxGroup's David Tisch on Whether Concentrated Investing At Seed Works, Do Founders Really Want Direct Feedback and Is It Good For Them & Why Consumer Social Is Interesting Again
Dec 2, 2019 negative
Insight
Tisch: Increasing seed ownership in later rounds is usually false hope
“I think building ownership after your first check is probably hard as a seed investor because series A, series B is just so competitive and the idea of increasing ownership in those rounds feels like a false hope most of the time or adverse selection.”
David Tisch Dec 2, 2019 ▶ 11:25 20VC: BoxGroup's David Tisch on Whether Concentrated Investing At Seed Works, Do Founders Really Want Direct Feedback and Is It Good For Them & Why Consumer Social Is Interesting Again
Dec 2, 2019 negative
Opinion
Tisch: Rising startup valuations created hostile 'unicorn hunters' on social media
“So as the sort of word unicorn got spread, what to me has happened is we've seen the development of the unicorn hunter. And so as somebody gets deemed a unicorn, out come the claws and the people trying to kill that unicorn.”
David Tisch Dec 2, 2019 ▶ 19:50 20VC: BoxGroup's David Tisch on Whether Concentrated Investing At Seed Works, Do Founders Really Want Direct Feedback and Is It Good For Them & Why Consumer Social Is Interesting Again
Dec 2, 2019 negative
Opinion
Tisch: The market has too many companies, diluting top startup talent
“I think there are too many companies. So I think the idea that every company is going to succeed and every company deserves to be funded through a series C, that's a risk to me. So there's a massive dilution of talent in our industry in that when everybody sta…”
David Tisch Dec 2, 2019 ▶ 20:54 20VC: BoxGroup's David Tisch on Whether Concentrated Investing At Seed Works, Do Founders Really Want Direct Feedback and Is It Good For Them & Why Consumer Social Is Interesting Again
Dec 2, 2019 negative
Insight
Tisch: Sitting between disciplined and adaptive VC strategies is dangerous
“So I think you see great firms with amazing returns just stay incredibly disciplined. Whether that's Harrison Metal or an IA Ventures, it feels like they don't change their playbook. And then there's other firms that are totally adaptive to a market condition …”
David Tisch Dec 2, 2019 ▶ 18:30 20VC: BoxGroup's David Tisch on Whether Concentrated Investing At Seed Works, Do Founders Really Want Direct Feedback and Is It Good For Them & Why Consumer Social Is Interesting Again
Dec 2, 2019 positive
Assertion Supported
BoxGroup raised over $160 million across two first external vehicles
“Recently, they raised their first external capital with two separate vehicles totaling over a hundred and sixty million dollars.”
Harry Stebbings Dec 2, 2019 ▶ 0:37 20VC: BoxGroup's David Tisch on Whether Concentrated Investing At Seed Works, Do Founders Really Want Direct Feedback and Is It Good For Them & Why Consumer Social Is Interesting Again
Dec 2, 2019 positive
Assertion Not checkable as stated
Tisch: Glossier scales through organic core community rather than relying on paid channels
“Glossier is able to scale what they've done, not just through paid. Paid amplifies the community that they've built, this core community that is rabid about their products.”
David Tisch Dec 2, 2019 ▶ 24:50 20VC: BoxGroup's David Tisch on Whether Concentrated Investing At Seed Works, Do Founders Really Want Direct Feedback and Is It Good For Them & Why Consumer Social Is Interesting Again
Dec 2, 2019 positive
Insight
Tisch: Outlier returns solve VC fund economics regardless of entry valuation
“The best companies will make all the math work, no matter what your check size, no matter what your entry point. And obviously that sort of stops at some scale, but if you are an early investor in one of the sort of unique once in a decade, once every five yea…”
David Tisch Dec 2, 2019 ▶ 10:15 20VC: BoxGroup's David Tisch on Whether Concentrated Investing At Seed Works, Do Founders Really Want Direct Feedback and Is It Good For Them & Why Consumer Social Is Interesting Again
Dec 2, 2019 neutral
Assertion Not checkable as stated
Tisch: Venture capital feedback loops take 10 to 15 years, not 7
“And so in this business where the feedback loop is somewhere between, they used to say seven to 10 years, but it's really 10 to 15 years, only 10 years in did I get comfortable that we might have a clue what we're doing.”
