growth investor

“Often the brilliance of a growth investor is knowing where to really stretch and pay up on price. And when I say picking, that is really the element that I think is hard and unique.”

“We don't necessarily think that we're the best growth investors out there. So part of our job is to help our portfolios get the best possible growth investors in their later rounds. So even if that means that we have to give up some ownership for it, because, …”

“I would say 90% of growth investors are mostly out of market, like they're not actively investing, but some are.”

“The way that a growth investor looks at is, is that the static, right? They need to understand the size and the benchmarks and make it fit their formulas. And then it has to add up and make sense. We, I think me, thesis driven investors, I think need to unders…”

“The companies I have that are north of thirty million are overwhelmed with growth investors trying to do secondaries.”

“Founders are going to need to reduce expectations on price if they don't have a great AI story, but they're at fifteen million in ARR, with good margins, strong revenue quality, the deals can still get done, But you're definitely going to see compression in te…”

“I am pissed off, and I'm pissed off with growth investors who were shoveling cash down founders throats in the good times, and are now going, I can't believe all these founders that took all that money off the table.”

“The other thing I would agree with is that the later stages, that's all that matters. When you're doing it, when you're picking what growth investor you want to work with what you should care about is the price and them staying out of your way.”

“Now the wall of money has come back in, and I'm sure growth will go to the same thing again, which is, Evan will pay A hundred times run rate revenues for late stage stuff they think is growing quickly, just as in 21 people thought they were growing quickly, a…”