underwriting

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Aug 26, 2021 by Frank Rotman · across every show →

Everything said about underwriting, oldest first

Aug 26, 2021 negative
Insight
Rotman: Dismissing founder financial plans as useless is lazy venture underwriting
“I find it lazy underwriting when they say, well, the plan isn't going to happen, so why should I spend time on it? But there's a lot of embedded information that you can pull out of plans by having conversations with the founders and understanding what they ex…”
Frank Rotman Aug 26, 2021 ▶ 23:52 20VC: Has Price Discipline Disappeared? Is it Possible to Build Ownership Over Time? Why Venture Is Less Collaborative Now Than Ever? How fast Do Breakout Companies Become Obvious? How To Construct an Optimised and Repeatable Investment Decision-Making Pr
Oct 10, 2022 neutral
Insight
Gerstner: Funding Startup Pivots Requires Entirely New Underwriting
“Will you support me in the pivot of this business or not? But that's a totally new underwriting. That's a different question.”
Brad Gerstner Oct 10, 2022 ▶ 23:44 Brad Gerstner: How I Pick Companies; Lessons from Warren Buffet; Chamath vs Gurley | E935 · 20VC with Harry Stebbings
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