growth stage investing

“The truth of venture capital is that it's really all about the people. Unlike growth stage investing or private equity investing where there is a business, there are financial analysis to be done, there are stuff to be looked at. When it comes to startups and …”

“The way that we choose to define growth investing is to define it as the point where the, we have some data that gives us strong conviction. It doesn't have to be a lot of data, but some data that gives us strong conviction that there is both a product that cu…”

“In general, we look For growth stage investing to have a sort of three to five X return as a minimum threshold for, you know, money on money return on investments with an eye toward investments that have a 10 X opportunity.”

“The unit economics end up being sort of table stakes, right? Like you could get it wrong to the downside. It's very rare that the company ends up with, you know, unit economics that are much greater than what you expected. It's much more common that, Hey, the …”

“With growth, I really think you need to stay sober. By definition, given the upside in venture versus growth, I think you have less room to play with pricing on the growth side.”

“There are people on my team who are much more interested in technology itself, and also love investing, love businesses, but my focus, and I think this is a focus that perhaps makes me better at, say, growth stage investing than I would be at venture stage inv…”