David Tisch Dec 2, 2019 ▶ 5:47 20VC: BoxGroup's David Tisch on Whether Concentrated Investing At Seed Works, Do Founders Really Want Direct Feedback and Is It Good For Them & Why Consumer Social Is Interesting Again
Dec 2, 2019 neutral
Insight
Tisch: Venture capital is built for rapid scale, not early profit
“I think if your ambition is to build a profitable business, these early on, obviously later on, everybody should, but VC isn't the right weapon. It's VCs to go fast and big”
David Tisch Dec 2, 2019 ▶ 22:00 20VC: BoxGroup's David Tisch on Whether Concentrated Investing At Seed Works, Do Founders Really Want Direct Feedback and Is It Good For Them & Why Consumer Social Is Interesting Again
May 4, 2021 neutral
Insight
Tisch: Breakout startups expand markets beyond initial size estimates
“If you pass on something and it works and you pass because of market size, they have expanded and created the market that you thought was too small.”
David Tisch May 4, 2021 ▶ 26:50 20VC: David Tisch on Why Ownership in Venture Does Not Matter, His Biggest Investing Misses and Hits and How His Investing Style Changed as a Result & 3 Core Reasons VCs Pass That Do Not Make Sense
May 4, 2021 neutral
Insight
Tisch: Requiring hard facts at the seed stage prevents good deals
“Cause if you're funding facts at the seed stage, you're going to be looking for facts all day.”
David Tisch May 4, 2021 ▶ 26:25 20VC: David Tisch on Why Ownership in Venture Does Not Matter, His Biggest Investing Misses and Hits and How His Investing Style Changed as a Result & 3 Core Reasons VCs Pass That Do Not Make Sense
May 4, 2021
Disclosure
Tisch: BoxGroup requires only one partner advocate to make an investment
“What it means is in a given deal, somebody has to want to do the deal, and our job is to help that person get to their conviction as best as we can, and so what is it that we can do to help them Do better with how they're thinking about it. You know, sometimes…”
David Tisch May 4, 2021 ▶ 32:02 20VC: David Tisch on Why Ownership in Venture Does Not Matter, His Biggest Investing Misses and Hits and How His Investing Style Changed as a Result & 3 Core Reasons VCs Pass That Do Not Make Sense
May 4, 2021 negative
Insight
Tisch: VC returns depend on outlier companies, not rigid ownership targets
“Every VC's math works if you fund great companies. And so it's not about this, like, ownership threshold.”
David Tisch May 4, 2021 ▶ 6:21 20VC: David Tisch on Why Ownership in Venture Does Not Matter, His Biggest Investing Misses and Hits and How His Investing Style Changed as a Result & 3 Core Reasons VCs Pass That Do Not Make Sense
May 4, 2021
Disclosure
Tisch: BoxGroup currently manages over $100 million in capital
“I have a hundred plus million dollars that I manage.”
David Tisch May 4, 2021 ▶ 6:01 20VC: David Tisch on Why Ownership in Venture Does Not Matter, His Biggest Investing Misses and Hits and How His Investing Style Changed as a Result & 3 Core Reasons VCs Pass That Do Not Make Sense
May 4, 2021
Insight
Tisch: VCs should judge price at the portfolio level, not per deal
“I think it is important to be price aware on a portfolio basis, and I don't think on a deal-by-deal basis, price is a determinant of making a decision. Pretty simple. If you love a company and you want to invest, and the deal is what the deal is, you make a de…”
David Tisch May 4, 2021 ▶ 12:45 20VC: David Tisch on Why Ownership in Venture Does Not Matter, His Biggest Investing Misses and Hits and How His Investing Style Changed as a Result & 3 Core Reasons VCs Pass That Do Not Make Sense
May 4, 2021 positive
Assertion Supported
Tisch: Tech companies are now entering public markets at $100B+ liquid valuations
“Yet today there are a handful, not a lot, but a handful of companies that enter into a liquid public market At above a hundred billion dollars. That's not a private market overhyped valuation. That's now a public market with liquidity that you can actually tra…”
David Tisch May 4, 2021 ▶ 11:56 20VC: David Tisch on Why Ownership in Venture Does Not Matter, His Biggest Investing Misses and Hits and How His Investing Style Changed as a Result & 3 Core Reasons VCs Pass That Do Not Make Sense
May 4, 2021 positive
Assertion Supported
Tisch: DoorDash won a crowded market by finding a specific wedge
“DoorDash is an example. We're going to be the 12th player in this market. The market is big enough for multiple players, but it didn't mean that just entering the market Enables you to be a big outcome. They had to figure out their wedge.”
