Sameer Gandhi

Everything Sameer Gandhi said on any show that made the record, most notable first. Each card names its show and opens the statement there.

20VC Disclosure

Accel told CrowdStrike founder George Kurtz to shop their term sheet

“Why don't you take my offer, my term sheet, you have it in your back pocket. So when you have these other conversations, Go in knowing that your deal done already, and if someone comes along and offers you something much better, or you think they're additive t…”

Sameer Gandhi Sep 2, 2021 ▶ 24:56 20VC: The Crowdstrike Memo: Accel's Sameer Gandhi on Leading Multiple Internal Rounds for Crowdstrike, Telling George Kurtz to Go Shop His Term Sheet, How To Think Through Market Sizing & The Importance of Speed of Execution and Knowing When To Go Slow To

20VC Disclosure

Gandhi: Accel's pre-mortem downside for CrowdStrike was an incident response business

“I think the number one thing on this was like, man, we just whiffed on the cloud native concept, and nobody's willing to do it, you know, like, that was one where, if you got that wrong, you know, and I think you see in my memo, it's like, well, if we totally …”

Sameer Gandhi Sep 2, 2021 ▶ 31:41 20VC: The Crowdstrike Memo: Accel's Sameer Gandhi on Leading Multiple Internal Rounds for Crowdstrike, Telling George Kurtz to Go Shop His Term Sheet, How To Think Through Market Sizing & The Importance of Speed of Execution and Knowing When To Go Slow To

20VC Insight

Gandhi: Good market timing temporarily hides startup execution and product deficits

“Market timing, if you get it right, it covers up a lot of other deficits in a business, right? If your team is incomplete, your product isn't quite there. If your execution is not stellar, you can cover all that stuff up. If you just hit the market at the righ…”

Sameer Gandhi Sep 2, 2021 ▶ 8:07 20VC: The Crowdstrike Memo: Accel's Sameer Gandhi on Leading Multiple Internal Rounds for Crowdstrike, Telling George Kurtz to Go Shop His Term Sheet, How To Think Through Market Sizing & The Importance of Speed of Execution and Knowing When To Go Slow To

20VC Insight

Gandhi: Go-to-market investments require market timing within a two-year window

“I think we really look at it and say like, it's gotta be, you know, within plus or minus a year or two. That's the right way to look at it. If you're later than that, you're too late. And I think if you're earlier than that, it's just a different kind of inves…”

Sameer Gandhi Sep 2, 2021 ▶ 10:05 20VC: The Crowdstrike Memo: Accel's Sameer Gandhi on Leading Multiple Internal Rounds for Crowdstrike, Telling George Kurtz to Go Shop His Term Sheet, How To Think Through Market Sizing & The Importance of Speed of Execution and Knowing When To Go Slow To

20VC Disclosure

CrowdStrike used incident response services to bridge slow early cloud adoption

“We could be pushing cloud and having a slower adoption cycle around the Falcon platform, which is really the endpoint product platform. And the way that was mitigated for us is that the company was doing really high-end incident response services, and so there…”

Sameer Gandhi Sep 2, 2021 ▶ 11:00 20VC: The Crowdstrike Memo: Accel's Sameer Gandhi on Leading Multiple Internal Rounds for Crowdstrike, Telling George Kurtz to Go Shop His Term Sheet, How To Think Through Market Sizing & The Importance of Speed of Execution and Knowing When To Go Slow To

20VC Assertion Supported

Gandhi: Accel invested in CrowdStrike at a $150M post-money valuation

“So I never looked at it as a three to five X. I looked at it as we're investing in a company, you know, in the first round when we did it was a 150 posts or something like that.”

Sameer Gandhi Sep 2, 2021 ▶ 13:25 20VC: The Crowdstrike Memo: Accel's Sameer Gandhi on Leading Multiple Internal Rounds for Crowdstrike, Telling George Kurtz to Go Shop His Term Sheet, How To Think Through Market Sizing & The Importance of Speed of Execution and Knowing When To Go Slow To

20VC Insight

Gandhi: High implementation services revenue signals underlying product issues

“If the percentage of that rises too much in the company, it really tells me that there are product issues at the root of what's happening there.”

Sameer Gandhi Sep 2, 2021 ▶ 20:32 20VC: The Crowdstrike Memo: Accel's Sameer Gandhi on Leading Multiple Internal Rounds for Crowdstrike, Telling George Kurtz to Go Shop His Term Sheet, How To Think Through Market Sizing & The Importance of Speed of Execution and Knowing When To Go Slow To

20VC Insight

Gandhi: Cybersecurity incident response services directly drive product sales

“In fact, it's an amazing business because once you make money on incident response services, it pulls through product afterwards.”

Sameer Gandhi Sep 2, 2021 ▶ 21:13 20VC: The Crowdstrike Memo: Accel's Sameer Gandhi on Leading Multiple Internal Rounds for Crowdstrike, Telling George Kurtz to Go Shop His Term Sheet, How To Think Through Market Sizing & The Importance of Speed of Execution and Knowing When To Go Slow To

20VC Insight

Gandhi: Overcapitalized startups lose operational rigor and suffer downstream issues

“An overcapitalized business doesn't always have the same rigor in terms of how you run it as a company that's been capitalized thoughtfully. It's also getting ahead of yourself creates all these issues downstream potentially.”

Sameer Gandhi Sep 2, 2021 ▶ 26:29 20VC: The Crowdstrike Memo: Accel's Sameer Gandhi on Leading Multiple Internal Rounds for Crowdstrike, Telling George Kurtz to Go Shop His Term Sheet, How To Think Through Market Sizing & The Importance of Speed of Execution and Knowing When To Go Slow To

The other half of the tape: Sameer Gandhi's own voice is left out of every number here. Other people bring the name up 16 times in 10 episodes across the shows. every mention, with the transcript →

Who brings them up most Harry Stebbings 7Miles Clements 2George Kurtz 2Mike Shebat 1Mark Goldberg 1Keith Rabois 1Drew Houston 1Alexa von Tobel 1

Every mention by year

One line per show, most statements first. The link opens Sameer's full record on that show: the calibration, argument clarity, speaking style and every statement made there.

Show	Role there	Eps	Statements	Record
20VCLEDGER	Partner, Accel	1	9	100% 1/1	full record on 20VC →