Haystack, every mention
6 scenes (2017), the whole family · ← back to Haystack
tap a year for its mentions
every year 2017 anyone Harry Stebbings 27Semil Shah 8Mike Mignano 3Avlok Kohli 1
Verbatim, from the transcripts: the passages where Haystack comes up
20VC: Semil Shah on How To Raise An Institutional Venture Fund, Why LPs Mostly Have Reserve Allocation Theory Wrong & Why IPOs and Acquisitions Are Severely Constrained
- ▶ 0:29 Harry Stebbings Now, Semmel is the founder of Haystack, an early-stage investment firm with a star-studded portfolio, including the likes of Instacart, DoorDash, Giphy, Opendoor, and Managed by Q, just to name a few.
- ▶ 2:23 Harry Stebbings Haystack.
- ▶ 15:44 Semil Shah In fund one, I didn't know what reserves were at all.
- ▶ 15:54 Semil Shah In fund two,
- ▶ 16:04 Semil Shah And then in fund three, which I just finished, I did quite a bit of one-to-one following, and then I put 12% of the fund into just two companies.
- ▶ 26:34 Harry Stebbings Some very exciting times ahead for Haystack, and if you'd like to see more from Semil, you can follow him on Twitter, at Semil, or you can head over to his website, Haystack, to check out more of his incredible writing. 2 times in the scene