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David Frankel

Co-Founder & Managing Partner, Founder Collective · 1 appearance on the record.

computed by AI from the episodes · how this works → · full disclaimer →

investorfounderexecutive@dafrankel ↗LinkedIn ↗foundercollective.com ↗Wikipedia ↗

David Frankel is a co-founder and managing partner at Founder Collective, where he led investments in companies including Coupang, PillPack, and SeatGeek. Previously, he co-founded and served as CEO of Internet Solutions.

8statements → 3claims → 2claims resolved → 4.38/5average certainty → 2.25/5average debate potential → ≈4.0/5argument clarity, estimated →

2 supported 0 partly supported 0 contradicted 1 not checkable as stated how the 3 claims stand · each chip opens the sources

3 assertions · 1 opinion · 3 insights · 1 disclosure · every statement was checked. The predictions and assertions are the 3 claims: statements the public record can support or contradict. 2 are resolved, and 1 names no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how David argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported
Frankel: Founder Collective owned roughly 12% of The Trade Desk at IPO
“We owned roughly 12% at IPO.”
David Frankel Mar 12, 2025 ▶ 3:43 The 10-Point Checklist For When You Sell Your Company With Founder Collective's Dave Frankel

Expressed certainty vs assessment result

none yet certainty 1
none yet certainty 2
none yet certainty 3
100% certainty 4
100% certainty 5

weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of David Frankel on measured tape to publish a rate. This says nothing about how they speak.

Everything David Frankel said on the Official SaaStr Podcast that made the record, most notable first. Filter by type, assessment or year in the ledger →

Opinion
Frankel: Almost every company sale in my career was a mistake
“I look in the rear view mirror and I go, everything I've sold pretty much has been a mistake. So I'm a contrarian.”
David Frankel Mar 12, 2025 ▶ 3:57 The 10-Point Checklist For When You Sell Your Company With Founder Collective's Dave Frankel
Insight
Frankel: VCs often push startup sales to generate fund liquidity
“Often there is an investor on the cap table that's been there for a long time, and their model, it's like the tail wagging the dog here, their model is they need to see some liquidity for the next fund, so they're often very problematic reasons.”
David Frankel Mar 12, 2025 ▶ 9:21 The 10-Point Checklist For When You Sell Your Company With Founder Collective's Dave Frankel
Insight
Frankel: Founder-only secondary liquidity creates friction with executive teams
“Sometimes like the mistake we make is we take pressure out of the system by giving the founders some kind of liquidity. But we don't think enough about the rest of the team. And then the team's playing on the founders.”
David Frankel Mar 12, 2025 ▶ 10:54 The 10-Point Checklist For When You Sell Your Company With Founder Collective's Dave Frankel
Assertion Not checkable as stated
Frankel: PayPal offered $100M to buy Olo before deal collapsed into $5M check
“Olo, PayPal offered to buy the business. PayPal came in and made a hundred million dollar offer, and literally, it was like Christmas, and that, that deal fell through. Noah and I were very disappointed. I remember, like, the 29th of December, they offered to …”
David Frankel Mar 12, 2025 ▶ 7:19 The 10-Point Checklist For When You Sell Your Company With Founder Collective's Dave Frankel
Disclosure
Frankel: Founder Collective Fund 1 had zero reserves for follow-ons
“Fund one was a literally Zero reserve fund. We were, there was no follow on. Zero. Like when we said we were seed and pre-seed, that's exactly.”
David Frankel Mar 12, 2025 ▶ 3:24 The 10-Point Checklist For When You Sell Your Company With Founder Collective's Dave Frankel
Assertion Supported
Frankel: Founder Collective owned roughly 12% of The Trade Desk at IPO
“We owned roughly 12% at IPO.”
David Frankel Mar 12, 2025 ▶ 3:43 The 10-Point Checklist For When You Sell Your Company With Founder Collective's Dave Frankel
Assertion Supported
Frankel: Amazon Pharmacy is literally built on PillPack's software code
“And it's, it is Amazon pharmacy today. It's literally based on that pill pack code.”
David Frankel Mar 12, 2025 ▶ 13:36 The 10-Point Checklist For When You Sell Your Company With Founder Collective's Dave Frankel
Insight
Frankel: Pitching acquirer engineering teams backfires because engineers underestimate built software
“If you're pitching to the engineering teams, typically they'll go, they will underestimate what you have built and go, we could build that every single situation.”
David Frankel Mar 12, 2025 ▶ 29:41 The 10-Point Checklist For When You Sell Your Company With Founder Collective's Dave Frankel

Appearances (1)

EpisodeDateSpeaking time
The 10-Point Checklist For When You Sell Your Company With Founder Collective's Dave Frank Mar 12, 2025 20m
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