Customer Value Fund
3 statements across 2 episodes · 3 bullish · 0 bearish · 2 people on the record · first statement Apr 20, 2026 by Hemant Taneja · said 10 times in 3 episodes since 2026 · across every show →
Mentions by year
brought up most by Tanay Tandon (8), Molly O'Shea (1), Hemant Taneja (1)
tap a year for its mentions
2026 10 mentions in 3 episodes 3 per episode
- How He Turned a Blood Test Startup Into $7B OS for Healthcare · Sourcery with Molly O'Shea
- Benchmark's AI Bets: Cerebras, Sierra, Legora, Fireworks, Starcloud, Gumloop.. · Sourcery with Molly O'Shea
- General Catalyst's First-Ever Quarterly Review | CEO Hemant Taneja · Sourcery with Molly O'Shea
- every mention in 2026, scene by scene →
Everything said about Customer Value Fund, oldest first
Apr 20, 2026 positive
May 19, 2026 positive
May 19, 2026 positive
Tandon: General Catalyst CVF Risks Customer Cohorts, Not the Balance Sheet
“Instead of risking against balance sheet, it's risk against forward-looking customer cohorts and performance. So if you're confident that your SaaS cohorts will perform and revenue will show up, and when you put in go-to-market dollars, net new logos will show…”