David Tisch May 4, 2021 ▶ 27:49 20VC: David Tisch on Why Ownership in Venture Does Not Matter, His Biggest Investing Misses and Hits and How His Investing Style Changed as a Result & 3 Core Reasons VCs Pass That Do Not Make Sense
May 4, 2021 neutral
Insight
Tisch: Never pass on a great seed deal due to high valuation
“Don't pass on a deal because it's overpriced. If it's going to be a great company, that's the cheapest it will ever be. So you should probably invest.”
David Tisch May 4, 2021 ▶ 25:24 20VC: David Tisch on Why Ownership in Venture Does Not Matter, His Biggest Investing Misses and Hits and How His Investing Style Changed as a Result & 3 Core Reasons VCs Pass That Do Not Make Sense
May 4, 2021
Insight
Tisch: Seed VCs can only build ownership if founders prioritize them
“Do I think the only way to buy up in a company is to start by investing in the company? Yes. And the only way to buy up in a company is if you are worthwhile of the founder prioritizing you going forward.”
David Tisch May 4, 2021 ▶ 9:57 20VC: David Tisch on Why Ownership in Venture Does Not Matter, His Biggest Investing Misses and Hits and How His Investing Style Changed as a Result & 3 Core Reasons VCs Pass That Do Not Make Sense
May 4, 2021
Disclosure
Tisch: BoxGroup holds over 300 active portfolio companies
“We've been doing this a long time, and so I think today we have probably over 300 active companies in the portfolio.”
David Tisch May 4, 2021 ▶ 8:12 20VC: David Tisch on Why Ownership in Venture Does Not Matter, His Biggest Investing Misses and Hits and How His Investing Style Changed as a Result & 3 Core Reasons VCs Pass That Do Not Make Sense
May 4, 2021 positive
Assertion Supported
Stebbings: David Tisch made early angel investments in Vine and Warby Parker
“Prior to smashing the world of seed with Box, David was managing director of Techstars New York, and was a prolific angel investor alongside it, making early angel investments in the likes of Vine and Warby Parker, to name a few.”
Harry Stebbings May 4, 2021 ▶ 0:36 20VC: David Tisch on Why Ownership in Venture Does Not Matter, His Biggest Investing Misses and Hits and How His Investing Style Changed as a Result & 3 Core Reasons VCs Pass That Do Not Make Sense
Aug 12, 2022
Insight
Tisch: VCs need price discipline on a portfolio level, not per deal
“It is important to be price aware on a portfolio basis, and I don't think on a deal-by-deal basis, price is a determinant of making a decision. Pretty simple. If you love a company, and you want to invest, and the deal is what the deal is, you make a decision …”
David Tisch Aug 12, 2022 ▶ 8:13 20VC: 13 of the Great Investing Minds on When to Pay Up vs When To Remain Disciplined and Walk Because the Price is too High: The Ultimate Guide to Price Sensitivity
Feb 27, 2023 neutral
Assertion Not checkable as stated
Tisch: Venture Deals Closed in Hours to Days During Bull Market
“And so seed A, B were happening in hours to days versus weeks and months.”
