investor
also referred to as: investors
34 statements across 27 episodes · 8 bullish · 9 bearish · 19 people on the record · first statement May 8, 2019 by Michael Seibel · across every show →
Everything said about investor, oldest first
May 8, 2019
May 8, 2019 neutral
Seibel: The only short-term skill investors iterate on is closing deals
“There's only one skill that an investor can iterate and improve on in the short term. It's hard to know whether you're a good investor for years, but it's easy to know whether you're good at this very quickly. And that skill is closing.”
May 8, 2019 negative
Investors show a heavy, unwarranted bias toward second-time founders
“In reality, two things are different. Investors, I don't think for a good reason, significantly bias for second time founders. Significant bias towards second time founders. And there's something you have to understand. Second, if you've been in the valley for…”
May 8, 2019 negative
Sep 18, 2019 neutral
Dec 10, 2020 negative
Liu: Investors rejected Airtable's early rounds for lacking a vertical focus
“When we went out and raised our first few rounds of funding a ton of the investors out there, you know, they would basically give us a feedback of, Hey, we think you're really, you know, you've built this really cool product. It's clearly, you know, required a…”
Jan 29, 2021 neutral
Porter jokes VCs constantly claim AI in sales is two years away.
“If you go back to every, you know, time we've sat in an investor's office and raised a round of capital, you know, going back five, six years ago, the investors would say something along the lines of, you know, AI is not here right now for sales, but it will b…”
Feb 4, 2021 neutral
Janz: Pre-seed fundraising depends on team, idea, and storytelling over revenue
“What does it take to raise a pre-seed round? It's mostly about the team and the idea. Usually there is either nothing yet in terms of revenue or very little. It's usually pre-product market fit. So what investors really want to know at this very early stage is…”
Nov 17, 2021 positive
Nov 17, 2021 positive
Mehrotra: Pitch memo feedback should come from adjacent-stage investors
“One is, when you're pitching take advice from people one stage investors that are one stage forward or back from wherever you're pitching. Just go, you know, you're pitching people for a normal B. Go, go talk to a few people that would normally be C and D rais…”
Nov 17, 2021
Nov 17, 2021 negative
Dec 14, 2021 neutral
Apr 1, 2022 positive
Apr 1, 2022 negative
Lemkin: Blind deference to startup investors becomes toxic over time
“This deferential relationship to your investors, it is It can be subtly toxic if you let it go on for too long. It can be, they don't know, and they will even many of them will even encourage it. They're used to it. They're used to this slightly Imperial relat…”
May 6, 2022 neutral
Pepper: A generation of VCs and founders must relearn how hard venture is
“I saw countless careers that were ended by 98, 99 by learning the wrong lessons. Yeah. And I think we have an entire generation of investors and some founders That need to learn new lessons about how hard it is to actually play this, you know, startup ecosyste…”
May 26, 2022 positive
Allen: Spending $40K on Analyst Relationships Pays Off for Startups
“Taking 40 K and getting into an early, you know, relationship with a research analyst firm, whether it's one of the big guys, or there's some really great, small, niche boutique firms that specialize in certain categories of software. It's really worth it to i…”
Jun 29, 2022 neutral
Jul 20, 2022 neutral
Aug 3, 2022 positive
Alter: Investors value non-SaaS revenue if not falsely labeled as ARR
“I don't think anymore that investors are so myopic That they're only valuing companies based off of ARR. You will get credit for those alternative streams of revenue as well, but it's important to clearly label it and not try to make it into ARR when it's not …”
Sep 16, 2022 positive
Nov 8, 2022
Reeves: Treat fundraising like hiring permanent, part-time teammates
“When I say that fundraising is like hiring, what I mean is, if you can, try to apply the same logic I just shared about hiring a teammate to fundraising, right? This is someone that's going to join your company, Albeit part-time, not full-time. Although a lot …”
Jan 27, 2023 negative
May 16, 2023 neutral
Cassidy: The vast majority of VCs will not continuously open doors
“You know, sort of, hey, let's tap into our investors, VCs, and they will help, but they're not going to continuously help because at some point they'll just say like, yeah, I made some interest for you, bro. Like, you know, the reason I invested in you guys is…”
Jul 27, 2023 neutral
Sep 27, 2023 bearish
Oct 5, 2023
Seibel: Founders remember every rejection and want to prove investors wrong
“Any founder you talk to can remember every single investor who said no to them. And they hold a special kind of, I don't want to use the word hatred, but they hold a special something for those people and they desire to prove them wrong.”
Nov 8, 2023
Mehta: Build a named database of actual buyers instead of abstract TAM
“And one of the things very practically I wish I'd done is build a database of your addressable market. Now, I don't mean that BS slide you show to investors that says your addressable market is like ten billion dollars or a trillion dollars. I mean the real on…”
Dec 6, 2023 positive
Levie: Software companies must ultimately produce cash distributions for investors
“At the sort of final, you know, kind of the terminal point of your business, it's to produce a certain amount of cash that goes back to investors. Like, if you just, like, why would you give a dollar to something? It's because you want cash back at some point.…”
Jul 10, 2024 neutral
VCs ignore profitability but excuse margin flaws for hyper-growth startups
“And so they're not gonna give you credit because you're profitable. They're not gonna give you credit for lower growth because of macro issues. But what they will do is they get a little blind to hyper growth. Like they're so deaf because fewer companies are h…”
Sep 19, 2024 negative
Sep 25, 2024 negative
A 10-20 person sales team that never fires anyone indicates dysfunction
“If an investor sees a company with 10 or 20 salespeople and they've never let go a salesperson, that almost tells you something Tells you that something isn't working because it's unheard of, that every single salesperson works out.”
Mar 14, 2025 positive
Mehta: Simple conceptual slides of the customer journey resonate with investors
“If you can show an investor a slide, that's just like how you're approaching your customers. I think it goes a long way. It's not, you don't need to automate it. You don't need a ton of processes, just like a simple concept of what you're trying to do.”