early-stage investors
also referred to as: early stage investor · early stage investors
23 statements across 22 episodes · 6 bullish · 8 bearish · 22 people on the record · first statement Feb 20, 2015 by Frank Meehan · across every show →
Everything said about early-stage investors, oldest first
Feb 20, 2015 negative
Mar 30, 2016 positive
Aug 8, 2016 positive
Early-stage investors evaluate follow-on funding better than late-stage VCs
“In a perverse sense, their adjudication of whether that company deserves another three million or five million or seven million dollars is at least as good, if not better, than the next guy up the line, especially if that next guy up the line is by necessity D…”
Aug 8, 2016 negative
Early-stage VCs bias investments to please late-stage investors, says Matt Ocko
“Meanwhile, the early stage investor Because they have to consider this capital formation risk is at best unconsciously and at worst very consciously biasing the nature of the investments that they pick towards what is popular or acceptable or soothing to the t…”
Sep 5, 2016 positive
Ben Lerer: Best Early-Stage VCs Are Former Operators, Not Number Crunchers
“But for me, the best investors, particularly the best early stage investors are going to be people who have actually been in the trenches and built and sold their own businesses and raised money for their own businesses and gone through sort of that slog versu…”
Mar 27, 2017 negative
Jul 12, 2017
Wincek: Early-stage VC returns rely on a one-third fund-returner rule
“Early-stage investors, at the early stage, you really think, like, about a third of your companies are going to go to zero, a third of your companies are going to return their capital, and a third of your companies are going to return your fund.”
Jul 19, 2017 negative
Early-stage VCs reacting to current public IPO markets is stupid
“What's going on in the public markets today has absolutely no bearing whatsoever on what a liquidity market's going to look like when those companies are ready to either go public or be acquired. So I think it's really stupid, but it's quite commonplace”
Sep 6, 2017 positive
Oct 23, 2017 positive
Early-stage VCs should maximize upfront ownership instead of heavy reserves
“I think early stage investors have to do the same thing. I think a few can and will be really good at investing in a lot of things and then pouncing on the things that are working, but most people won't have enough bandwidth to manage that.”
Apr 30, 2018
Mar 18, 2021
Apr 8, 2022 bearish
May 9, 2022 neutral
May 30, 2022 neutral
Jan 10, 2024 neutral
Sim: Early VCs need valuation discipline to succeed on $300M to $500M exits
“Cause if early guys will do well, as long as they're not paying 50 to 75 Brie for some of these inception rounds, you know, if they exit a three to 500, but you need more of those to return a fund. So it changes the dynamics of everything where ownership matte…”
Feb 5, 2024 neutral
Aug 16, 2024 negative
Sep 23, 2024 neutral
Gurski: Early VCs must prioritize huge markets over incremental risk reduction
“The main job of early stage investor is to distinguish Cases with 100% of failure with cases 99% of failure and cases with small potential outcome and big potential outcome. And you should find cases when failure is not 100% guaranteed and the potential outcom…”
Nov 20, 2024 negative
Mar 26, 2025
Mar 28, 2026 positive