David Tisch Feb 27, 2023 ▶ 53:24 David Tisch: The 3 Most Important Variables When Raising Your Seed Round | 20VC #983 · 20VC with Harry Stebbings
Feb 27, 2023
Insight
Tisch: Venture capital is a collection of small businesses, not an asset class
“And that's the, like, venture gets viewed as an asset class, and it's not. These are all very small businesses with independent investment styles and independent investment beliefs.”
David Tisch Feb 27, 2023 ▶ 40:21 David Tisch: The 3 Most Important Variables When Raising Your Seed Round | 20VC #983 · 20VC with Harry Stebbings
Feb 27, 2023 negative
Opinion
Tisch: Consumers are bored with today's software because none is fun
“The trend to me that's most interesting is that people are bored with today's consumer products. None of them are fun.”
David Tisch Feb 27, 2023 ▶ 1:04:53 David Tisch: The 3 Most Important Variables When Raising Your Seed Round | 20VC #983 · 20VC with Harry Stebbings
Feb 27, 2023 negative
Opinion
Tisch: Signaling risk is the single most overstated concept in startup financing
“The signaling risk, I feel like is the single most overstated part of the ecosystem.”
David Tisch Feb 27, 2023 ▶ 37:02 David Tisch: The 3 Most Important Variables When Raising Your Seed Round | 20VC #983 · 20VC with Harry Stebbings
Feb 27, 2023 neutral
Insight
Tisch: A Series A lead skipping pro rata in Series B is material
“If your series A lead is not doing their pro rata in your B, that is a material data point.”
David Tisch Feb 27, 2023 ▶ 37:16 David Tisch: The 3 Most Important Variables When Raising Your Seed Round | 20VC #983 · 20VC with Harry Stebbings
Feb 27, 2023
Insight
Tisch: VC market pricing is simply whatever an investor says yes to
“Everybody can ask for whatever they want, and everybody can say yes or no. That's the way this business works. If somebody says yes, that's the price.”
David Tisch Feb 27, 2023 ▶ 0:00 David Tisch: The 3 Most Important Variables When Raising Your Seed Round | 20VC #983 · 20VC with Harry Stebbings
Feb 27, 2023
Insight
Tisch: A startup CEO's core job is becoming world-class at fundraising
“Telling founders, like, put your head down, build a product. Don't worry about fundraising. It's like distracting and annoying. The CEO specifically, their job is to become great at fundraising, and they need to be, like, view that as a core competency that th…”
David Tisch Feb 27, 2023 ▶ 41:06 David Tisch: The 3 Most Important Variables When Raising Your Seed Round | 20VC #983 · 20VC with Harry Stebbings
Feb 27, 2023 bearish
Opinion
Tisch: Startup location is overrated and geography does not matter
“I don't think geography matters for startups. And I think you know, we're based in New York because we live here and we want to live here. And just cause we're based in New York doesn't mean that we invest only in New York and Greg, our partner lives in San Fr…”
David Tisch Feb 27, 2023 ▶ 1:09:14 David Tisch: The 3 Most Important Variables When Raising Your Seed Round | 20VC #983 · 20VC with Harry Stebbings
Feb 27, 2023 neutral
Insight
Tisch: Macro shifts impact prior venture investments far more than future ones
“The macro change in the environment impacts our prior investments much more so than our future investments.”
David Tisch Feb 27, 2023 ▶ 15:59 David Tisch: The 3 Most Important Variables When Raising Your Seed Round | 20VC #983 · 20VC with Harry Stebbings
Feb 27, 2023 neutral
Disclosure
Tisch: BoxGroup targets seed checks between $500,000 and $1 million
“So we write a 500 K, 750 K million dollar check. We do that as the core of our business. It is a target in the majority of companies that we're able to work with.”
David Tisch Feb 27, 2023 ▶ 9:22 David Tisch: The 3 Most Important Variables When Raising Your Seed Round | 20VC #983 · 20VC with Harry Stebbings
Feb 27, 2023 negative
Assertion Not checkable as stated
Tisch: A tier-three VC attempted to personally bankrupt a startup founder
“I saw a VC try to personally bankrupt a founder.”
