VC firm

“So I think rather than say, we're going to all head towards services or towards content or whatever, it's more important for a firm to identify themselves uniquely. So what's the mission of that one firm? You know, how does that firm position itself differentl…”

“When the market turns down, which it will, I think you will see some shrinkage in this model by the people who are not fully dedicated to it and who haven't built it out as a core part of their business.”

“Assume that with Blue Yard, we have to leave some kind of lasting legacy and brand. Cause that's where a majority of VC firms fail.”

“For us, when we decide to stop backing a VC firm, It's usually based on the loss of relevancy with founders, and we ask ourselves every time, how does this particular team find and win deals versus their top competitors?”

“Some firms have begun to dabble with data, but almost none have serious efforts in the area, so it's mostly window dressing at best.”

“In my opinion, at least 50% of them hurt entrepreneurs and 25% of them don't do any good. There's only really a quarter of the VC firms that I've worked with that really help the”

“Every VC firm is actually, to some extent, a marketplace. You've got limited partners. Those are typically institutional or very well-to-do investors. You've almost like the market makers in the middle. And then of course you have the founders, the entrepreneu…”

“Think of these firms, these VC firms as little companies that effectively have EBITDA margins of 30 to 50%.”

“We probably met with 70 different firms, and it was a pretty consistent theme around, well, there's not enough traction yet, or the tool that you're building is not powerful enough for professional developers, and it's too sophisticated for sort of the Wits an…”

“When organizations are working, when they're successful, it's very hard for them to embrace significant change. And so the combination of those two things, I think, makes it very hard for VC firms to make adjustments quickly, certainly significant ones.”

“Actually, the firms trying to integrate and mesh into existings won't work, and it has to be a defined, isolated structure in its own right.”

“Like, if a VC firm that feels like, They missed out on the last wave of crypto for the last four years comes in and is starting to buy logos. Then they're going to overpay because their motivations are not just that they want to do the investment at a fair pri…”

“I think part of the answer is that most firms are not good at it. It's sort of the short answer. I think most firms, they understand when they talk to founders, they say that it's the thing that they want, but they're not very good at delivering on the value. …”

“It's getting harder, you know, particularly where, you know, you mentioned firms that have, you know, big IR departments and it's harder to have that interaction with individual partners. You've got to work at it more.”

“I do believe that there's unlimited amount of capital out there, and I believe that it is easier and it's better worth your time by focusing on the people that initially believe in that than trying to ride two or three rounds with the same VC firm and spend tw…”