Jeff Horing
25 statements across 1 episodes · 8 bullish · 7 bearish · 1 people on the record · first statement Sep 16, 2025 by Jeff Horing · said 1 times in 1 episodes since 2026 · across every show →
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Everything said about Jeff Horing, oldest first
Sep 16, 2025 positive
Horing: Enterprise software companies need 15 referenceable customers to scale sales
“15 customers that are referenceable is sort of a magic number for inflecting on growth. So the challenge with those companies is as much, they're very hard to sell those products. It's a lot of missionary selling early on, and so you can't really scale your sa…”
Sep 16, 2025
Sep 16, 2025
Horing: Insight was pitched to LPs as a software company with an investment arm
“I wanted to be a software company with an investment arm. That was kind of my pitch. 10 years ago to LPs is like, that's how I thought of myself as people could think of us as we know so much about software. They could outsource a lot of that know-how, and the…”
Sep 16, 2025 positive
Horing: Measure investors by whether deals die if they are removed
“Like, how do you give somebody really valuable career advice in what we do? Because the outputs are so long coming and there's so much luck. Let's not kid ourselves. Like there's a lot of luck in what we do. And I, Sort of start with like, well, if I took you …”
Sep 16, 2025 neutral
Horing: Software valuations ultimately depend entirely on cash flow multiples and resilience
“That's all that matters is multiples of cashflow and then predictability of that cashflow in a recession. How good do you feel in whatever times in, you know, whatever existential risk, somebody could come into your model and disrupt it.”
Sep 16, 2025 bearish
Horing: Value investing in tech rarely builds massive wealth
“Buying cheap and technologies is certainly, there's not a long list of really rich people who've done that, right? As compared to the people who've just bought the dream where there's a very long list of people who've made lots of money on the dream.”
Sep 16, 2025 positive
Sep 16, 2025 positive
Horing: Insight aims to postpone deals rather than outright reject founders
“Usually what we're trying to do intentionally is not reject, but postpone because Life changes. People's business get better. And sometimes things are just not right for us then. And the last thing you want to do is, is, is damage a relationship with the found…”
Sep 16, 2025 bearish
Sep 16, 2025
Sep 16, 2025
Sep 16, 2025 negative
Horing: Top-down TAM analysis is flawed compared to relative ASP benchmarking
“The sort of top down approach I think is, is riddled with errors in, in thought. Whereas if you kind of look at what's my selling price, how does it compare? So you kind of want to see that average selling price and then compare it to companies that are target…”
Sep 16, 2025 positive
Horing: Doubling down on portfolio winners is the best venture bet
“All my peers would sort of admit that the best bet on the table is the double down bet, right? In blackjack, we all know that, right? You've got an 11 against a five, you double down, like it's the best bet in the house. Not only do they give you the good odds…”
Sep 16, 2025
Sep 16, 2025 negative
Horing: Net retention is one of the least informative software metrics
“I remember five years ago, one of my companies was going public and the rage on Wall Street was net retention. I was picking a random one. I was already at my 11th grade math. So I'm like, this is one of the least informative numbers I could think of. And yet …”
Sep 16, 2025 negative
Sep 16, 2025 positive
Sep 16, 2025 bullish
Sep 16, 2025
Sep 16, 2025 neutral
Horing: Investment stage is not a strategy
“I said this to my LPs. I think this last annual meeting stage is not a strategy to me. Like you could argue seed investing is a very different Skill set generally. But I'd say it's not like we're incompetent to look at something quite that early. We're not nea…”
Sep 16, 2025 negative
Horing: Insight Partners has disadvantages in early-stage deals versus California VCs
“I think we have some disadvantages on early relative to California. Cause we're not getting all that little, like more subtle stuff. The whisper is so strong here. You gotta lean in. So there's that whisper deal flow and trends that we won't see.”
Sep 16, 2025 bullish
Horing: Venture buyouts beat late-stage venture on risk-adjusted return
“Most I'd say the spreadsheets start to look like, you know, two to three X, you could do much lower risk buyouts or venture buyouts or other types of deals with the same return curve with a lot more upside and an ability to control your destiny in a better way…”
Sep 16, 2025 negative
Sep 16, 2025
Horing: Long implementation times inherently slow company growth and customer decisions
“And SAP has massive value to that customer base, but it's a very long time to implement. And that's going to just inherently slow down Realistically how fast you can grow both your own ability to succeed with those customers, but also just the decision-making …”
Sep 16, 2025
Horing: Applied to ~100 Firms Before Landing First Job at Warburg
“My first job at Warburg the person I worked for there pulled me out of a hat in terms of resume, saw something in me that no one else did. I think I'd tried getting a job at a hundred firms and he was the only one who was willing to hire me.”