David Tisch Feb 27, 2023 ▶ 1:03:59 David Tisch: The 3 Most Important Variables When Raising Your Seed Round | 20VC #983 · 20VC with Harry Stebbings
Feb 27, 2023 negative
Insight
Tisch: Evaluating seed venture capital year-to-year is fundamentally incorrect
“I just don't believe in evaluating venture, especially seed venture on a minute to minute, year to year basis. It is an incorrect use of energy and mind.”
David Tisch Feb 27, 2023 ▶ 17:06 David Tisch: The 3 Most Important Variables When Raising Your Seed Round | 20VC #983 · 20VC with Harry Stebbings
Feb 27, 2023 positive
Opinion
Tisch: Patrick and John Collison are tech's most underrated angel investors
“I think the Collison brothers have, you know, built a investment portfolio that's probably quite unique and doesn't get sort of discussed as much as some of the louder operator angels out there.”
David Tisch Feb 27, 2023 ▶ 1:08:44 David Tisch: The 3 Most Important Variables When Raising Your Seed Round | 20VC #983 · 20VC with Harry Stebbings
Feb 5, 2024
Insight
Tisch: Investors should pay any valuation for generational seed companies
“If you fund a generational company and the outcome is insanely enormous, you should say yes to whatever that number is at the seed stage.”
David Tisch Feb 5, 2024 ▶ 24:51 David Tisch & Terrence Rohan: Biggest Misconceptions & Hardest Truths About Seed Investing | E1112 · 20VC with Harry Stebbings
Feb 5, 2024 neutral
Insight
Tisch: The seed investment market will never become efficient
“I think the space I have conviction that there will never be efficiency in is the seed market. Because starting something is not efficient. Starting something is messy.”
David Tisch Feb 5, 2024 ▶ 1:37:21 David Tisch & Terrence Rohan: Biggest Misconceptions & Hardest Truths About Seed Investing | E1112 · 20VC with Harry Stebbings
Feb 5, 2024 neutral
Assertion Supported
BoxGroup recently closed a $212 million early-stage venture capital fund
“We are a, as of recently we just closed our sixth fund, so it's a two hundred and twelve million dollar early stage fund.”
David Tisch Feb 5, 2024 ▶ 3:20 David Tisch & Terrence Rohan: Biggest Misconceptions & Hardest Truths About Seed Investing | E1112 · 20VC with Harry Stebbings
Feb 5, 2024 positive
Disclosure
Tisch: BoxGroup forbids team members from 'throwing grenades' on deals
“We structurally push our group to not allow that. We have vocabulary internally. We say, like, throwing a grenade. You're not allowed to throw a grenade on some deal. It doesn't help.”
David Tisch Feb 5, 2024 ▶ 43:47 David Tisch & Terrence Rohan: Biggest Misconceptions & Hardest Truths About Seed Investing | E1112 · 20VC with Harry Stebbings
Feb 5, 2024 positive
Insight
Tisch: Pitch decks are valuable for articulating founder thinking
“I think a deck or a product is a way that a founder can articulate the thing in their head. And it takes the idea and puts some picture around it. And I think it's really valuable to understand thinking.”
David Tisch Feb 5, 2024 ▶ 1:33:44 David Tisch & Terrence Rohan: Biggest Misconceptions & Hardest Truths About Seed Investing | E1112 · 20VC with Harry Stebbings
Feb 5, 2024 neutral
Prediction Open · timeframe Feb 2034
Tisch: Large VC firms will become larger and fewer by 2034
“I think 10 years from now, the bigger firms are bigger. There are In, in many ways, less big firms.”
David Tisch Feb 5, 2024 ▶ 1:35:39 David Tisch & Terrence Rohan: Biggest Misconceptions & Hardest Truths About Seed Investing | E1112 · 20VC with Harry Stebbings
Feb 5, 2024 positive
Prediction Not checkable as stated
Tisch: BoxGroup will invest in and catalyze uncapped SAFEs
“We will do an uncap safe. We will catalyze an uncap safe.”
