seed-stage startups

also referred to as: seed stage startup · seed stage startups

7 statements across 7 episodes · 2 bullish · 2 bearish · 7 people on the record · first statement Jan 19, 2015 by Kent Godfrey · across every show →

Everything said about seed-stage startups, oldest first

Jan 19, 2015 neutral

Insight

Late-stage corporate experience provides no value for seed startups

“And vice versa, I think, for people who've worked in large private companies and have been with them through the IPO process, to be joining an early stage VC and expect to bring operating value to a seed stage startup is, is not relevant either.”

Kent Godfrey Jan 19, 2015 ▶ 14:43 20 VC 005: Be The Best CEO with Kent Godfrey

Dec 21, 2015 neutral

Insight

Hippeau: Seed-stage execution follows well-known steps with little mystery

“What they have to do are well-known steps. There's no, there's not a lot of mystery in what needs to be done.”

Eric Hippeau Dec 21, 2015 ▶ 14:06 20 VC: Running Lerer Hippeau Ventures Like A Startup with Eric Hippeau, Managing Partner @ Lerer Hippeau Ventures

Jul 6, 2016 bullish

Prediction Not publicly verifiable

Kim predicts long-term seed startup mortality rate will be 25% to 30%

“And, you know, I do think that the longer term sort of steady state mortality rate is probably 25% to 30%, but I don't think it's 80%, but we'll see.”

Michael Kim Jul 6, 2016 ▶ 21:54 20VC: What It Takes To Raise A VC Fund & Investing in First Time Fund Managers with Michael Kim @ Cendana Capital

Jan 27, 2020 bearish

Assertion Supported

Stanton: Seed valuations reaching $10M–$30M pre-product are unjustifiably high

“As you know, too, valuations in venture right now are just unjustifiably high. And it's so difficult to invest in a company that is pre-product, pre-revenue, basically zero data, valued between 10 and twenty million dollars. I've seen some seeds in the thirty …”

Katie Stanton Jan 27, 2020 ▶ 21:10 20VC: Moxxie Ventures' Katie Stanton on What It Takes To Raise A First Time Fund As A Solo GP, The Entrance of Multi-Stage Funds Into Seed Rounds and The Inverse Relationship of Those That Fund Diverse Managers and Those That Say They Do

May 15, 2020 negative

Insight

Kunst: Flat growth during a sector tailwind signals poor startup execution

“If Zoom's daily average users went from ten million to two hundred million, right, which is a twenty-x increase, I don't expect you to be at two hundred million daily active users if you are a seed stage startup, but if you are a startup in a similar space and…”

Sarah Kunst May 15, 2020 ▶ 20:50 20VC: Sarah Kunst on Why There Is Plenty Of Investor Money Still Available, The Megan Markle Effect and How It Impacts Hiring and Talent & Whether GP Commits Prevent Diversity and Inclusion

Jun 5, 2020 positive

Insight

Erickson: Product-market fit indicates when seed startups should focus on unit economics

“PMF is a much better seed stage metric because by showing you how much your product is resonating with your customers, it tells you when to start focusing on CAC and LTV.”

Daniel Erickson Jun 5, 2020 ▶ 9:48 20VC: How To Scientifically Measure Product-Market Fit, How To Efficiently and Accurately Segment Users Into Cohorts, Why Investors Analysing CAC's at Pre-Seed Is Not Useful & How To Determine Between Customer Feedback to Accept vs Reject with Daniel Eric

Aug 23, 2023

Insight

Lemkin: 'Good, not great' growth causes startups to fail raising Series A

“I think here's what I think the most common reason is they have good, but not great growth. This is the risk for seed investors, especially late seed investors. And I didn't used to want to think this was true. When I started investing, I did a whiteboard and …”

Jason Lemkin Aug 23, 2023 ▶ 1:07:48 Jason Lemkin & Rick Zullo: How "Mark to Market" Corrupted Venture Capital | E1052 · 20VC with Harry Stebbings

seed-stage startups

Everything said about seed-stage startups, oldest first

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