Renegade Partners

“Our mission at Renegade is to be the best firm in the world at identifying companies that are about to go through through this inflection point in their growth that we call the super critical stage and help them outperform through that. So super critical stage…”

“We do a lot of forecasting and calculated Breyer scores around like what are short, medium term endpoints that we can try to forecast and see how good we actually are at reading the market and measuring the market.”

“Things that end up being fatal are deep customer issues. Often when you look at companies at an early stage, marketing is not efficient. CAC might be low, but it's because it's against a small number, and those are your, you know, most excited users, and can t…”

“I don't think that shotgun marriage venture rounds are tried and true recipe for long-term value creation.”

“We actually ran an analysis of companies that raise money from 2016 to 20 21. Company Series A, Series B, Series C. On the mean round size has gone up about twice. They're raising twice as more money, but also the number of people that they have by the time th…”

“The abundance of capital and the velocity of capital makes investing companies, you know, for certain funds and certain dynamics, almost like cheap options. And for founders, that's their one shot. That's a career. That's a livelihood and their employees lives…”

“If you are investing out of a billion dollar fund, you have a minimum check size that you need to hit in order to make each deal worth it.”