David Tisch Feb 5, 2024 ▶ 1:34:24 David Tisch & Terrence Rohan: Biggest Misconceptions & Hardest Truths About Seed Investing | E1112 · 20VC with Harry Stebbings
Feb 5, 2024
Insight
Tisch: Investors won't last long without human alignment with founders
“And if you as the human investor Aren't aligned with that journey on the down and on the other side, aligned with the journey on the up as a human. I don't think you're going to be in this business for very long.”
David Tisch Feb 5, 2024 ▶ 13:16 David Tisch & Terrence Rohan: Biggest Misconceptions & Hardest Truths About Seed Investing | E1112 · 20VC with Harry Stebbings
Feb 5, 2024
Disclosure
Tisch: BoxGroup has repeatedly missed great deals in their cold inbox
“If I looked back at the quality deals that showed up in our inbox that we missed in that, like, and sometimes we see it a year later and it comes through a warm source and we're like, oh my God, it was sitting there. Like, this is an interesting deal. Or like,…”
David Tisch Feb 5, 2024 ▶ 1:32:50 David Tisch & Terrence Rohan: Biggest Misconceptions & Hardest Truths About Seed Investing | E1112 · 20VC with Harry Stebbings
Feb 5, 2024
Assertion Supported
Tisch: Multi-stage funds writing seed checks has existed for years
“That's been around for over six, seven years now at a, like, infrastructure level across the entire seed market. That isn't new.”
David Tisch Feb 5, 2024 ▶ 20:32 David Tisch & Terrence Rohan: Biggest Misconceptions & Hardest Truths About Seed Investing | E1112 · 20VC with Harry Stebbings
Feb 5, 2024 negative
Insight
Tisch: Scaled pattern recognition does not work in seed investing
“I truly don't believe in pattern recognition at scale. I think there's nuanced pattern recognition, but I view each one of those companies as an individual relationship, as an individual journey”
David Tisch Feb 5, 2024 ▶ 59:04 David Tisch & Terrence Rohan: Biggest Misconceptions & Hardest Truths About Seed Investing | E1112 · 20VC with Harry Stebbings
Feb 5, 2024 negative
Insight
Tisch: Over-reserving capital in seed funds is worse than under-reserving
“So when I think about reserves, I would say over-reserving is the bigger mistake than under-reserving.”
David Tisch Feb 5, 2024 ▶ 1:01:50 David Tisch & Terrence Rohan: Biggest Misconceptions & Hardest Truths About Seed Investing | E1112 · 20VC with Harry Stebbings
Feb 5, 2024 neutral
Insight
Tisch: Company success depends entirely on founders and early employees
“The success of a company is dependent upon employees one through 10, 10 through a hundred, and the founders. Like, that is what will make or break a company. The investors, the outsiders, the advisors, the mentors, the coaches, that part of a company building …”
David Tisch Feb 5, 2024 ▶ 1:26:58 David Tisch & Terrence Rohan: Biggest Misconceptions & Hardest Truths About Seed Investing | E1112 · 20VC with Harry Stebbings
Feb 5, 2024 negative
Opinion
Tisch: Outside the top 25 VCs, investors are commodities or net negatives
“I don't think outside of the top five to 25 VCs, individuals, that VCs can magically impact a company. I think most of those investors join your board at series A or B, and they, those five to 25, whatever the number is, and the rest of the investment Sort of …”
David Tisch Feb 5, 2024 ▶ 1:23:47 David Tisch & Terrence Rohan: Biggest Misconceptions & Hardest Truths About Seed Investing | E1112 · 20VC with Harry Stebbings
Feb 5, 2024 positive
Insight
Tisch: Venture power law ensures top incumbent firms stay dominant
“The best firms in venture have the highest probability of being the best firms in the future, because brand matters, the quality of investors at that brand matter, and they're going to see and win better than the challengers are.”
David Tisch Feb 5, 2024 ▶ 56:38 David Tisch & Terrence Rohan: Biggest Misconceptions & Hardest Truths About Seed Investing | E1112 · 20VC with Harry Stebbings
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