Bonfire Ventures

“In this world where your product's value prop is going to change six to 12 times a year. Onboarding reps and most onboarding programs focus on the first, like, 90 days. Oh, do they understand our product and our playbook and are they ramping? But if your produ…”

“We have businesses that target one to five plumbers, contractors, et cetera. The team goes outbound with an agentic solution. They're adding a million and a half a month and their magic number is like 1.5 and their cash burns like .5 because the product does t…”

“The reality is that you're not building screens. If you have the metadata and your agent interface understands the context, you can do it in a month.”

“We got about a billion under management. We write three to four million dollar checks at the seed stage, traditional siege stage call companies have half million to million revenue. Think about your big institutional round before you'd go and raise a series. A…”

“We just raised a two hundred fifty million dollar seed fund, which I wish somebody had told me the economics of venture capital before I got into it. But a two hundred fifty million dollar seed fund means the return ten billion net exit value for the LPs to ge…”

“I was sitting with one of our AI native companies that's off to the races, went from zero to twenty million in 18 months, and I'm in their Slack feed, and dev is just releasing shit like every seven days.”

“I think the world of an AE and a separate SE are gone. I mean, unless like you're selling at the infra level and it's super technical, like I can't imagine an account executive who doesn't fundamentally understand the product.”

“If your product doesn't make people go that can't work, keep trying because that's the bar for winning right now.”